Who Owns iShares U.S. Financials ETF (IYF)?Hedge Fund & Institutional Holders

$116.12+0.02 (+0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$99.23$107.67$116.12$124.56$133.00Sep 24Jun 25Mar 26

IYF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Phoenix Financial Ltd.New Position+1.2M+$154.0B
SAGESPRING WEALTH PARTNERS, LLCNew Position+827K+$106.6B
HSBC HOLDINGS PLCNew Position+805K+$103.8B
JPMORGAN CHASE & COIncreased+683K+$87.0B
PRINCIPAL FINANCIAL GROUP INCNew Position+273K+$35.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+215K+$27.0B
Magnus Financial Group LLCNew Position+201K+$25.9B
CITIGROUP INCIncreased+196K+$23.0B
MinichMacGregor Wealth Management, LLCNew Position+129K+$16.7B
PATTEN & PATTEN INC/TNNew Position+117K+$15.1B
Steward Partners Investment Advisory, LLCIncreased+102K+$13.9B
JONES FINANCIAL COMPANIES LLLPNew Position+92K+$11.0B
STIFEL FINANCIAL CORPIncreased+86K+$9.7B
Prasad Wealth Partners, LLCNew Position+65K+$8.4B
Finley Financial, LLCNew Position+59K+$7.5B

IYF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-95K-$89.8B
TWO SIGMA INVESTMENTS, LPClosed Position-361K-$45.7B
BANK OF MONTREAL /CAN/Decreased-337K-$43.6B
SHERMAN PORFOLIOS, LLCClosed Position-230K-$25.5B
Cetera Investment AdvisersDecreased-12K-$20.3B
Camarda Financial Advisors, LLCClosed Position-108K-$13.6B
WELLS FARGO & COMPANY/MNDecreased-77K-$10.1B
OneDigital Investment Advisors LLCDecreased-64K-$8.6B
RPS ADVISORY SOLUTIONS LLCDecreased-66K-$8.4B
Summit Financial Consulting LLCClosed Position-55K-$6.9B
NewEdge Advisors, LLCDecreased-6K-$6.3B
Mariner, LLCDecreased-4K-$5.6B
SYNOVUS FINANCIAL CORPClosed Position-36K-$4.6B
GOLDMAN SACHS GROUP INCDecreased-34K-$4.6B
Prospera Financial Services IncDecreased-13K-$4.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Fisher Asset Management, LLC1,733,313$223.0B76.11%Share
2BANK OF AMERICA CORP /DE/1,393,017$179.0B13.02%Share
3Phoenix Financial Ltd.1,196,572$154.0B1669.01%Share
4JPMORGAN CHASE & CO950,155$122.0B7.66%Share
5SAGESPRING WEALTH PARTNERS, LLC826,819$106.6B1936.79%Share
6HSBC HOLDINGS PLC805,296$103.8B59.01%Share
7GOLDMAN SACHS GROUP INC610,751$78.0B9.62%Share
8Steward Partners Investment Advisory, LLC418,874$54.0B296.12%Share
9UBS Group AG415,723$53.6B8.69%Share
10BANK OF MONTREAL /CAN/346,482$44.0B15.24%Share
11WELLS FARGO & COMPANY/MN290,466$37.0B6.74%Share
12FMR LLC285,465$36.0B1.84%Share
13PRINCIPAL FINANCIAL GROUP INC272,810$35.2B17.96%Share
14COMMONWEALTH EQUITY SERVICES, LLC214,665$27.0B35.99%Share
15ROYAL BANK OF CANADA213,362$27.0B4.39%Share
16Magnus Financial Group LLC200,660$25.9B1.98%Share
17CITIGROUP INC183,242$23.0B10.15%Share
18AMERIPRISE FINANCIAL INC174,230$22.0B4.97%Share
19SCOTIA CAPITAL INC.164,869$21.0B84.56%Share
20OSAIC HOLDINGS, INC.159,328$20.0B29.22%Share
21WELLS FARGO & COMPANY/MN162,436$20.0B3.64%Share
22BANK OF AMERICA CORP /DE/147,070$18.0B1.31%Share
23RAYMOND JAMES FINANCIAL INC141,748$18.0B5.60%Share
24MinichMacGregor Wealth Management, LLC129,156$16.7B3.02%Share
25PATTEN & PATTEN INC/TN117,282$15.1B0.89%Share
26STIFEL FINANCIAL CORP123,297$15.0B13.49%Share
27RAYMOND JAMES FINANCIAL INC102,394$13.0B4.04%Share
28JPMORGAN CHASE & CO99,043$12.0B0.75%Share
29JONES FINANCIAL COMPANIES LLLP91,835$11.0B6.71%Share
30UNITED CAPITAL FINANCIAL ADVISORS, LLC75,709$9.0B54.19%Share
31STIFEL FINANCIAL CORP75,605$9.0B8.10%Share
32Prasad Wealth Partners, LLC65,415$8.4B2.25%Share
33ROYAL BANK OF CANADA68,102$8.0B1.30%Share
34Finley Financial, LLC58,550$7.5B3.46%Share
35First Citizens Financial Corp54,423$7.0B3.47%Share
36WASHINGTON TRUST Co55,654$7.0B0.23%Share
37Private Advisor Group, LLC60,152$7.0B32.93%Share
38UNIQUE WEALTH, LLC50,166$6.5B0.90%Share
39Zurich Insurance Group Ltd/FI50,250$6.0B41.63%Share
40OneDigital Investment Advisors LLC51,738$6.0B58.81%Share
41Centerline Wealth Advisors, LLC41,516$5.4B1.94%Share
42HC Advisors, LLC36,048$4.6B3.22%Share
43Eagle Strategies LLC35,838$4.6B0.59%Share
44Ethos Financial Group, LLC35,362$4.6B0.34%Share
45KKM Financial LLC32,159$4.1B0.74%Share
46First Heartland Consultants, Inc.31,839$4.1B0.31%Share
47Equitable Holdings, Inc.32,901$4.0B27.35%Share
48SYON CAPITAL LLC31,768$4.0B0.20%Share
49Stratos Wealth Partners, LTD.30,877$4.0B45.00%Share
50FORTE ASSET MANAGEMENT LLC28,943$3.7B1.69%Share

IYF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025463$1.8T+203
Q3 2025260$1.3T-156
Q2 2025416$1.6T+2
Q1 2025414$2.1T+65
Q4 2024349$32.1T+85
Q3 2024264$153.2T+17
Q2 2024247$73.6T+15
Q1 2024232$50.6T—

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As of Q4 2025, 50 institutional investors hold IYF (iShares U.S. Financials ETF). The largest holder is Fisher Asset Management, LLC with $223.0B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own IYF?

As of Q4 2025, 50 institutional investors report holding IYF (iShares U.S. Financials ETF) in their 13F filings.

Who is the largest institutional holder of IYF?

The largest institutional holder of IYF is Fisher Asset Management, LLC with $223.0B in shares.

Is institutional ownership of IYF increasing or decreasing?

This quarter, 11 institutions opened new positions in IYF and 5 closed their positions.