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iShares U.S. Financials ETF (IYF) Institutional Ownership

iShares U.S. Financials ETF logo
$106.69 +0.20 (+0.19%)
Closing price 04/15/2025 04:10 PM Eastern
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$105.84 -0.85 (-0.80%)
As of 04/15/2025 07:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Financials ETF (NYSEARCA:IYF)

Number of
Institutional Buyers
(last 12 months)
236
Total
Institutional Inflows
(last 12 months)
$662.73M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$213.37M
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IYF Institutional Buying and Selling by Quarter

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iShares U.S. Financials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Fifth Third Bancorp700$79K0.0%-36.4%0.002%
4/15/2025Transform Wealth LLC26,476$2.99M0.2%N/A0.080%
4/15/2025Ironwood Financial llc3,854$435K0.1%+10.1%0.012%
4/15/2025Focus Financial Network Inc.3,393$383K0.0%-6.0%0.010%
4/15/2025CX Institutional47,085$5.31M0.2%+103.0%0.143%
4/15/2025Central Valley Advisors LLC4,400$497K0.2%-31.0%0.013%
4/15/2025Wealthcare Advisory Partners LLC5,466$617K0.0%-8.8%0.017%
4/14/2025 Muirfield Wealth Advisors LLC2,615$295K0.3%-19.4%0.008%
4/14/2025 Investment Advisory Group LLC2,860$323K0.1%+4.6%0.009%
4/14/2025 Farther Finance Advisors LLC2,188$247K0.0%+1,925.9%0.007%
4/14/2025 Charter Oak Capital Management LLC3,745$423K0.0%-12.1%0.011%
4/11/2025 SeaCrest Wealth Management LLC2,398$271K0.0%+9.9%0.007%
4/11/2025 Magnus Financial Group LLC195,534$22.07M2.1%+1.2%0.594%
4/10/2025 Retirement Planning Group LLC5,305$599K0.0%+65.6%0.016%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.819$92K0.0%+36.5%0.002%
4/10/2025 Wealth Management Partners LLC9,100$1.03M0.5%+2.5%0.028%
4/10/2025 Financial Management Professionals Inc.27,367$3.09M0.4%-21.2%0.083%
4/10/2025 Cathy Pareto & Associates Inc.4,098$462K0.4%N/A0.012%
4/9/2025 Merit Financial Group LLC8,179$923K0.0%+73.0%0.025%
4/9/2025 NBC Securities Inc.1,438$162K0.0%+143,700.0%0.004%
4/9/2025 Bond & Devick Financial Network Inc.3,961$447K0.2%+4.5%0.012%
4/3/2025 First Citizens Financial Corp63,715$7.19M4.1%-0.2%0.194%
3/24/2025Fulcrum Equity Management11,341$1.25M1.2%N/A0.035%
3/21/2025Prostatis Group LLC71,483$7.91M2.3%N/A0.221%
3/17/2025Wealth Enhancement Advisory Services LLC18,944$2.10M0.0%+87.3%0.058%
3/12/2025Centaurus Financial Inc.911$101K0.0%N/A0.003%
3/11/2025Lighthouse Financial LLC3,900$431K0.4%N/A0.012%
2/25/2025Integrated Advisors Network LLC12,260$1.36M0.1%+41.9%0.044%
2/24/2025Ameriflex Group Inc.677$80K0.0%N/A0.002%
2/18/2025Western Wealth Management LLC3,323$367K0.1%N/A0.012%
2/18/2025GTS Securities LLC3,910$432K0.0%-91.7%0.014%
2/18/2025 Retirement Planning Group LLC3,203$354K0.0%+8.2%0.012%
2/18/2025Pinkerton Retirement Specialists LLC104,857$11.60M1.7%+14.7%0.378%
2/18/2025Harmony Asset Management LLC13,991$1.55M0.6%-28.9%0.050%
2/18/2025First Heartland Consultants Inc.31,204$3.45M0.3%+8.9%0.112%
2/17/2025Visionary Wealth Advisors5,031$556K0.0%-16.3%0.018%
2/17/2025Vivaldi Capital Management LP1,902$224K0.0%N/A0.007%
2/17/2025Strategic Wealth Partners Ltd.3,024$358K0.0%N/A0.011%
2/17/2025Snowden Capital Advisors LLC4,437$491K0.0%-66.2%0.016%
2/17/2025Royal Bank of Canada218,511$24.16M0.0%+2.4%0.787%
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2/17/2025Redwood Financial Network Corp3,701$409K0.3%N/A0.013%
2/17/2025Quantinno Capital Management LP8,049$890K0.0%+10.9%0.029%
2/17/2025Minot DeBlois Advisors LLC534$59K0.1%N/A0.002%
2/17/2025Millennium Management LLC16,659$1.84M0.0%+0.7%0.060%
2/17/2025Mmbg Investment Advisors CO.15,701$1.74M0.2%-6.9%0.057%
2/17/2025KKM Financial LLC35,222$4.02M1.7%+60.3%0.127%
2/17/2025Focus Partners Wealth1,928$213K0.0%N/A0.007%
2/17/2025FWL Investment Management LLC1,433$158K0.1%N/A0.005%
2/17/2025D. E. Shaw & Co. Inc.29,628$3.28M0.0%+136.4%0.107%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main67,404$7.45M0.0%+3,521.9%0.243%
2/17/2025CoreCap Advisors LLC38,403$4.25M0.2%+17.0%0.138%
2/17/2025Cresset Asset Management LLC2,176$241K0.0%-15.6%0.008%
2/17/2025Cetera Investment Advisers167,944$18.57M0.0%+27.8%0.605%
2/17/2025Captrust Financial Advisors9,611$1.06M0.0%+8.7%0.035%
2/17/2025Bank of America Corp DE1,698,803$187.85M0.0%+1.9%6.122%
2/17/2025Ameriprise Financial Inc.156,988$17.36M0.0%+78.9%0.566%
2/17/2025Aptus Capital Advisors LLC600$66K0.0%N/A0.002%
2/17/2025Accredited Wealth Management LLC265$29K0.0%N/A0.001%
2/14/2025Mercer Global Advisors Inc. ADV11,264$1.25M0.0%-28.6%0.041%
2/14/2025Eagle Strategies LLC23,616$2.61M0.5%+2.1%0.085%
2/14/2025Rehmann Capital Advisory Group3,313$366K0.0%+23.0%0.012%
2/14/2025Comerica Bank9,852$1.09M0.0%+1.0%0.036%
2/14/2025The Manufacturers Life Insurance Company 102,141$11.30M0.0%-86.7%0.368%
2/14/2025Beacon Pointe Advisors LLC6,446$713K0.0%+32.4%0.023%
2/14/2025Second Half Financial Partners LLC67,722$7.49M3.7%+91.1%0.244%
2/14/2025Gerber Kawasaki Wealth & Investment Management28,722$3.18M0.1%+2.4%0.104%
2/14/2025Three Seasons Wealth LLC54,753$6.06M3.0%N/A0.197%
2/14/2025Two Sigma Securities LLC2,928$324K0.0%-62.2%0.011%
2/14/2025Syon Capital LLC22,466$2.48M0.2%N/A0.081%
2/14/2025MGO One Seven LLC3,677$407K0.0%+38.2%0.013%
2/14/2025Hsbc Holdings PLC1,023,916$113.23M0.1%+56.0%3.690%
2/14/2025Stifel Financial Corp97,072$10.74M0.0%+3.8%0.350%
2/14/2025OneDigital Investment Advisors LLC91,487$10.12M0.1%-11.3%0.330%
2/14/2025Tower Research Capital LLC TRC 465$51K0.0%-97.4%0.002%
2/14/2025MML Investors Services LLC18,306$2.02M0.0%+15.1%0.066%
2/14/2025First Trust Advisors LP1,912$211K0.0%N/A0.007%
2/14/2025Concourse Financial Group Securities Inc.1,166$136K0.0%+32.7%0.004%
2/13/2025NewEdge Advisors LLC38,985$4.31M0.0%+41.9%0.140%
2/13/2025United Capital Financial Advisors LLC82,621$9.14M0.1%-0.7%0.298%
2/13/2025Keeley Teton Advisors LLC6,460$714K0.1%-2.4%0.023%
2/13/2025CreativeOne Wealth LLC5,862$648K0.0%+11.4%0.021%
2/13/2025Mariner LLC40,925$4.53M0.0%+113.9%0.147%
2/13/2025SageView Advisory Group LLC1,821$201K0.0%N/A0.007%
2/13/2025Synovus Financial Corp35,977$3.98M0.1%-1.6%0.130%
2/13/2025Townsquare Capital LLC84,761$9.37M0.1%+0.7%0.305%
2/13/2025Rockefeller Capital Management L.P.26,632$2.95M0.0%-2.1%0.096%
2/13/2025Scotia Capital Inc.161,422$17.85M0.1%+1.0%0.582%
2/13/2025Raymond James Financial Inc.176,119$19.48M0.0%N/A0.635%
2/13/2025Advisory Services Network LLC18,106$2.00M0.0%-3.7%0.065%
2/13/2025Renaissance Technologies LLC14,300$1.58M0.0%+76.5%0.052%
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2/13/2025Rollins Financial Advisors LLC3,937$435K0.1%-8.2%0.014%
2/13/2025Bank of Montreal Can652,991$72.21M0.0%+51.3%2.353%
2/13/2025Trek Financial LLC47,371$5.24M0.4%N/A0.171%
2/13/2025Garrison Point Advisors LLC7,231$800K0.4%-2.0%0.026%
2/13/2025Peapack Gladstone Financial Corp14,095$1.56M0.0%-24.1%0.051%
2/13/2025Envestnet Asset Management Inc.91,813$10.15M0.0%-1.3%0.331%
2/13/2025Wells Fargo & Company MN495,995$54.85M0.0%+56.7%1.787%
2/12/2025Huntington National Bank14,110$1.56M0.0%+8.0%0.051%
2/12/2025Kesler Norman & Wride LLC10,129$1.12M0.2%+15.9%0.037%
2/12/2025O Shaughnessy Asset Management LLC416$46K0.0%+141.9%0.001%
(Data available from 1/1/2016 forward)

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IYF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYF shares?

During the previous two years, 385 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($210.49M), Bank of America Corp DE ($187.85M), Schroder Investment Management Group ($123.65M), Hsbc Holdings PLC ($113.23M), LPL Financial LLC ($75.03M), Bank of Montreal Can ($72.21M), and Northwestern Mutual Wealth Management Co. ($63.50M).Learn more on IYF's institutional investors.

Which institutional investors have been buying iShares U.S. Financials ETF stock?

Of the 312 institutional investors that purchased iShares U.S. Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($1.96M), Schroder Investment Management Group ($856.25K), SG Americas Securities LLC ($844.23K), Bank of Montreal Can ($648.53K), Hsbc Holdings PLC ($382.26K), Raymond James Financial Inc. ($352.24K), and LPL Financial LLC ($272.19K).

How much institutional buying is happening at iShares U.S. Financials ETF?

Institutional investors have bought a total of 10,132,725 shares in the last 24 months. This purchase volume represents approximately $955.91M in transactions.

Which iShares U.S. Financials ETF major shareholders have been selling company stock?

Of the 198 institutional investors that sold iShares U.S. Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hsbc Holdings PLC ($847.87K), The Manufacturers Life Insurance Company ($667.21K), Fisher Asset Management LLC ($235.44K), Stillwater Capital Advisors LLC ($155.02K), AE Wealth Management LLC ($62.69K), Wells Fargo & Company MN ($55.07K), and Commonwealth Equity Services LLC ($52.45K).

How much institutional selling is happening at iShares U.S. Financials ETF?

Institutional investors have sold a total of 3,136,748 shares in the last 24 months. This volume of shares sold represents approximately $295.19M in transactions.


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This page (NYSEARCA:IYF) was last updated on 4/16/2025 by MarketBeat.com Staff
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