ISHARES US FINANCIALS ETF (IYF) Institutional Shareholders
ISHARES US FINANCIALS ETF (IYF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.96B in IYF holdings during the latest filing period.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of IYF tracked by InsiderSet, reporting ownership valued at approximately $202.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $231.27M, representing an estimated gain of +14.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed IYF value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES US FINANCIALS ETF (IYF).
This page ranks the largest institutional IYF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
458
Total Reported Value
$1.96B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$202.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, Llc | 0.07% | 1,717,595 | $202,092,229 | $231,274,167 | +$29,181,938 | +14.44% | |
| Bank Of America Corp | 0.01% | 1,545,911 | $181,891,861 | $208,156,916 | +$26,265,055 | +14.44% | |
| Morgan Stanley | 0.01% | 1,540,548 | $181,261,064 | $207,434,788 | +$26,173,724 | +14.44% | |
| Phoenix Financial Ltd. | 1.34% | 1,196,572 | $140,788,662 | $161,118,420 | +$20,329,758 | +14.44% | |
| Pgim Custom Harvest Llc | 1.96% | 1,069,475 | $125,834,537 | $144,004,809 | +$18,170,272 | +14.44% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 710,650 | $83,615,080 | $95,689,023 | +$12,073,943 | +14.44% | |
| Goldman Sachs Group Inc | 0.01% | 645,442 | $75,942,706 | $86,908,765 | +$10,966,059 | +14.44% | |
| Lpl Financial Llc | 0.02% | 560,433 | $65,940,559 | $75,462,303 | +$9,521,744 | +14.44% | |
| Two Sigma Investments, Lp | 0.05% | 559,000 | $65,771,940 | $75,269,350 | +$9,497,410 | +14.44% | |
| Wells Fargo & Company/Mn | 0.01% | 425,495 | $50,063,800 | $57,292,902 | +$7,229,102 | +14.44% | |
| Ubs Group Ag | 0.01% | 407,414 | $47,936,331 | $54,858,295 | +$6,921,964 | +14.44% | |
| Steward Partners Investment Advisory, Llc | 0.19% | 324,033 | $38,125,754 | $43,631,043 | +$5,505,289 | +14.44% | |
| Raymond James Financial Inc | 0.01% | 314,780 | $37,037,060 | $42,385,127 | +$5,348,067 | +14.44% | |
| Royal Bank Of Canada | 0.01% | 297,765 | $35,036,000 | $40,094,057 | +$5,058,057 | +14.44% | |
| Fmr Llc | 0.00% | 283,210 | $33,322,503 | $38,134,227 | +$4,811,724 | +14.44% | |
| Magnus Financial Group Llc | 1.91% | 211,969 | $27,028,157 | $28,541,626 | +$1,513,469 | +5.60% | |
| Commonwealth Equity Services, Llc | 0.03% | 196,169 | $25,013,507 | $26,414,156 | +$1,400,649 | +5.60% | |
| Kestra Advisory Services, Llc | 0.08% | 184,347 | $23,506,115 | $24,822,324 | +$1,316,209 | +5.60% | |
| Scotia Capital Inc. | 0.08% | 168,436 | $19,818,464 | $22,679,907 | +$2,861,443 | +14.44% | |
| Cetera Investment Advisers | 0.02% | 145,255 | $17,090,706 | $19,558,586 | +$2,467,880 | +14.44% | |
| Ameriprise Financial Inc | 0.00% | 137,776 | $16,211,252 | $18,551,538 | +$2,340,286 | +14.44% | |
| Xml Financial, Llc | 1.06% | 113,768 | $14,506,609 | $15,318,861 | +$812,252 | +5.60% | |
| Patten & Patten Inc/Tn | 0.83% | 116,943 | $13,759,513 | $15,746,375 | +$1,986,862 | +14.44% | |
| Envestnet Asset Management Inc | 0.00% | 114,417 | $13,462,264 | $15,406,249 | +$1,943,985 | +14.44% | |
| Sanctuary Advisors, Llc | 0.07% | 110,053 | $12,948,779 | $14,818,636 | +$1,869,857 | +14.44% | |
| Osaic Holdings, Inc. | 0.02% | 104,104 | $12,254,926 | $14,017,604 | +$1,762,678 | +14.38% | |
| Jones Financial Companies Lllp | 0.01% | 103,468 | $11,793,236 | $13,931,966 | +$2,138,730 | +18.14% | |
| Prasad Wealth Partners, Llc | 2.48% | 80,854 | $10,309,680 | $10,886,991 | +$577,311 | +5.60% | |
| Stifel Financial Corp | 0.01% | 83,368 | $9,811,007 | $11,225,501 | +$1,414,494 | +14.42% | |
| Openarc Corporate Advisory, Llc | 0.13% | 78,407 | $9,225,312 | $10,557,503 | +$1,332,191 | +14.44% | |
| United Capital Financial Advisors, Llc | 0.05% | 74,433 | $8,767,486 | $10,022,403 | +$1,254,917 | +14.31% | |
| Principal Financial Group Inc | 0.00% | 67,586 | $7,952,169 | $9,100,455 | +$1,148,286 | +14.44% | |
| First Citizens Financial Corp | 2.89% | 54,297 | $6,923,410 | $7,311,091 | +$387,681 | +5.60% | |
| Tower Research Capital Llc (Trc) | 0.17% | 56,587 | $6,658,026 | $7,619,440 | +$961,414 | +14.44% | |
| Washington Trust Co | 0.22% | 54,586 | $6,422,588 | $7,350,005 | +$927,417 | +14.44% | |
| Bank Of Montreal | 0.00% | 54,302 | $6,389,216 | $7,311,764 | +$922,548 | +14.44% | |
| Stillwater Capital Advisors, Llc | 0.64% | 49,581 | $6,322,074 | $6,676,082 | +$354,008 | +5.60% | |
| Zurich Insurance Group Ltd/Fi | 0.05% | 50,250 | $5,912,415 | $6,766,163 | +$853,748 | +14.44% | |
| Finley Financial, Llc | 1.97% | 38,371 | $4,892,686 | $5,166,655 | +$273,969 | +5.60% | |
| Eagle Strategies Llc | 0.47% | 37,269 | $4,752,130 | $5,018,271 | +$266,141 | +5.60% | |
| Ethos Financial Group, Llc | 0.33% | 35,362 | $4,559,241 | $4,761,493 | +$202,252 | +4.44% | |
| Citigroup Inc | 0.00% | 38,394 | $4,517,447 | $5,169,752 | +$652,305 | +14.44% | |
| Equitable Holdings, Inc. | 0.03% | 34,868 | $4,494,762 | $4,694,976 | +$200,214 | +4.45% | |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | 37,957 | $4,466,098 | $5,110,910 | +$644,812 | +14.44% | |
| Susquehanna International Group, Llp | 0.01% | 37,708 | $4,436,723 | $5,077,382 | +$640,659 | +14.44% | |
| Hc Advisors, Llc | 2.88% | 36,542 | $4,299,532 | $4,920,380 | +$620,848 | +14.44% | |
| Pinnacle Financial Partners, Inc. | 0.03% | 35,539 | $4,183,778 | $4,785,326 | +$601,548 | +14.38% | |
| Kkm Financial Llc | 0.74% | 32,159 | $4,146,259 | $4,330,209 | +$183,950 | +4.44% | |
| Pettyjohn, Wood & White, Inc | 0.62% | 33,180 | $3,903,959 | $4,467,687 | +$563,728 | +14.44% | |
| Syon Capital Llc | 0.19% | 32,620 | $3,838,069 | $4,392,283 | +$554,214 | +14.44% |
Frequently asked questions about IYF
Who owns the most IYF stock?
The largest holders of IYF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US FINANCIALS ETF (IYF).
Is IYF widely held by superinvestors?
Many widely followed stocks like IYF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.