iShares US Financials ETFIYFETF
13F holders, Q2 2026 (June 30)462holders −4
42new positions
46sold out
4famous investors
$127.47avg. 13F price*
At the end of Q2 2026, 462 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, down 4 from Q1 2026. 42 opened new positions and 46 sold out. The largest holders were Fisher Asset Management ($213.7M), Morgan Stanley ($203.6M) and Phoenix Financial Ltd. ($152.6M). 4 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $246.8M |
| Exits | 46 | $40.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,339,209 shares bought and 1,890,914 shares sold, net +448,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| Fisher Asset Management | 0.06% | Reduce -2.5% | 1,675,570 | $213.7M |
| Morgan Stanley | 0.01% | Add +3.7% | 1,597,090 | $203.6M |
| Phoenix Financial Ltd. | 1.04% | No change | 1,196,572 | $152.6M |
| Bank of America Corp. | 0.01% | Reduce -23.8% | 1,177,865 | $150.2M |
| PGIM Custom Harvest LLC | 1.71% | Add +0.3% | 1,072,262 | $136.7M |
| Manufacturers Life Insurance Company, The | 0.10% | New | 1,016,228 | $129.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +5.6% | 750,596 | $95.7M |
| FIL Ltd | 0.06% | New | 708,174 | $90.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.8% | 640,308 | $81.6M |
| LPL Financial LLC | 0.01% | Reduce -9.5% | 507,194 | $64.7M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 411,187 | $52.4M |
| UBS Group AG | 0.01% | Reduce -5.9% | 383,365 | $48.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.0% | 311,755 | $39.8M |
| Royal Bank of Canada | 0.01% | Reduce -6.6% | 278,069 | $35.5M |
| FMR LLC | 0.00% | Reduce -2.6% | 275,949 | $35.2M |
| Two Sigma Investments, LP | 0.02% | Reduce -59.9% | 224,000 | $28.6M |
| Magnus Financial Group LLC | 1.92% | Add +2.6% | 211,969 | $27.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.7% | 196,169 | $25.0M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -3.8% | 184,347 | $23.5M |
| Scotia Capital Inc. | 0.08% | Add +2.1% | 171,941 | $21.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +3.0% | 156,036 | $19.9M |
| Cetera Investment Advisers | 0.02% | Reduce -0.8% | 144,136 | $18.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -60.0% | 129,455 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.6% | 119,870 | $15.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 119,628 | $15.3M |
| Jones Financial Companies LLLP | 0.01% | Add +12.1% | 115,962 | $14.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +4.7% | 115,191 | $14.7M |
| Patten & Patten Inc. | 0.78% | Reduce -1.8% | 114,833 | $14.6M |
| XML Financial, LLC | 1.06% | Add +0.0% | 113,768 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Add +6.9% | 111,273 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 109,306 | $13.9M |
| Zurich Insurance Group Ltd | 0.07% | Add +68.6% | 84,730 | $10.8M |
| Prasad Wealth Partners, LLC | 2.48% | Add +18.5% | 80,854 | $10.3M |
| Bank of Montreal | 0.00% | Add +39.7% | 75,864 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.5% | 75,109 | $9.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.8% | 73,112 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -24.7% | 69,625 | $8.9M |
| Captrust Financial Advisors | 0.01% | Add +360.6% | 63,048 | $8.0M |
| Stifel Financial Corp. | 0.01% | Reduce -33.5% | 55,477 | $7.1M |
| First Citizens Financial Corp | 2.89% | Reduce -0.1% | 54,297 | $6.9M |
| WASHINGTON TRUST Co | 0.21% | Reduce -3.8% | 52,495 | $6.7M |
| Stillwater Capital Advisors, LLC | 0.64% | Reduce -1.0% | 49,581 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 46,769 | $6.0M |
| Valor Advisors LLC | 3.98% | No change | 42,296 | $5.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | Add +10.6% | 41,962 | $5.4M |
| Citigroup Inc. | 0.00% | Add +4.1% | 39,969 | $5.1M |
| Advisortrust Partners, LLC | 1.69% | Add +12538.4% | 38,800 | $4.9M |
| Finley Financial, LLC | 1.97% | Reduce -5.1% | 38,371 | $4.9M |
| Eagle Strategies LLC | 0.47% | Add +3.5% | 37,269 | $4.8M |
| HC Advisors, LLC | 2.87% | Add +1.6% | 37,120 | $4.7M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -0.1% | 35,504 | $4.5M |
| Ethos Financial Group, LLC | 0.29% | Reduce -2.9% | 34,348 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 33,206 | $4.2M |
| Pettyjohn, Wood & White, Inc. | 0.61% | Reduce -0.2% | 33,115 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.6% | 31,600 | $4.0M |
| Safe Harbor Fiduciary, LLC | 2.83% | Add +3.1% | 28,534 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -23.9% | 26,540 | $3.4M |
| Somerset Group LLC | 2.36% | Add +0.3% | 25,323 | $3.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -55.4% | 25,341 | $3.2M |
| KKM Financial LLC | 0.44% | Reduce -21.4% | 25,284 | $3.2M |
| Colony Family Offices, LLC | 0.70% | No change | 24,982 | $3.2M |
| Nvest Financial, LLC | 1.01% | Add +8.5% | 24,979 | $3.2M |
| Smartleaf Asset Management LLC | 0.10% | No change | 24,245 | $3.1M |
| Geneos Wealth Management Inc. | 0.06% | Add +0.4% | 24,093 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 23,573 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Add +45.4% | 23,484 | $3.0M |
| Syon Capital LLC | 0.13% | Reduce -28.7% | 23,258 | $3.0M |
| WealthCare Investment Partners, LLC | 0.67% | Reduce -3.2% | 21,485 | $2.7M |
| AlphaCore Capital LLC | 0.05% | Reduce -19.4% | 21,434 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -4.2% | 20,715 | $2.6M |
| Kovack Advisors, Inc. | 0.13% | Reduce -4.3% | 20,280 | $2.6M |
| CX Institutional | 0.07% | Add +0.1% | 20,157 | $2.6M |
| Financial Freedom, LLC | 1.17% | Add +20.9% | 20,056 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +27.7% | 19,362 | $2.5M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.9% | 18,312 | $2.3M |
| Creative Planning | 0.00% | Reduce -12.8% | 18,140 | $2.3M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.7% | 18,100 | $2.3M |
| Kennicott Capital Management LLC | 1.06% | Add +8.8% | 17,868 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.3% | 17,675 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 17,555 | $2.2M |
| Founders Financial Securities LLC | 0.11% | Reduce -0.1% | 16,573 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -11.4% | 16,557 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.41% | Add +20.8% | 16,154 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.0% | 16,387 | $2.1M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -79.5% | 16,090 | $2.1M |
| Allen Investment Management, LLC | 0.02% | No change | 15,835 | $2.0M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -1.0% | 15,549 | $2.0M |
| Aft, Forsyth & Company, Inc. | 0.94% | Reduce -5.8% | 15,389 | $2.0M |
| Gotham Asset Management | 0.00% | No change | 15,022 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -21.0% | 14,996 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +32.1% | 14,156 | $1.9M |
| MMBG Investment Advisors Co. | 0.15% | No change | 14,501 | $1.8M |
| Essex LLC | 0.27% | Reduce -2.4% | 13,768 | $1.8M |
| Commerce Bank | 0.01% | Reduce -0.9% | 13,683 | $1.7M |
| HBW Advisory Services LLC | 0.16% | Add +6.0% | 13,562 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +33.4% | 13,056 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +9.7% | 13,038 | $1.7M |
| Blair William & Co. | 0.00% | Add +0.1% | 12,996 | $1.7M |
| Gerald Baker Financial Group LLC | 0.47% | Reduce -3.1% | 12,865 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -19.3% | 12,864 | $1.6M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.