iShares US Financials ETFIYFETF
13F holders, Q2 2024 (June 30)368holders +12
28new positions
15sold out
5famous investors
$94.57avg. 13F price*
At the end of Q2 2024, 368 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 12 from Q1 2024. 28 opened new positions and 15 sold out. The largest holders were Fisher Asset Management ($194.3M), Bank of America Corp. ($155.2M) and Morgan Stanley ($118.1M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $71.5M |
| Exits | 15 | $44.0M |
All 13F filers, Q1 2024 → Q2 2024: 1,277,783 shares bought and 1,854,657 shares sold, net −576,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 368 holders
| Fisher Asset Management | 0.08% | Reduce -4.0% | 2,054,989 | $194.3M |
| Bank of America Corp. | 0.01% | Reduce -1.9% | 1,641,402 | $155.2M |
| Morgan Stanley | 0.01% | Add +4.8% | 1,248,660 | $118.1M |
| Phoenix Financial Ltd. | 1.73% | Reduce -4.6% | 1,196,572 | $113.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.4% | 675,492 | $63.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.1% | 671,476 | $63.5M |
| Manufacturers Life Insurance Company, The | 0.05% | New | 598,582 | $56.6M |
| LPL Financial LLC | 0.02% | Add +21.0% | 475,892 | $45.0M |
| PGIM Custom Harvest LLC | 0.94% | Add +37.0% | 443,866 | $42.0M |
| UBS Group AG | 0.01% | Reduce -0.1% | 367,239 | $34.7M |
| FMR LLC | 0.00% | Reduce -0.5% | 325,156 | $30.7M |
| Wells Fargo & Company | 0.01% | Reduce -1.7% | 291,546 | $27.6M |
| WASHINGTON TRUST Co | 0.86% | Reduce -3.4% | 248,150 | $23.5M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 203,936 | $19.3M |
| Magnus Financial Group LLC | 1.96% | Add +1.1% | 183,820 | $17.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -11.7% | 164,878 | $15.6M |
| Scotia Capital Inc. | 0.08% | Add +9.0% | 149,686 | $14.2M |
| GDS Wealth Management | 1.53% | Reduce -0.4% | 147,757 | $14.0M |
| Cetera Investment Advisers | 0.03% | Add +1.2% | 125,852 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.8% | 125,179 | $11.8M |
| Patten & Patten Inc. | 0.82% | Reduce -2.8% | 124,330 | $11.8M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -3.5% | 111,301 | $10.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.9% | 108,016 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.5% | 107,725 | $10.2M |
| XML Financial, LLC | 1.02% | Add +3.3% | 107,291 | $10.1M |
| Raymond James & Associates | 0.01% | Add +4.8% | 97,072 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.7% | 96,524 | $9.1M |
| Pinkerton Wealth, LLC | 1.37% | Add +29.0% | 94,171 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 91,480 | $8.7M |
| Etfidea, LLC | 2.86% | Reduce -0.2% | 89,334 | $8.4M |
| OneDigital Investment Advisors LLC | 0.11% | Add +6.2% | 89,189 | $8.4M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -0.0% | 86,049 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 82,481 | $7.8M |
| Townsquare Capital LLC | 0.10% | Add +13.6% | 80,394 | $7.6M |
| Moloney Securities Asset Management, LLC | 1.11% | Add +86.4% | 80,278 | $7.6M |
| Norden Group LLC | 1.52% | Add +14.1% | 79,689 | $7.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -14.0% | 74,577 | $7.1M |
| AE Wealth Management LLC | 0.06% | Reduce -5.4% | 67,219 | $6.4M |
| First Citizens Financial Corp | 3.69% | Reduce -1.8% | 65,912 | $6.2M |
| Brookstone Capital Management | 0.09% | Reduce -4.7% | 56,197 | $5.7M |
| Stillwater Capital Advisors, LLC | 0.74% | Reduce -0.2% | 56,161 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -44.3% | 53,609 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.17% | Reduce -2.0% | 53,676 | $5.1M |
| Three Seasons Wealth, LLC | 2.51% | Add +7.0% | 47,924 | $4.5M |
| Sharp Wealth Advisory, LLC | 3.75% | Add +4.9% | 46,266 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +16.5% | 45,575 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +22.7% | 43,630 | $4.1M |
| HC Advisors, LLC | 3.46% | Add +6.4% | 39,691 | $3.8M |
| KKM Financial LLC | 1.76% | Add +1.9% | 40,809 | $3.7M |
| RPS Advisory Solutions LLC | 3.23% | — | 37,022 | $3.5M |
| Pettyjohn, Wood & White, Inc. | 0.68% | Reduce -1.4% | 36,892 | $3.5M |
| Synovus Financial Corp. | 0.05% | Reduce -1.1% | 36,512 | $3.5M |
| Transcendent Capital Group LLC | 1.90% | New | 34,923 | $3.3M |
| Colony Family Offices, LLC | 0.99% | No change | 32,591 | $3.1M |
| Balboa Wealth Partners | 0.74% | Add +9.4% | 29,642 | $2.8M |
| First Heartland Consultants, Inc. | 0.28% | Reduce -1.2% | 29,296 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.9% | 28,440 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +8.8% | 27,736 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | — | 27,603 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 25,927 | $2.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Add +3.7% | 25,677 | $2.4M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.4% | 24,419 | $2.3M |
| CX Institutional | 0.11% | Reduce -3.1% | 24,326 | $2.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.8% | 24,258 | $2.3M |
| Independent Financial Group, LLC | 0.09% | Reduce -8.2% | 24,216 | $2.3M |
| Eagle Strategies LLC | 0.44% | Add +529.0% | 24,122 | $2.3M |
| Somerset Group LLC | 1.93% | Add +0.5% | 22,995 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -39.3% | 22,387 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 21,816 | $2.1M |
| Kovack Advisors, Inc. | 0.21% | Reduce -4.1% | 20,293 | $1.9M |
| EWG Elevate Inc. | 0.70% | Reduce -49.6% | 20,235 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -3.1% | 19,575 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -3.9% | 19,396 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +2.1% | 19,357 | $1.8M |
| Founders Financial Securities LLC | 0.17% | Add +4.1% | 19,180 | $1.8M |
| Mariner, LLC | 0.00% | Add +4.8% | 18,994 | $1.8M |
| D. E. Shaw & Co. | 0.00% | New | 18,963 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +62.5% | 18,799 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -4.3% | 18,512 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.6% | 18,130 | $1.7M |
| MMBG Investment Advisors Co. | 0.18% | No change | 17,600 | $1.7M |
| Harmony Asset Management LLC | 0.69% | Add +2.6% | 17,524 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.79% | Add +0.6% | 17,134 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 16,275 | $1.5M |
| Nikulski Financial, Inc. | 0.48% | No change | 16,054 | $1.5M |
| Koshinski Asset Management, Inc. | 0.14% | Add +6.9% | 15,790 | $1.5M |
| Flow Traders U.S. LLC | 0.07% | Add +13.5% | 15,989 | $1.5M |
| Callan Capital, LLC | 0.12% | Add +0.1% | 15,888 | $1.5M |
| Centaurus Financial, Inc. | 0.10% | New | 15,873 | $1.5M |
| Millennium Management | 0.00% | Add +5.5% | 15,393 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +1.3% | 15,206 | $1.4M |
| Creative Planning | 0.00% | Add +0.5% | 15,070 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -4.5% | 14,989 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.3% | 14,867 | $1.4M |
| Allstate Corp. | 0.11% | New | 14,800 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +4.6% | 14,495 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -1.5% | 14,409 | $1.4M |
| GTS Securities LLC | 0.03% | New | 13,943 | $1.3M |
| Level Four Advisory Services, LLC | 0.06% | Add +206.9% | 13,423 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Add +11.3% | 13,395 | $1.3M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.