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

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Institutional Ownership Changes (13F Filings) for iShares U.S. Financials ETF (NYSEARCA:IYF)

Number of
Institutional Buyers
(last 12 months)
142
Total
Institutional Inflows
(last 12 months)
$293.48M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$79.92M
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IYF Institutional Buying and Selling by Quarter

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
5/9/2024Pettyjohn Wood & White Inc.37,417$3.58M0.7%-1.8%0.135%
5/9/2024Koshinski Asset Management Inc.14,776$1.41M0.1%+229.2%0.053%
5/8/2024Avantax Advisory Services Inc.4,595$439K0.0%+22.2%0.017%
5/7/2024 Concurrent Investment Advisors LLC54,788$5.24M0.2%+1.3%0.197%
5/6/2024 Gill Capital Partners LLC5,236$477K0.2%-6.0%0.019%
5/4/2024 Geneos Wealth Management Inc.24,514$2.35M0.1%-1.8%0.088%
5/4/2024 Essex LLC12,624$1.21M0.3%-4.8%0.045%
5/3/2024 Etfidea LLC89,473$8.56M2.9%-0.2%0.322%
5/2/2024 Moloney Securities Asset Management LLC43,073$4.12M0.6%N/A0.155%
5/1/2024 Janney Montgomery Scott LLC35,557$3.40M0.0%+3.5%0.130%
5/1/2024 BNP Paribas Financial Markets644$62K0.0%-53.4%0.002%
4/30/2024 Private Advisor Group LLC36,903$3.53M0.0%-5.7%0.135%
4/30/2024 J.W. Cole Advisors Inc.13,863$1.32M0.1%+8.0%0.051%
4/30/2024 Norden Group LLC69,852$6.68M0.5%N/A0.255%
4/30/2024 Beam Wealth Advisors Inc.6,669$638K0.4%-4.8%0.024%
4/30/2024 SpiderRock Advisors LLC3,300$305K0.0%N/A0.012%
4/30/2024 Delta Financial Group Inc.4,968$475K0.1%+4.7%0.018%
4/30/2024 Arkadios Wealth Advisors3,536$338K0.0%-6.9%0.013%
4/29/2024Commonwealth Equity Services LLC127,413$12.19M0.0%-0.2%0.465%
4/27/2024 Kellett Wealth Advisors LLC8,383$802K0.6%+6.3%0.031%
4/26/2024 Bellevue Asset Management LLC2,974$284K0.2%-14.9%0.011%
4/26/2024 YHB Investment Advisors Inc.1,950$187K0.0%N/A0.007%
4/26/2024 Clear Creek Financial Management LLC12,037$1.15M0.1%+14.3%0.044%
4/26/2024 Tritonpoint Wealth LLC5,377$514K0.1%+57.9%0.020%
4/26/2024 Meridian Wealth Management LLC3,555$340K0.1%-6.1%0.013%
4/25/2024 Eudaimonia Advisors LLC5,261$503K0.3%+3.5%0.019%
4/25/2024 Cambridge Investment Research Advisors Inc.97,511$9.33M0.0%+8.9%0.356%
4/24/2024 Newbridge Financial Services Group Inc.531$51K0.0%-73.3%0.002%
4/24/2024 GDS Wealth Management148,294$14.18M1.7%-1.6%0.541%
4/24/2024 Spire Wealth Management546$52K0.0%-24.1%0.002%
4/23/2024 WASHINGTON TRUST Co256,799$24.56M0.9%+1.4%0.937%
4/23/2024 Fifth Third Bancorp1,100$105K0.0%-44.6%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.86,705$8.29M0.0%-12.5%0.316%
4/22/2024 HF Advisory Group LLC5,070$485K0.3%+2.9%0.019%
4/22/2024 Raymond James & Associates92,612$8.86M0.0%+17.1%0.338%
4/20/2024 Kesler Norman & Wride LLC4,237$405K0.1%+38.5%0.015%
4/19/2024 Wealthstar Advisors LLC21,037$2.01M0.7%+22.2%0.077%
4/18/2024 SeaCrest Wealth Management LLC2,181$209K0.0%N/A0.008%
4/16/2024 Stillwater Capital Advisors LLC56,283$5.38M0.8%-10.6%0.205%
4/16/2024 Touchstone Capital Inc.2,837$271K0.3%N/A0.010%
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4/16/2024 Wealth Enhancement Advisory Services LLC9,434$902K0.0%-2.1%0.034%
4/15/2024 Wealthcare Advisory Partners LLC5,857$560K0.0%+30.6%0.021%
4/15/2024 Cascade Wealth Advisors Inc8,280$750K0.6%N/A0.030%
4/15/2024 Brookstone Capital Management58,953$5.64M0.1%+812.2%0.243%
4/15/2024 West Paces Advisors Inc.295$28K0.0%-46.4%0.001%
4/13/2024 Retirement Planning Group LLC2,581$247K0.0%N/A0.011%
4/12/2024 Central Valley Advisors LLC6,927$663K0.3%-38.6%0.029%
4/12/2024 Global Trust Asset Management LLC335$32K0.0%+81.1%0.001%
4/11/2024 Matthew Goff Investment Advisor LLC9,845$942K0.2%+4.2%0.041%
4/10/2024 Park Avenue Securities LLC2,235$214K0.0%N/A0.009%
4/10/2024 EWG Elevate Inc.40,183$3.84M1.5%N/A0.166%
4/8/2024 Atlas Brown Inc.3,071$294K0.1%+13.5%0.013%
4/5/2024 NBC Securities Inc.2,098$211K0.0%-20.5%0.009%
4/5/2024 CWM LLC4,030$385K0.0%+5.0%0.017%
3/28/2024 Newbridge Financial Services Group Inc.1,986$170K0.1%+11.3%0.008%
3/22/2024PNC Financial Services Group Inc.26,680$2.28M0.0%-7.0%0.110%
3/15/2024B. Riley Wealth Advisors Inc.7,414$633K0.0%-4.9%0.031%
3/5/2024Fisher Asset Management LLC2,197,593$187.70M0.1%-2.0%9.062%
3/1/2024Creekmur Asset Management LLC4,456$381K0.1%N/A0.018%
3/1/2024Goldman Sachs Group Inc.676,305$57.76M0.0%-5.8%2.789%
2/15/2024Pettyjohn Wood & White Inc.38,117$3.26M0.7%-2.5%0.157%
2/14/2024XML Financial LLC102,479$8.75M0.9%+3.7%0.423%
2/14/2024Connectus Wealth LLC82,130$7.03M0.1%N/A0.339%
2/13/2024Angeles Wealth Management LLC913$78K0.0%N/A0.004%
2/13/2024Keeley Teton Advisors LLC6,899$589K0.1%-5.6%0.028%
2/13/2024Cetera Advisor Networks LLC111,391$9.51M0.1%+0.6%0.459%
2/13/2024Peapack Gladstone Financial Corp17,482$1.49M0.0%-0.8%0.072%
2/12/2024Scotia Capital Inc.139,858$11.94M0.1%-2.2%0.577%
2/12/2024Focus Financial Network Inc. ADV3,378$288K0.0%N/A0.014%
2/12/2024Stifel Financial Corp80,228$6.85M0.0%-0.5%0.331%
2/12/2024Steward Partners Investment Advisory LLC4,696$401K0.0%+8.8%0.019%
2/12/2024 Wulff Hansen & CO.2,775$237K0.3%-15.5%0.011%
2/12/2024 Mitchell Sinkler & Starr PA780$67K0.0%N/A0.003%
2/12/2024 Parallel Advisors LLC302$26K0.0%-31.4%0.001%
2/12/2024Hsbc Holdings PLC14,750$1.26M0.0%N/A0.061%
2/9/2024 Congress Wealth Management LLC DE 2,516$215K0.0%N/A0.010%
2/9/2024 Advisory Services Network LLC46,864$4.00M0.1%+9.7%0.193%
2/9/2024HCR Wealth Advisors3,928$336K0.1%N/A0.016%
2/9/2024FineMark National Bank & Trust2,625$224K0.0%N/A0.011%
2/9/2024 Cambridge Investment Research Advisors Inc.89,502$7.64M0.0%+31.4%0.369%
2/9/2024Balboa Wealth Partners15,510$1.33M0.4%N/A0.064%
2/9/2024 Central Valley Advisors LLC11,275$963K0.6%N/A0.046%
2/9/2024Corient Private Wealth LLC18,760$1.60M0.0%+13.4%0.077%
2/9/2024Wells Fargo & Company MN323,085$27.60M0.0%-14.6%1.332%
2/9/2024Gladstone Institutional Advisory LLC2,729$233K0.0%N/A0.011%
2/9/2024UBS Group AG369,733$31.58M0.0%+9.7%1.525%
2/9/2024PNC Financial Services Group Inc.26,680$2.28M0.0%-7.0%0.110%
2/8/2024Level Four Advisory Services LLC4,373$374K0.0%N/A0.018%
2/8/2024Atlantic Edge Private Wealth Management LLC825$70K0.0%N/A0.003%
2/8/2024Navellier & Associates Inc.5,788$494K0.1%N/A0.024%
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2/8/2024 Meridian Wealth Management LLC3,785$323K0.0%-49.9%0.016%
2/8/2024 Apexium Financial LP9,024$771K0.1%N/A0.037%
2/8/2024 Janney Montgomery Scott LLC34,365$2.94M0.0%+13.9%0.142%
2/7/2024Avantax Advisory Services Inc.3,760$321K0.0%+11.2%0.016%
2/7/2024 Envestnet Portfolio Solutions Inc.2,713$232K0.0%N/A0.011%
2/7/2024One Capital Management LLC12,634$1.08M0.0%N/A0.052%
2/7/2024 NBC Securities Inc.2,638$225K0.0%-11.0%0.011%
2/7/2024Principal Securities Inc.732$63K0.0%N/A0.003%
2/7/2024 GDS Wealth Management150,722$12.87M1.7%-0.5%0.622%
2/6/2024 Lincoln National Corp5,524$472K0.0%+8.2%0.023%
(Data available from 1/1/2016 forward)

IYF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYF shares?

During the previous two years, 321 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($187.70M), Bank of America Corp DE ($145.00M), The Manufacturers Life Insurance Company ($89.00M), SG Americas Securities LLC ($63.11M), Goldman Sachs Group Inc. ($57.76M), UBS Group AG ($31.58M), and LPL Financial LLC ($28.50M).Learn more on IYF's institutional investors.

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

Of the 237 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 ($1.19M), Fisher Asset Management LLC ($928.93K), SG Americas Securities LLC ($844.23K), Bank of America Corp DE ($259.76K), International Assets Investment Management LLC ($165.37K), UBS Group AG ($146.21K), and PGIM Custom Harvest LLC ($141.80K).

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

Institutional investors have bought a total of 6,445,631 shares in the last 24 months. This purchase volume represents approximately $490.37M in transactions.

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

Of the 188 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: Wells Fargo & Company MN ($205.42K), Prostatis Group LLC ($179.53K), Stillwater Capital Advisors LLC ($162.95K), Qube Research & Technologies Ltd ($160.30K), Raymond James Financial Services Advisors Inc. ($148.04K), Prudential Financial Inc. ($120.39K), and Envestnet Asset Management Inc. ($120.35K).

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

Institutional investors have sold a total of 2,862,293 shares in the last 24 months. This volume of shares sold represents approximately $215.14M in transactions.


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This page (NYSEARCA:IYF) was last updated on 5/9/2024 by MarketBeat.com Staff

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