IYF Institutional Ownership Trend

Institutional ownership trends for ISHARES US FINANCIALS ETF provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $1.03M in IYF holdings for the quarter ended March 31, 2026, compared with approximately $2.02M reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in ISHARES US FINANCIALS ETF.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked IYF institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for IYF, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in ISHARES US FINANCIALS ETF.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$1,028,2318,739
Q4 20251$2,024,20115,700
Q3 20252$2,073,09716,370
Q2 20252$3,223,90026,646
Q1 20251$309,8872,746
Q4 20242$1,836,62416,609
Q3 20241$841,5908,100
Q2 20241$236,4252,500
Q3 20231$209,5522,803
Q2 20231$211,3702,833
Q1 20231$204,6702,877
Q4 20223$1,84424,435