iShares US Financials ETFIYFETF
13F holders, Q2 2025 (June 30)463holders +39
64new positions
23sold out
8famous investors
$120.98avg. 13F price*
At the end of Q2 2025, 463 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 39 from Q1 2025. 64 opened new positions and 23 sold out. The largest holders were Fisher Asset Management ($221.9M), Morgan Stanley ($183.6M) and Bank of America Corp. ($181.5M). 8 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 Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $233.2M |
| Exits | 23 | $187.2M |
All 13F filers, Q1 2025 → Q2 2025: 2,958,759 shares bought and 3,641,527 shares sold, net −682,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 463 holders
| Fisher Asset Management | 0.09% | Add +0.2% | 1,833,966 | $221.9M |
| Morgan Stanley | 0.01% | Add +8.2% | 1,517,255 | $183.6M |
| Bank of America Corp. | 0.01% | Reduce -3.6% | 1,500,322 | $181.5M |
| Phoenix Financial Ltd. | 1.91% | No change | 1,196,572 | $144.8M |
| Manufacturers Life Insurance Company, The | 0.11% | Reduce -34.4% | 983,100 | $118.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.9% | 701,987 | $84.9M |
| LPL Financial LLC | 0.03% | Reduce -6.5% | 695,028 | $84.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.4% | 693,945 | $84.0M |
| HSBC Holdings PLC | 0.05% | Reduce -3.1% | 640,575 | $77.5M |
| PGIM Custom Harvest LLC | 1.48% | Reduce -8.2% | 595,610 | $72.1M |
| Wells Fargo & Company | 0.01% | Reduce -6.8% | 482,289 | $58.4M |
| UBS Group AG | 0.01% | Reduce -5.0% | 389,548 | $47.1M |
| Two Sigma Investments, LP | 0.08% | New | 363,900 | $44.0M |
| JPMorgan Chase & Co. | 0.00% | Add +287.9% | 343,215 | $41.5M |
| FMR LLC | 0.00% | Reduce -2.6% | 293,504 | $35.5M |
| Pinkerton Wealth, LLC | 4.09% | New | 283,035 | $34.2M |
| Royal Bank of Canada | 0.01% | Reduce -7.4% | 278,214 | $33.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.5% | 246,618 | $29.8M |
| Sagespring Wealth Partners, LLC | 0.58% | New | 221,240 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 197,771 | $23.9M |
| Magnus Financial Group LLC | 2.10% | Add +1.0% | 197,514 | $23.9M |
| True Freedom Investing, LLC | 9.36% | — | 196,556 | $23.8M |
| Principal Financial Group Inc. | 0.01% | New | 194,537 | $23.5M |
| Osaic Holdings, Inc. | 0.04% | Add +3.5% | 190,665 | $23.1M |
| Ameriprise Financial Inc. | 0.01% | Add +8.3% | 184,812 | $22.4M |
| Kestra Advisory Services, LLC | 0.10% | Add +1.0% | 165,814 | $20.1M |
| Scotia Capital Inc. | 0.09% | Add +0.6% | 164,016 | $19.8M |
| Cetera Investment Advisers | 0.03% | Add +18.3% | 162,049 | $19.6M |
| SPC Financial, Inc. | 1.55% | New | 152,659 | $18.5M |
| Schroder Investment Management Group | 0.01% | Add +154.5% | 143,300 | $17.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.9% | 127,302 | $15.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +1.3% | 118,170 | $14.3M |
| Patten & Patten Inc. | 0.92% | Reduce -0.8% | 117,472 | $14.2M |
| MinichMacGregor Wealth Management, LLC | 2.98% | Reduce -38.4% | 115,018 | $13.9M |
| OneDigital Investment Advisors LLC | 0.15% | Add +32.0% | 114,788 | $13.9M |
| Camarda Financial Advisors, LLC | 5.38% | New | 113,138 | $13.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +2.2% | 112,364 | $13.6M |
| XML Financial, LLC | 1.17% | Reduce -0.3% | 111,424 | $13.5M |
| Horizon Wealth Management, LLC | 2.36% | New | 110,892 | $13.4M |
| Sanctuary Advisors, LLC | 0.07% | Add +33.8% | 96,707 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +35.3% | 95,481 | $11.6M |
| Advisory Services Network, LLC | 0.18% | Add +1871.1% | 91,004 | $11.1M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -1.0% | 82,080 | $9.9M |
| Finley Financial, LLC | 4.48% | Reduce -0.4% | 73,625 | $8.9M |
| Prasad Wealth Partners, LLC | 2.41% | New | 68,017 | $8.2M |
| Jones Financial Companies LLLP | 0.01% | Add +18.8% | 66,586 | $8.0M |
| WASHINGTON TRUST Co | 0.26% | Reduce -23.7% | 61,512 | $7.4M |
| Stillwater Capital Advisors, LLC | 0.93% | Reduce -0.5% | 60,376 | $7.3M |
| First Citizens Financial Corp | 3.74% | Reduce -11.9% | 56,145 | $6.8M |
| Summit Financial Consulting LLC | 5.81% | Add +0.9% | 53,425 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.0% | 52,633 | $6.4M |
| Equitable Holdings, Inc. | 0.05% | Add +67.0% | 51,366 | $6.2M |
| Bank of Montreal | 0.00% | Reduce -92.0% | 50,872 | $6.2M |
| Zurich Insurance Group Ltd | 0.05% | New | 50,250 | $6.1M |
| NewEdge Advisors, LLC | 0.03% | Add +9.5% | 47,569 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Add +12.2% | 47,210 | $5.7M |
| Mariner, LLC | 0.01% | Add +3.5% | 45,763 | $5.5M |
| AE Wealth Management LLC | 0.04% | Add +28.7% | 41,871 | $5.1M |
| Eagle Strategies LLC | 0.73% | Add +65.2% | 39,758 | $4.8M |
| Prostatis Group LLC | 1.35% | Add +37.0% | 38,957 | $4.7M |
| Prospera Financial Services Inc | 0.08% | Reduce -63.5% | 37,566 | $4.5M |
| Ethos Financial Group, LLC | 0.39% | Reduce -0.6% | 37,487 | $4.5M |
| HC Advisors, LLC | 3.20% | Reduce -1.2% | 37,457 | $4.5M |
| Synovus Financial Corp. | 0.05% | Add +0.7% | 36,139 | $4.4M |
| Pettyjohn, Wood & White, Inc. | 0.75% | Reduce -0.6% | 34,730 | $4.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +10.1% | 32,845 | $4.0M |
| First Heartland Consultants, Inc. | 0.35% | Add +4.2% | 32,205 | $3.9M |
| KKM Financial LLC | 1.35% | Reduce -5.9% | 32,134 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +2.3% | 29,721 | $3.6M |
| Corient Private Wealth LP | 0.00% | Add +251.5% | 29,647 | $3.6M |
| USA Financial Formulas | 0.61% | New | 29,559 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -3.1% | 28,380 | $3.4M |
| Park Avenue Securities LLC | 0.03% | New | 27,949 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.3% | 27,937 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +570.7% | 27,678 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +85.6% | 26,306 | $3.2M |
| Syon Capital LLC | 0.21% | Reduce -0.5% | 26,031 | $3.1M |
| Colony Family Offices, LLC | 0.80% | No change | 25,681 | $3.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +1248.5% | 25,311 | $3.1M |
| Somerset Group LLC | 2.54% | Add +3.3% | 24,754 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 24,713 | $3.0M |
| Renaissance Technologies | 0.00% | New | 23,900 | $2.9M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -0.0% | 23,443 | $2.8M |
| Unique Wealth, LLC | 0.45% | New | 23,099 | $2.8M |
| CX Institutional | 0.09% | Reduce -53.5% | 21,915 | $2.7M |
| Balboa Wealth Partners | 0.53% | New | 21,678 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +34.6% | 20,702 | $2.5M |
| WealthCare Investment Partners, LLC | 0.90% | Add +1.2% | 20,314 | $2.5M |
| Mutual Advisors, LLC | 0.06% | Reduce -3.9% | 19,435 | $2.4M |
| Kovack Advisors, Inc. | 0.23% | Add +0.2% | 19,722 | $2.4M |
| Cadent Capital Advisors, LLC | 0.77% | New | 19,438 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +576.8% | 18,476 | $2.2M |
| Apeiron RIA LLC | 0.56% | Add +10.9% | 18,107 | $2.2M |
| Spire Wealth Management | 0.08% | Add +4.1% | 17,405 | $2.1M |
| Founders Financial Securities LLC | 0.16% | Reduce -4.0% | 17,346 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -11.5% | 17,200 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.7% | 17,064 | $2.1M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -0.7% | 16,805 | $2.0M |
| Avior Wealth Management, LLC | 0.07% | Add +3.4% | 16,776 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +208.9% | 16,599 | $2.0M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.