Who Owns IYF?
iShares U.S. Financials ETF — Institutional Ownership & 13F Holdings
$124.22
+1.05 (+0.86%)
Market Cap
$3.6B
Shares Outstanding
27,400,163
Institutional Holders
414
Total Inst. Value
$1.8B
% of Float Held
—
QoQ Holder Change
+182
Institutional data as of Q1 2025
New Positions
110
Closed Positions
45
Increased
127
Decreased
92
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $206.5M | 1,829,686 |
| 2 | BANK OF AMERICA CORP /DE/ | $175.7M | 1,556,693 |
| 3 | FIL LtdNew | $173.3M | 1,535,804 |
| 4 | MORGAN STANLEY | $158.2M | 1,401,896 |
| 5 | GOLDMAN SACHS GROUP INC | $104.9M | 929,654 |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.7M | 688,878 |
| 7 | HSBC HOLDINGS PLC | $74.6M | 661,142 |
| 8 | PGIM Custom Harvest LLC | $73.2M | 648,435 |
| 9 | BANK OF MONTREAL /CAN/ | $71.8M | 636,281 |
| 10 | WELLS FARGO & COMPANY/MN | $58.4M | 517,298 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FIL LtdNew | +1.5M | $173.3M |
| MORGAN STANLEY | +48K | $158.2M |
| GOLDMAN SACHS GROUP INC | +105K | $104.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +45K | $77.7M |
| PGIM Custom Harvest LLC | +138K | $73.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | -1.1M | $6K |
| HSBC HOLDINGS PLC | -363K | $74.6M |
| WASHINGTON TRUST Co | -159K | $9.1M |
| BANK OF AMERICA CORP /DE/ | -142K | $175.7M |
| GDS Wealth Management | -133K | $525K |
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Frequently Asked Questions
How many institutional investors hold IYF?
As of Q1 2025, 414 institutional investors report holding IYF (iShares U.S. Financials ETF) in their 13F filings.
Which hedge fund owns the most IYF?
The largest institutional holder of IYF is Fisher Asset Management, LLC with $206.5M in shares.
Are institutions buying or selling IYF?
This quarter, 110 institutions opened new positions in IYF and 45 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.