ISHARES US FINANCIALS ETF IYF
$131.89
+1.3% 52w: $113.64 – $131.95
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data113.64122.80131.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
464
-10 QoQ
13F value
$2.02B
-34.2% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.7×
$1.7M calls / $635K puts
Institutional value by quarter
Number of holders
Who owns IYF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | Long only active | 1.7M | $202.1M | 0.1% | -0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $181.9M | 0.0% | -1.4% |
| MORGAN STANLEY | Bank broker | 1.5M | $181.3M | 0.0% | -0.7% |
| Phoenix Financial Ltd. | Other | 1.2M | $140.8M | 1.3% | Held |
| PGIM Custom Harvest LLC | Wealth advisor | 1.1M | $125.8M | 2.0% | +81.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 710.6K | $83.6M | 0.1% | +8.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 645.4K | $75.9M | 0.0% | +4.4% |
| LPL Financial LLC | Bank broker | 560.4K | $65.9M | 0.0% | -8.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 559.0K | $65.8M | 0.1% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 425.5K | $50.1M | 0.0% | -6.1% |
| UBS Group AG | Bank broker | 407.4K | $47.9M | 0.0% | -2.7% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 324.0K | $38.1M | 0.2% | -22.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 314.8K | $37.0M | 0.0% | +27.4% |
| ROYAL BANK OF CANADA | Bank broker | 297.8K | $35.0M | 0.0% | +3.1% |
| FMR LLC | Long only active | 283.2K | $33.3M | 0.0% | -0.8% |
| Magnus Financial Group LLC | Wealth advisor | 206.6K | $24.3M | 2.0% | +3.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 199.5K | $23.5M | 0.0% | -7.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 191.7K | $22.6M | 0.1% | -1.7% |
| SCOTIA CAPITAL INC. | Other | 168.4K | $19.8M | 0.1% | +2.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 151.5K | $17.8M | 0.0% | +7.3% |
| Cetera Investment Advisers | Wealth advisor | 145.3K | $17.1M | 0.0% | -2.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 137.8K | $16.2M | 0.0% | -21.2% |
| JPMORGAN CHASE & CO | Bank broker | 135.6K | $15.6M | 0.0% | -87.1% |
| PATTEN & PATTEN INC/TN | Other | 116.9K | $13.8M | 0.8% | -0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 114.4K | $13.5M | 0.0% | +24.3% |
| XML Financial, LLC | Wealth advisor | 113.7K | $13.4M | 1.1% | +0.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 110.1K | $12.9M | 0.1% | +14.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 104.1K | $12.3M | 0.0% | -44.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 103.5K | $11.8M | 0.0% | +12.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 92.5K | $10.9M | 0.0% | -8.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 83.4K | $9.8M | 0.0% | -58.1% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 78.4K | $9.2M | 0.1% | -78.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 74.4K | $8.8M | 0.1% | -1.7% |
| Prasad Wealth Partners, LLC | Wealth advisor | 68.2K | $8.0M | 2.2% | +4.3% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 67.6K | $8.0M | 0.0% | -75.2% |
| Private Advisor Group, LLC | Wealth advisor | 56.8K | $6.7M | 0.0% | -5.6% |
| Tower Research Capital LLC (TRC) | Market maker | 56.6K | $6.7M | 0.2% | +514327.3% |
| WASHINGTON TRUST Co | Other | 54.6K | $6.4M | 0.2% | -3.3% |
| First Citizens Financial Corp | Wealth advisor | 54.3K | $6.4M | 3.0% | -0.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 54.3K | $6.4M | 0.0% | -85.0% |
| Zurich Insurance Group Ltd/FI | Other | 50.3K | $5.9M | 0.0% | Held |
| Stillwater Capital Advisors, LLC | Other | 50.1K | $5.9M | 0.7% | -16.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 47.1K | $5.5M | 0.0% | -1.9% |
| Valor Advisors LLC | Wealth advisor | 42.3K | $5.5M | 4.6% | Held |
| Finley Financial, LLC | Wealth advisor | 40.4K | $4.8M | 2.2% | -31.0% |
| Ethos Financial Group, LLC | Wealth advisor | 35.4K | $4.6M | 0.3% | Held |
| CITIGROUP INC | Bank broker | 38.4K | $4.5M | 0.0% | -81.9% |
| Equitable Holdings, Inc. | Wealth advisor | 34.9K | $4.5M | 0.0% | +6.0% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 38.0K | $4.5M | 0.1% | +3.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 37.7K | $4.4M | 0.0% | +647.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.