iShares US Financials ETFIYFETF
13F holders, Q1 2025 (March 31)424holders −13
46new positions
51sold out
5famous investors
$112.81avg. 13F price*
At the end of Q1 2025, 424 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, down 13 from Q4 2024. 46 opened new positions and 51 sold out. The largest holders were Fisher Asset Management ($206.5M), Bank of America Corp. ($175.7M) and FIL Ltd ($173.3M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $202.8M |
| Exits | 51 | $108.8M |
All 13F filers, Q4 2024 → Q1 2025: 4,159,643 shares bought and 3,425,958 shares sold, net +733,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Fisher Asset Management | 0.09% | Reduce -3.9% | 1,829,686 | $206.5M |
| Bank of America Corp. | 0.02% | Reduce -8.4% | 1,556,693 | $175.7M |
| FIL Ltd | 0.16% | New | 1,535,804 | $173.3M |
| Manufacturers Life Insurance Company, The | 0.16% | Add +1366.8% | 1,498,231 | $169.1M |
| Morgan Stanley | 0.01% | Add +3.5% | 1,401,896 | $158.2M |
| Phoenix Financial Ltd. | 2.07% | No change | 1,196,572 | $135.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +12.7% | 929,654 | $104.9M |
| LPL Financial LLC | 0.03% | Add +9.5% | 742,926 | $83.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.0% | 688,878 | $77.7M |
| HSBC Holdings PLC | 0.05% | Reduce -35.4% | 661,142 | $74.6M |
| PGIM Custom Harvest LLC | 1.75% | Add +27.0% | 648,435 | $73.2M |
| Bank of Montreal | 0.04% | Reduce -2.6% | 636,281 | $71.8M |
| Wells Fargo & Company | 0.01% | Add +4.3% | 517,298 | $58.4M |
| UBS Group AG | 0.01% | Add +2.2% | 409,948 | $46.3M |
| FMR LLC | 0.00% | Reduce -2.9% | 301,388 | $34.0M |
| Royal Bank of Canada | 0.01% | Add +37.5% | 300,338 | $33.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.8% | 253,066 | $28.6M |
| Magnus Financial Group LLC | 2.15% | Add +1.2% | 195,534 | $22.1M |
| Raymond James Financial Inc. | 0.01% | Add +6.7% | 187,831 | $21.2M |
| MinichMacGregor Wealth Management, LLC | 4.72% | Add +3.2% | 186,832 | $21.1M |
| Osaic Holdings, Inc. | 0.05% | Add +10.8% | 184,145 | $20.8M |
| Ameriprise Financial Inc. | 0.01% | Add +8.7% | 170,565 | $19.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +3.9% | 164,241 | $18.5M |
| Scotia Capital Inc. | 0.10% | Add +1.0% | 163,022 | $18.4M |
| Cetera Investment Advisers | 0.03% | Reduce -18.4% | 136,967 | $15.5M |
| Patten & Patten Inc. | 0.89% | Reduce -1.0% | 118,391 | $13.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.3% | 116,713 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.8% | 111,800 | $12.6M |
| XML Financial, LLC | 1.18% | Reduce -1.0% | 111,725 | $12.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -0.4% | 109,906 | $12.4M |
| Prospera Financial Services Inc | 0.27% | Add +802.8% | 103,056 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 88,473 | $10.0M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -5.0% | 86,961 | $9.8M |
| United Capital Financial Advisors, LLC | 0.08% | Add +0.3% | 82,875 | $9.4M |
| WASHINGTON TRUST Co | 0.35% | Reduce -66.4% | 80,607 | $9.1M |
| Finley Financial, LLC | 4.55% | Reduce -0.5% | 73,915 | $8.2M |
| Sanctuary Advisors, LLC | 0.06% | Add +31.2% | 72,279 | $8.2M |
| Stifel Financial Corp. | 0.01% | Reduce -27.3% | 70,597 | $8.0M |
| First Citizens Financial Corp | 4.07% | Reduce -0.2% | 63,715 | $7.2M |
| Stillwater Capital Advisors, LLC | 0.96% | Add +11.3% | 60,677 | $6.8M |
| Schroder Investment Management Group | 0.01% | Reduce -95.0% | 56,298 | $6.3M |
| Jones Financial Companies LLLP | 0.01% | Add +55.7% | 56,072 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.0% | 54,837 | $6.2M |
| Summit Financial Consulting LLC | 5.55% | — | 52,964 | $6.0M |
| CX Institutional | 0.20% | Add +103.0% | 47,085 | $5.3M |
| Mariner, LLC | 0.01% | Add +8.0% | 44,203 | $5.0M |
| NewEdge Advisors, LLC | 0.03% | Add +11.4% | 43,433 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +44.8% | 42,066 | $4.7M |
| Gimbal Financial | 4.11% | New | 40,359 | $4.6M |
| Citadel Advisors | 0.00% | Add +109.8% | 39,816 | $4.5M |
| HC Advisors, LLC | 3.20% | Reduce -1.7% | 37,918 | $4.3M |
| Ethos Financial Group, LLC | 0.41% | New | 37,700 | $4.3M |
| Synovus Financial Corp. | 0.05% | Reduce -0.2% | 35,893 | $4.1M |
| Pettyjohn, Wood & White, Inc. | 0.76% | Reduce -4.3% | 34,955 | $3.9M |
| KKM Financial LLC | 1.63% | Reduce -3.0% | 34,162 | $3.9M |
| AE Wealth Management LLC | 0.03% | Reduce -52.7% | 32,544 | $3.7M |
| Tepp RIA, LLC | 4.80% | New | 31,351 | $3.5M |
| First Heartland Consultants, Inc. | 0.36% | Reduce -0.9% | 30,918 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +63.1% | 30,765 | $3.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +3.9% | 29,833 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -10.8% | 29,300 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +38.1% | 29,051 | $3.3M |
| Prostatis Group LLC | 1.01% | Reduce -60.2% | 28,445 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.2% | 28,015 | $3.2M |
| Financial Management Professionals, Inc. | 0.39% | Reduce -21.2% | 27,367 | $3.1M |
| EWG Elevate Inc. | 1.16% | Add +0.2% | 27,069 | $3.1M |
| Transform Wealth, LLC | 0.18% | New | 26,476 | $3.0M |
| Syon Capital LLC | 0.24% | Add +16.4% | 26,151 | $3.0M |
| Colony Family Offices, LLC | 0.90% | Reduce -7.0% | 25,681 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 25,589 | $2.9M |
| Eagle Strategies LLC | 0.47% | Add +1.9% | 24,067 | $2.7M |
| Somerset Group LLC | 2.46% | Add +4.9% | 23,959 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -3.7% | 23,452 | $2.6M |
| Wealthstar Advisors, LLC | 1.04% | Add +3.2% | 20,146 | $2.3M |
| Kovack Advisors, Inc. | 0.24% | Reduce -0.7% | 19,682 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -6.2% | 20,232 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +6.1% | 19,426 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +132.9% | 19,200 | $2.2M |
| WealthCare Investment Partners, LLC | 0.88% | Add +100.1% | 20,082 | $2.1M |
| Founders Financial Securities LLC | 0.17% | Add +2.4% | 18,072 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +4.3% | 17,367 | $2.0M |
| Koshinski Asset Management, Inc. | 0.16% | Reduce -0.8% | 16,915 | $1.9M |
| Spire Wealth Management | 0.06% | Add +9.6% | 16,720 | $1.9M |
| Aft, Forsyth & Company, Inc. | 1.00% | Add +0.0% | 16,516 | $1.9M |
| Apeiron RIA LLC | 0.56% | Add +19.1% | 16,323 | $1.8M |
| Avior Wealth Management, LLC | 0.07% | Add +18.4% | 16,222 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.9% | 16,127 | $1.8M |
| MMBG Investment Advisors Co. | 0.20% | No change | 15,701 | $1.8M |
| Callan Capital, LLC | 0.13% | Reduce -1.2% | 15,627 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +56.8% | 15,377 | $1.7M |
| Creative Planning | 0.00% | Add +0.2% | 15,342 | $1.7M |
| CW Advisors, LLC | 0.02% | Add +386.0% | 15,017 | $1.7M |
| Nikulski Financial, Inc. | 0.50% | Reduce -2.4% | 14,731 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +48.5% | 14,172 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +34.0% | 14,149 | $1.6M |
| Curi Capital, LLC | 0.04% | New | 13,403 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -6.8% | 13,136 | $1.5M |
| Harmony Asset Management LLC | 0.61% | Reduce -7.7% | 12,919 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -1.2% | 12,649 | $1.4M |
| WESPAC Advisors, LLC | 1.15% | Add +18.1% | 12,541 | $1.4M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.