iShares US Financials ETFIYFETF
13F holders, Q1 2024 (March 31)356holders
3famous investors
$95.61avg. 13F price*
At the end of Q1 2024, 356 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings. The largest holders were Fisher Asset Management ($204.9M), Bank of America Corp. ($160.1M) and Phoenix Financial Ltd. ($120.0M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $199.2M |
| Exits | 24 | $19.6M |
Ownership 356 holders
| Fisher Asset Management | 0.10% | Reduce -2.5% | 2,141,695 | $204.9M |
| Bank of America Corp. | 0.02% | Add +4.8% | 1,673,400 | $160.1M |
| Phoenix Financial Ltd. | 1.66% | New | 1,254,000 | $120.0M |
| Morgan Stanley | 0.01% | Add +3.3% | 1,191,038 | $113.9M |
| HSBC Holdings PLC | 0.06% | Add +5723.8% | 859,016 | $82.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.3% | 685,312 | $65.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.5% | 670,627 | $64.1M |
| FIL Ltd | 0.04% | New | 406,580 | $38.9M |
| LPL Financial LLC | 0.02% | Add +12.6% | 393,293 | $37.6M |
| UBS Group AG | 0.01% | Reduce -0.6% | 367,660 | $35.2M |
| FMR LLC | 0.00% | Reduce -1.1% | 326,688 | $31.2M |
| PGIM Custom Harvest LLC | 0.77% | Reduce -4.5% | 323,998 | $31.0M |
| Wells Fargo & Company | 0.01% | Reduce -8.2% | 296,641 | $28.4M |
| WASHINGTON TRUST Co | 0.90% | Add +1.4% | 256,799 | $24.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 200,806 | $19.2M |
| Osaic Holdings, Inc. | 0.04% | Add +133.1% | 186,794 | $17.9M |
| Magnus Financial Group LLC | 2.08% | Add +1.7% | 181,836 | $17.4M |
| GDS Wealth Management | 1.66% | Reduce -1.6% | 148,294 | $14.2M |
| Scotia Capital Inc. | 0.08% | Reduce -1.8% | 137,325 | $13.1M |
| Patten & Patten Inc. | 0.87% | Add +2.5% | 127,930 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.2% | 127,413 | $12.2M |
| Cetera Investment Advisers | 0.03% | Add +1043.8% | 124,382 | $11.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 118,169 | $11.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -3.0% | 115,358 | $11.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +146.0% | 106,028 | $10.1M |
| XML Financial, LLC | 1.02% | Add +1.4% | 103,912 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +8.9% | 97,511 | $9.3M |
| Bank of Montreal | 0.00% | Add +100.8% | 96,202 | $9.2M |
| Raymond James & Associates | 0.01% | Add +17.1% | 92,612 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +12.7% | 90,373 | $8.6M |
| Etfidea, LLC | 2.92% | Reduce -0.2% | 89,473 | $8.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -12.5% | 86,705 | $8.3M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -3.4% | 86,074 | $8.2M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -14.8% | 84,022 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 82,415 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.0% | 77,406 | $7.4M |
| Pinkerton Wealth, LLC | 1.12% | Add +26.9% | 73,014 | $7.0M |
| AE Wealth Management LLC | 0.08% | Reduce -9.7% | 71,028 | $6.8M |
| Townsquare Capital LLC | 0.10% | Add +55.8% | 70,749 | $6.8M |
| Norden Group LLC | 1.36% | New | 69,852 | $6.7M |
| First Citizens Financial Corp | 3.81% | Reduce -0.7% | 67,099 | $6.4M |
| Brookstone Capital Management | 0.10% | Add +812.2% | 58,953 | $5.6M |
| Stillwater Capital Advisors, LLC | 0.80% | Reduce -10.6% | 56,283 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +1.3% | 54,788 | $5.2M |
| Three Seasons Wealth, LLC | 2.96% | Add +44.3% | 44,786 | $4.2M |
| Sharp Wealth Advisory, LLC | 3.92% | Add +12.9% | 44,118 | $4.2M |
| Moloney Securities Asset Management, LLC | 0.63% | New | 43,073 | $4.1M |
| EWG Elevate Inc. | 1.46% | New | 40,183 | $3.8M |
| KKM Financial LLC | 1.87% | Add +102.4% | 40,035 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 39,112 | $3.7M |
| Pettyjohn, Wood & White, Inc. | 0.71% | Reduce -1.8% | 37,417 | $3.6M |
| HC Advisors, LLC | 1.70% | Add +3.0% | 37,306 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +35.0% | 37,189 | $3.6M |
| Synovus Financial Corp. | 0.05% | Reduce -0.8% | 36,937 | $3.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -5.7% | 36,903 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.5% | 35,557 | $3.4M |
| Colony Family Offices, LLC | 1.01% | No change | 32,591 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -47.0% | 29,892 | $2.9M |
| First Heartland Consultants, Inc. | 0.29% | New | 29,649 | $2.8M |
| Balboa Wealth Partners | 0.83% | Add +74.6% | 27,084 | $2.6M |
| Independent Financial Group, LLC | 0.12% | Reduce -6.9% | 26,385 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 25,958 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +358.9% | 25,484 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +281.2% | 25,467 | $2.4M |
| CX Institutional | 0.12% | Reduce -48.4% | 25,115 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +1.8% | 24,760 | $2.4M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -1.8% | 24,514 | $2.3M |
| Somerset Group LLC | 2.05% | Reduce -20.1% | 22,881 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -33.9% | 21,789 | $2.1M |
| Kovack Advisors, Inc. | 0.24% | Reduce -0.1% | 21,153 | $2.0M |
| Wealthstar Advisors, LLC | 0.70% | Add +22.2% | 21,037 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -15.2% | 20,204 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +7.6% | 20,192 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +10.7% | 19,347 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -12.2% | 18,965 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +1.2% | 18,622 | $1.8M |
| Founders Financial Securities LLC | 0.18% | Add +0.4% | 18,425 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -3.1% | 18,118 | $1.7M |
| MMBG Investment Advisors Co. | 0.18% | No change | 17,600 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.8% | 17,138 | $1.6M |
| Harmony Asset Management LLC | 0.67% | Add +42.1% | 17,082 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.93% | Reduce -0.3% | 17,030 | $1.6M |
| Nikulski Financial, Inc. | 0.51% | Add +28.5% | 16,054 | $1.5M |
| Callan Capital, LLC | 0.13% | Reduce -0.3% | 15,872 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +7.3% | 15,697 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.08% | New | 15,014 | $1.4M |
| Creative Planning | 0.00% | Reduce -5.3% | 15,002 | $1.4M |
| Koshinski Asset Management, Inc. | 0.14% | Add +229.2% | 14,776 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +50.3% | 14,634 | $1.4M |
| Millennium Management | 0.00% | Reduce -7.8% | 14,596 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | New | 14,092 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +8.0% | 13,863 | $1.3M |
| Avior Wealth Management, LLC | 0.06% | New | 12,837 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -5.8% | 12,668 | $1.2M |
| Essex LLC | 0.28% | Reduce -4.8% | 12,624 | $1.2M |
| Smartleaf Asset Management LLC | 0.23% | Reduce -26.3% | 12,302 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Add +0.1% | 12,050 | $1.2M |
| Clear Creek Financial Management, LLC | 0.15% | Add +14.3% | 12,037 | $1.2M |
| Chesapeake Wealth Management | 0.42% | Reduce -0.5% | 11,978 | $1.1M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -3.6% | 12,103 | $1.1M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.