iShares US Financials ETFIYFETF
13F holders, Q1 2026 (March 31)466holders −10
43new positions
48sold out
7famous investors
$117.70avg. 13F price*
At the end of Q1 2026, 466 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, down 10 from Q4 2025. 43 opened new positions and 48 sold out. The largest holders were Fisher Asset Management ($202.1M), Bank of America Corp. ($181.9M) and Morgan Stanley ($181.3M). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $86.3M |
| Exits | 48 | $269.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,669,151 shares bought and 7,493,251 shares sold, net −5,824,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 466 holders
| Fisher Asset Management | 0.07% | Reduce -0.9% | 1,717,595 | $202.1M |
| Bank of America Corp. | 0.01% | Reduce -1.4% | 1,545,911 | $181.9M |
| Morgan Stanley | 0.01% | Reduce -0.7% | 1,540,548 | $181.3M |
| Phoenix Financial Ltd. | 1.33% | No change | 1,196,572 | $140.8M |
| PGIM Custom Harvest LLC | 1.97% | Add +81.3% | 1,069,475 | $125.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +8.2% | 710,650 | $83.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.4% | 645,442 | $75.9M |
| LPL Financial LLC | 0.02% | Reduce -8.8% | 560,433 | $65.9M |
| Two Sigma Investments, LP | 0.06% | New | 559,000 | $65.8M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 425,495 | $50.1M |
| UBS Group AG | 0.01% | Reduce -2.8% | 407,414 | $47.9M |
| Steward Partners Investment Advisory, LLC | 0.19% | Reduce -22.6% | 324,033 | $38.1M |
| Raymond James Financial Inc. | 0.01% | Add +27.4% | 314,780 | $37.0M |
| Royal Bank of Canada | 0.01% | Add +3.0% | 297,765 | $35.0M |
| FMR LLC | 0.00% | Reduce -0.8% | 283,210 | $33.3M |
| Magnus Financial Group LLC | 1.99% | Add +3.0% | 206,631 | $24.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.1% | 199,475 | $23.5M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -1.7% | 191,709 | $22.6M |
| Scotia Capital Inc. | 0.08% | Add +2.2% | 168,436 | $19.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +7.3% | 151,549 | $17.8M |
| Cetera Investment Advisers | 0.02% | Reduce -2.6% | 145,255 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.2% | 137,776 | $16.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.1% | 135,622 | $15.6M |
| Patten & Patten Inc. | 0.83% | Reduce -0.3% | 116,943 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.3% | 114,417 | $13.5M |
| XML Financial, LLC | 1.08% | Add +0.9% | 113,726 | $13.4M |
| Sanctuary Advisors, LLC | 0.07% | Add +14.1% | 110,053 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -44.2% | 104,104 | $12.3M |
| Jones Financial Companies LLLP | 0.01% | Add +12.6% | 103,468 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.7% | 92,465 | $10.9M |
| Stifel Financial Corp. | 0.01% | Reduce -58.1% | 83,368 | $9.8M |
| OpenArc Corporate Advisory, LLC | 0.13% | Reduce -78.4% | 78,407 | $9.2M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.7% | 74,433 | $8.8M |
| Prasad Wealth Partners, LLC | 2.19% | Add +4.3% | 68,233 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -75.2% | 67,586 | $8.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -5.6% | 56,786 | $6.7M |
| Tower Research Capital LLC (TRC) | 0.17% | Add +514327.3% | 56,587 | $6.7M |
| WASHINGTON TRUST Co | 0.22% | Reduce -3.3% | 54,586 | $6.4M |
| First Citizens Financial Corp | 3.02% | Reduce -0.2% | 54,329 | $6.4M |
| Bank of Montreal | 0.00% | Reduce -85.0% | 54,302 | $6.4M |
| Zurich Insurance Group Ltd | 0.05% | No change | 50,250 | $5.9M |
| Stillwater Capital Advisors, LLC | 0.67% | Reduce -16.2% | 50,063 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.9% | 47,056 | $5.5M |
| Valor Advisors LLC | 4.59% | No change | 42,296 | $5.5M |
| Finley Financial, LLC | 2.23% | Reduce -30.9% | 40,426 | $4.8M |
| Ethos Financial Group, LLC | 0.33% | No change | 35,362 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -81.9% | 38,394 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +6.0% | 34,868 | $4.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | Add +3.6% | 37,957 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +647.9% | 37,708 | $4.4M |
| HC Advisors, LLC | 2.88% | Add +1.4% | 36,542 | $4.3M |
| Eagle Strategies LLC | 0.51% | Add +0.5% | 36,012 | $4.2M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -1.3% | 35,539 | $4.2M |
| KKM Financial LLC | 0.74% | No change | 32,159 | $4.1M |
| Pettyjohn, Wood & White, Inc. | 0.62% | Reduce -2.8% | 33,180 | $3.9M |
| Syon Capital LLC | 0.19% | Add +2.7% | 32,620 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +2.6% | 31,792 | $3.7M |
| First Heartland Consultants, Inc. | 0.28% | Reduce -2.2% | 31,137 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.5% | 31,088 | $3.7M |
| Flow Traders U.S. LLC | 0.11% | New | 30,544 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -27.2% | 29,709 | $3.5M |
| Safe Harbor Fiduciary, LLC | 3.10% | Add +83.7% | 27,682 | $3.3M |
| Somerset Group LLC | 2.35% | Add +1.6% | 25,237 | $3.2M |
| AlphaCore Capital LLC | 0.07% | Reduce -83.8% | 26,590 | $3.1M |
| Colony Family Offices, LLC | 0.72% | Reduce -2.7% | 24,982 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 24,128 | $2.8M |
| Geneos Wealth Management Inc. | 0.07% | Add +0.2% | 23,990 | $2.8M |
| Smartleaf Asset Management LLC | 0.10% | Reduce -7.5% | 24,245 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.6% | 23,684 | $2.8M |
| Nvest Financial, LLC | 1.01% | Add +17.5% | 23,029 | $2.7M |
| WealthCare Investment Partners, LLC | 0.72% | Add +8.1% | 22,191 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +31.0% | 21,612 | $2.5M |
| Kovack Advisors, Inc. | 0.13% | Reduce -6.5% | 21,186 | $2.5M |
| Creative Planning | 0.00% | Add +25.3% | 20,806 | $2.4M |
| CX Institutional | 0.07% | Add +0.8% | 20,140 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +49.3% | 19,492 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -43.6% | 18,973 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Add +60.3% | 18,867 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -63.9% | 18,685 | $2.2M |
| Avior Wealth Management, LLC | 0.06% | Reduce -5.9% | 18,418 | $2.2M |
| Founders Financial Securities LLC | 0.12% | Reduce -5.1% | 16,587 | $2.0M |
| Financial Freedom, LLC | 0.97% | Add +90.3% | 16,591 | $2.0M |
| Kennicott Capital Management LLC | 1.06% | Reduce -7.0% | 16,428 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.4% | 16,390 | $1.9M |
| Aft, Forsyth & Company, Inc. | 0.91% | Reduce -1.1% | 16,338 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.5% | 16,147 | $1.9M |
| Allen Investment Management, LLC | 0.02% | No change | 15,835 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -1.4% | 15,712 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -9.4% | 15,167 | $1.8M |
| Gotham Asset Management | 0.01% | No change | 15,022 | $1.8M |
| Wealthstar Advisors, LLC | 1.05% | Reduce -28.7% | 14,928 | $1.8M |
| Virtue Capital Management, LLC | 0.26% | Reduce -3.1% | 15,041 | $1.7M |
| MMBG Investment Advisors Co. | 0.16% | No change | 14,501 | $1.7M |
| Essex LLC | 0.29% | Add +9.0% | 14,101 | $1.7M |
| Commerce Bank | 0.01% | Add +30.6% | 13,808 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 13,687 | $1.6M |
| Castle Rock Wealth Management, LLC | 0.34% | Add +6.9% | 13,370 | $1.6M |
| HRT Financial LP | 0.00% | New | 13,365 | $1.6M |
| Gerald Baker Financial Group LLC | 0.49% | — | 13,279 | $1.6M |
| HSBC Holdings PLC | 0.00% | Reduce -98.4% | 13,225 | $1.6M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.