iShares US Financials ETFIYFETF
13F holders, Q4 2024 (December 31)437holders +50
56new positions
16sold out
5famous investors
$110.60avg. 13F price*
At the end of Q4 2024, 437 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 50 from Q3 2024. 56 opened new positions and 16 sold out. The largest holders were Fisher Asset Management ($210.5M), Bank of America Corp. ($187.9M) and Morgan Stanley ($149.7M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $38.1M |
| Exits | 16 | $60.3M |
All 13F filers, Q3 2024 → Q4 2024: 3,209,841 shares bought and 1,579,331 shares sold, net +1,630,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 437 holders
| Fisher Asset Management | 0.08% | Reduce -4.2% | 1,903,513 | $210.5M |
| Bank of America Corp. | 0.02% | Add +1.9% | 1,698,803 | $187.9M |
| Morgan Stanley | 0.01% | Add +5.5% | 1,354,044 | $149.7M |
| Phoenix Financial Ltd. | 1.81% | No change | 1,196,572 | $132.3M |
| Schroder Investment Management Group | 0.12% | Add +326.7% | 1,118,327 | $123.7M |
| HSBC Holdings PLC | 0.07% | Add +56.0% | 1,023,916 | $113.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +15.0% | 824,632 | $91.2M |
| LPL Financial LLC | 0.03% | Add +33.8% | 678,478 | $75.0M |
| Bank of Montreal | 0.04% | Add +51.3% | 652,991 | $72.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.0% | 643,778 | $71.2M |
| PGIM Custom Harvest LLC | 1.10% | Add +6.0% | 510,571 | $56.5M |
| Wells Fargo & Company | 0.01% | Add +56.7% | 495,995 | $54.8M |
| UBS Group AG | 0.01% | Add +7.1% | 401,151 | $44.4M |
| FMR LLC | 0.00% | Reduce -1.4% | 310,388 | $34.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +95.8% | 241,559 | $26.7M |
| WASHINGTON TRUST Co | 0.95% | Reduce -2.6% | 239,746 | $26.5M |
| True Freedom Investing, LLC | 11.05% | — | 230,246 | $25.5M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 218,511 | $24.2M |
| Magnus Financial Group LLC | 2.07% | Add +2.4% | 193,219 | $21.4M |
| MinichMacGregor Wealth Management, LLC | 4.16% | Add +93.1% | 181,005 | $20.0M |
| Raymond James Financial Inc. | 0.01% | — | 176,119 | $19.5M |
| Cetera Investment Advisers | 0.04% | Add +27.8% | 167,944 | $18.6M |
| Osaic Holdings, Inc. | 0.04% | Add +2.8% | 166,272 | $18.4M |
| Scotia Capital Inc. | 0.09% | Add +1.0% | 161,422 | $17.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +44.1% | 158,074 | $17.5M |
| Ameriprise Financial Inc. | 0.00% | Add +79.0% | 156,988 | $17.4M |
| GDS Wealth Management | 1.38% | Reduce -6.8% | 137,208 | $15.2M |
| Apollon Wealth Management, LLC | 0.31% | Reduce -2.0% | 121,739 | $13.5M |
| Patten & Patten Inc. | 0.87% | Reduce -3.2% | 119,610 | $13.2M |
| XML Financial, LLC | 1.14% | Add +1.1% | 112,867 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -10.7% | 111,843 | $12.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.4% | 110,340 | $12.2M |
| Pinkerton Wealth, LLC | 1.68% | Add +14.7% | 104,857 | $11.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -86.7% | 102,141 | $11.3M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 97,072 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 91,813 | $10.2M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -11.3% | 91,487 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +101.6% | 91,448 | $10.1M |
| Moloney Securities Asset Management, LLC | 1.27% | Add +3.7% | 85,350 | $9.4M |
| Townsquare Capital LLC | 0.11% | Add +0.7% | 84,761 | $9.4M |
| Norden Group LLC | 1.05% | Add +0.6% | 83,859 | $9.3M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -0.7% | 82,621 | $9.1M |
| Finley Financial, LLC | 4.40% | — | 74,280 | $8.5M |
| Prostatis Group LLC | 2.30% | New | 71,483 | $7.9M |
| AE Wealth Management LLC | 0.06% | Reduce -2.1% | 68,798 | $7.6M |
| Second Half Financial Partners, LLC | 3.66% | Add +91.0% | 67,722 | $7.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +3521.9% | 67,404 | $7.5M |
| First Citizens Financial Corp | 3.83% | Reduce -1.5% | 63,870 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +7.4% | 55,100 | $6.5M |
| Three Seasons Wealth, LLC | 2.95% | Reduce -6.1% | 54,753 | $6.1M |
| Stillwater Capital Advisors, LLC | 0.75% | Add +6.5% | 54,509 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +16.2% | 53,268 | $5.9M |
| Brookstone Capital Management | 0.08% | Reduce -5.4% | 50,588 | $5.6M |
| Sharp Wealth Advisory, LLC | 4.18% | Add +2.3% | 49,815 | $5.5M |
| Trek Financial, LLC | 0.39% | New | 47,371 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.14% | Reduce -11.2% | 46,645 | $5.2M |
| Mariner, LLC | 0.01% | Add +113.9% | 40,925 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +41.9% | 38,985 | $4.3M |
| HC Advisors, LLC | 3.42% | Reduce -4.9% | 38,563 | $4.3M |
| CoreCap Advisors, LLC | 0.19% | Add +17.0% | 38,403 | $4.2M |
| Pettyjohn, Wood & White, Inc. | 0.74% | Reduce -0.1% | 36,520 | $4.0M |
| KKM Financial LLC | 1.68% | Add +60.3% | 35,222 | $4.0M |
| World Equity Group, Inc. | 0.86% | New | 36,258 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +70.8% | 36,005 | $4.0M |
| Synovus Financial Corp. | 0.05% | Reduce -1.6% | 35,977 | $4.0M |
| Financial Management Professionals, Inc. | 0.49% | Add +3.7% | 34,745 | $3.8M |
| Kingsview Wealth Management, LLC | 0.07% | New | 34,689 | $3.8M |
| RPS Advisory Solutions LLC | 2.37% | Reduce -2.8% | 34,379 | $3.8M |
| Truist Financial Corp. | 0.01% | Add +6.1% | 32,857 | $3.6M |
| First Heartland Consultants, Inc. | 0.35% | Add +8.9% | 31,204 | $3.5M |
| D. E. Shaw & Co. | 0.00% | Add +136.4% | 29,628 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -22.2% | 29,060 | $3.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | Add +2.4% | 28,722 | $3.2M |
| Colony Family Offices, LLC | 0.96% | No change | 27,611 | $3.1M |
| EWG Elevate Inc. | 0.91% | Add +149.2% | 27,009 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 26,632 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 25,735 | $2.8M |
| Independent Financial Group, LLC | 0.09% | Add +5.7% | 24,983 | $2.8M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.1% | 24,364 | $2.7M |
| Eagle Strategies LLC | 0.45% | Add +2.1% | 23,616 | $2.6M |
| bLong Financial, LLC | 2.13% | — | 23,386 | $2.6M |
| CX Institutional | 0.10% | Add +1.5% | 23,195 | $2.6M |
| Somerset Group LLC | 2.31% | Reduce -0.6% | 22,848 | $2.5M |
| Balboa Wealth Partners | 0.57% | Reduce -21.8% | 22,666 | $2.5M |
| Syon Capital LLC | 0.22% | New | 22,466 | $2.5M |
| Mutual Advisors, LLC | 0.07% | Add +125.9% | 21,563 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 21,034 | $2.3M |
| Kovack Advisors, Inc. | 0.22% | Add +4.7% | 19,828 | $2.2M |
| Wealthstar Advisors, LLC | 0.94% | — | 19,515 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -54.4% | 18,978 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +87.3% | 18,944 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +6.8% | 18,864 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +15.1% | 18,306 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Reduce -3.7% | 18,106 | $2.0M |
| Founders Financial Securities LLC | 0.18% | Reduce -3.0% | 17,654 | $2.0M |
| Koshinski Asset Management, Inc. | 0.16% | Add +9.1% | 17,042 | $1.9M |
| Millennium Management | 0.00% | Add +0.7% | 16,659 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.7% | 16,643 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.90% | Reduce -3.3% | 16,513 | $1.8M |
| Clear Creek Financial Management, LLC | 0.20% | Add +18.1% | 16,333 | $1.8M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.