iShares US Financials ETFIYFETF
13F holders, Q3 2024 (September 30)387holders +19
35new positions
16sold out
5famous investors
$103.92avg. 13F price*
At the end of Q3 2024, 387 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 19 from Q2 2024. 35 opened new positions and 16 sold out. The largest holders were Fisher Asset Management ($206.5M), Bank of America Corp. ($173.2M) and Morgan Stanley ($133.4M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $110.2M |
| Exits | 16 | $9.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,911,320 shares bought and 338,085 shares sold, net +2,573,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| Fisher Asset Management | 0.08% | Reduce -3.3% | 1,987,411 | $206.5M |
| Bank of America Corp. | 0.02% | Add +1.5% | 1,666,682 | $173.2M |
| Morgan Stanley | 0.01% | Add +2.8% | 1,283,510 | $133.4M |
| Phoenix Financial Ltd. | 1.84% | No change | 1,196,572 | $124.3M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +28.5% | 769,351 | $79.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +6.2% | 717,312 | $74.5M |
| HSBC Holdings PLC | 0.04% | Add +5787.1% | 656,408 | $68.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.1% | 637,483 | $66.2M |
| FIL Ltd | 0.05% | New | 526,025 | $54.7M |
| LPL Financial LLC | 0.02% | Add +6.5% | 506,919 | $52.7M |
| PGIM Custom Harvest LLC | 1.01% | Add +8.5% | 481,742 | $50.1M |
| Bank of Montreal | 0.02% | Add +705.1% | 431,608 | $44.7M |
| UBS Group AG | 0.01% | Add +2.0% | 374,666 | $38.9M |
| Wells Fargo & Company | 0.01% | Add +8.6% | 316,460 | $32.9M |
| FMR LLC | 0.00% | Reduce -3.2% | 314,680 | $32.7M |
| Schroder Investment Management Group | 0.03% | New | 262,075 | $27.1M |
| WASHINGTON TRUST Co | 0.90% | Reduce -0.8% | 246,069 | $25.6M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 213,474 | $22.2M |
| Magnus Financial Group LLC | 2.00% | Add +2.6% | 188,646 | $19.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -1.9% | 161,782 | $16.8M |
| Scotia Capital Inc. | 0.09% | Add +6.8% | 159,891 | $16.6M |
| GDS Wealth Management | 1.49% | Reduce -0.4% | 147,226 | $15.3M |
| Cetera Investment Advisers | 0.03% | Add +4.4% | 131,395 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +16.2% | 125,179 | $13.0M |
| Apollon Wealth Management, LLC | 0.36% | Add +1161.0% | 124,235 | $12.9M |
| Patten & Patten Inc. | 0.85% | Reduce -0.7% | 123,515 | $12.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.4% | 123,379 | $12.8M |
| XML Financial, LLC | 1.08% | Add +4.0% | 111,605 | $11.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.6% | 110,808 | $11.5M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.4% | 109,691 | $11.4M |
| OneDigital Investment Advisors LLC | 0.12% | Add +15.6% | 103,092 | $10.7M |
| Raymond James & Associates | 0.01% | Add +3.5% | 100,471 | $10.4M |
| MinichMacGregor Wealth Management, LLC | 2.09% | New | 93,757 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 93,520 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 93,023 | $9.7M |
| Pinkerton Wealth, LLC | 1.38% | Reduce -2.9% | 91,446 | $9.5M |
| Etfidea, LLC | 2.96% | Add +0.7% | 89,954 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.4% | 87,729 | $9.1M |
| Townsquare Capital LLC | 0.10% | Add +4.7% | 84,146 | $8.7M |
| Norden Group LLC | 1.02% | Add +4.6% | 83,331 | $8.7M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -3.3% | 83,207 | $8.6M |
| Moloney Securities Asset Management, LLC | 1.15% | Add +2.5% | 82,273 | $8.5M |
| AE Wealth Management LLC | 0.07% | Add +4.6% | 70,287 | $7.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -8.7% | 68,095 | $7.1M |
| First Citizens Financial Corp | 3.57% | Reduce -1.6% | 64,869 | $6.7M |
| Three Seasons Wealth, LLC | 3.19% | Add +21.7% | 58,314 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +85.8% | 51,301 | $6.0M |
| Brookstone Capital Management | 0.08% | Reduce -4.8% | 53,499 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.16% | Reduce -2.1% | 52,525 | $5.5M |
| Stillwater Capital Advisors, LLC | 0.69% | Reduce -8.9% | 51,157 | $5.3M |
| Sharp Wealth Advisory, LLC | 3.90% | Add +5.2% | 48,685 | $5.1M |
| GTS Securities LLC | 0.10% | Add +236.0% | 46,849 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.0% | 45,827 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 45,353 | $4.7M |
| Citadel Advisors | 0.00% | Add +1752.0% | 41,634 | $4.3M |
| HC Advisors, LLC | 3.47% | Add +2.2% | 40,568 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +66.9% | 37,370 | $3.9M |
| Pettyjohn, Wood & White, Inc. | 0.70% | Reduce -0.9% | 36,575 | $3.8M |
| Synovus Financial Corp. | 0.04% | Add +0.1% | 36,567 | $3.8M |
| Second Half Financial Partners, LLC | 1.95% | New | 35,447 | $3.7M |
| RPS Advisory Solutions LLC | 2.63% | Reduce -4.5% | 35,366 | $3.7M |
| Financial Management Professionals, Inc. | 0.43% | New | 33,513 | $3.5M |
| CoreCap Advisors, LLC | 0.16% | New | 32,823 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +11.6% | 30,963 | $3.2M |
| Balboa Wealth Partners | 0.75% | Reduce -2.2% | 28,998 | $3.0M |
| First Heartland Consultants, Inc. | 0.32% | Reduce -2.2% | 28,648 | $3.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +9.3% | 28,056 | $2.9M |
| Colony Family Offices, LLC | 0.89% | Reduce -15.3% | 27,611 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +13.3% | 27,473 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.4% | 27,198 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 25,793 | $2.7M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.1% | 24,398 | $2.5M |
| Independent Financial Group, LLC | 0.09% | Reduce -2.4% | 23,633 | $2.5M |
| Eagle Strategies LLC | 0.43% | Reduce -4.1% | 23,139 | $2.4M |
| Somerset Group LLC | 2.20% | Reduce -0.1% | 22,980 | $2.4M |
| CX Institutional | 0.11% | Reduce -6.1% | 22,847 | $2.4M |
| KKM Financial LLC | 1.13% | Reduce -46.1% | 21,976 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 21,873 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +171.8% | 21,076 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +4.6% | 20,282 | $2.1M |
| Harmony Asset Management LLC | 0.75% | Add +12.2% | 19,667 | $2.0M |
| Mariner, LLC | 0.00% | Add +0.7% | 19,129 | $2.0M |
| Kovack Advisors, Inc. | 0.21% | Reduce -6.7% | 18,931 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.3% | 18,563 | $1.9M |
| Founders Financial Securities LLC | 0.17% | Reduce -5.1% | 18,195 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +15773.5% | 17,937 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.6% | 17,664 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 18,799 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.87% | Reduce -0.4% | 17,072 | $1.8M |
| MMBG Investment Advisors Co. | 0.18% | Reduce -4.2% | 16,866 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -13.4% | 16,753 | $1.7M |
| Millennium Management | 0.00% | Add +7.5% | 16,551 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +6.1% | 15,901 | $1.7M |
| Callan Capital, LLC | 0.12% | Reduce -0.3% | 15,848 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +6.2% | 15,784 | $1.6M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -1.0% | 15,625 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +5.7% | 15,317 | $1.6M |
| Allstate Corp. | 0.15% | No change | 14,800 | $1.5M |
| Creative Planning | 0.00% | Reduce -3.6% | 14,523 | $1.5M |
| Nikulski Financial, Inc. | 0.44% | Reduce -10.9% | 14,303 | $1.5M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.