IYF Institutional Ownership & Shareholders
ISHARES US FINANCIALS ETF (IYF) is currently held by 459 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.12B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of IYF tracked by InsiderSet, reporting ownership valued at approximately $213.65M in its June 30, 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 $219.40M, representing an estimated gain of +2.69% 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, Morgan Stanley, Phoenix Financial Ltd., 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
459
Total Reported Value
$2.12B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$213.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | 0.06% | 1,675,570 | $213,651,935 | $219,399,136 | +$5,747,201 | +2.69% | |
| Morgan Stanley | 0.01% | 1,597,090 | $203,645,209 | $209,122,965 | +$5,477,756 | +2.69% | |
| Phoenix Financial Ltd. | 1.04% | 1,196,572 | $152,574,896 | $156,679,138 | +$4,104,242 | +2.69% | |
| Bank Of America Corp | 0.01% | 1,177,865 | $150,189,521 | $154,229,643 | +$4,040,122 | +2.69% | |
| Pgim Custom Harvest Llc | 1.71% | 1,072,262 | $136,724,206 | $140,401,986 | +$3,677,780 | +2.69% | |
| Manufacturers Life Insurance Company, The | 0.10% | 1,016,228 | $129,579,232 | $133,064,894 | +$3,485,662 | +2.69% | |
| Fil Ltd | 0.06% | 708,174 | $90,299,267 | $92,728,304 | +$2,429,037 | +2.69% | |
| Goldman Sachs Group Inc | 0.01% | 640,308 | $81,645,673 | $83,841,930 | +$2,196,257 | +2.69% | |
| Lpl Financial Llc | 0.01% | 507,194 | $64,672,275 | $66,411,982 | +$1,739,707 | +2.69% | |
| Wells Fargo & Company/Mn | 0.01% | 411,187 | $52,430,415 | $53,840,826 | +$1,410,411 | +2.69% | |
| Ubs Group Ag | 0.01% | 383,365 | $48,882,872 | $50,197,813 | +$1,314,941 | +2.69% | |
| Raymond James Financial Inc | 0.01% | 311,755 | $39,751,816 | $40,821,200 | +$1,069,384 | +2.69% | |
| Royal Bank Of Canada | 0.01% | 278,069 | $35,456,000 | $36,410,355 | +$954,355 | +2.69% | |
| Fmr Llc | 0.00% | 275,949 | $35,186,164 | $36,132,762 | +$946,598 | +2.69% | |
| Two Sigma Investments, Lp | 0.02% | 224,000 | $28,562,240 | $29,330,560 | +$768,320 | +2.69% | |
| Magnus Financial Group Llc | 1.83% | 217,557 | $27,338,186 | $28,486,914 | +$1,148,728 | +4.20% | |
| Commonwealth Equity Services, Llc | 0.03% | 193,728 | $24,343,885 | $25,366,744 | +$1,022,859 | +4.20% | |
| Kestra Advisory Services, Llc | 0.07% | 183,744 | $23,089,211 | $24,059,439 | +$970,228 | +4.20% | |
| Scotia Capital Inc. | 0.08% | 171,941 | $21,927,057 | $22,513,955 | +$586,898 | +2.68% | |
| Thrivent Financial For Lutherans | 0.03% | 156,036 | $19,896,000 | $20,431,354 | +$535,354 | +2.69% | |
| Cetera Investment Advisers | 0.02% | 144,136 | $18,378,726 | $18,873,168 | +$494,442 | +2.69% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 129,455 | $16,506,826 | $16,950,838 | +$444,012 | +2.69% | |
| Jpmorgan Chase & Co | 0.00% | 119,870 | $15,309,868 | $15,695,778 | +$385,910 | +2.52% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.01% | 119,628 | $15,253,766 | $15,664,090 | +$410,324 | +2.69% | |
| Jones Financial Companies Lllp | 0.01% | 115,962 | $14,825,655 | $15,184,064 | +$358,409 | +2.42% | |
| Sanctuary Advisors, Llc | 0.07% | 115,191 | $14,688,054 | $15,083,110 | +$395,056 | +2.69% | |
| Patten & Patten Inc/Tn | 0.74% | 113,178 | $14,221,947 | $14,819,527 | +$597,580 | +4.20% | |
| Osaic Holdings, Inc. | 0.02% | 111,273 | $14,200,896 | $14,570,087 | +$369,191 | +2.60% | |
| Envestnet Asset Management Inc | 0.00% | 109,306 | $13,937,604 | $14,312,528 | +$374,924 | +2.69% | |
| Xml Financial, Llc | 0.99% | 110,215 | $13,849,601 | $14,431,552 | +$581,951 | +4.20% | |
| Zurich Insurance Group Ltd/Fi | 0.07% | 84,730 | $10,803,922 | $11,094,546 | +$290,624 | +2.69% | |
| Prasad Wealth Partners, Llc | 2.48% | 80,854 | $10,309,680 | $10,587,023 | +$277,343 | +2.69% | |
| Bank Of Montreal | 0.00% | 75,864 | $9,673,443 | $9,933,632 | +$260,189 | +2.69% | |
| Ameriprise Financial Inc | 0.00% | 75,109 | $9,565,370 | $9,834,772 | +$269,402 | +2.82% | |
| United Capital Financial Advisors, Llc | 0.05% | 73,112 | $9,325,862 | $9,573,285 | +$247,423 | +2.65% | |
| Captrust Financial Advisors | 0.01% | 63,048 | $8,039,241 | $8,255,505 | +$216,264 | +2.69% | |
| Stifel Financial Corp | 0.01% | 55,477 | $7,077,629 | $7,264,158 | +$186,529 | +2.64% | |
| First Citizens Financial Corp | 2.86% | 54,091 | $6,797,075 | $7,082,676 | +$285,601 | +4.20% | |
| Washington Trust Co | 0.20% | 50,978 | $6,405,896 | $6,675,059 | +$269,163 | +4.20% | |
| Stillwater Capital Advisors, Llc | 0.64% | 49,581 | $6,322,074 | $6,492,136 | +$170,062 | +2.69% | |
| Janney Montgomery Scott Llc | 0.01% | 46,769 | $5,964,000 | $6,123,933 | +$159,933 | +2.68% | |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | 41,529 | $5,218,581 | $5,437,807 | +$219,226 | +4.20% | |
| Citigroup Inc | 0.00% | 39,969 | $5,096,482 | $5,233,541 | +$137,059 | +2.69% | |
| Advisortrust Partners, Llc | 1.53% | 38,800 | $4,875,608 | $5,080,472 | +$204,864 | +4.20% | |
| Hc Advisors, Llc | 2.87% | 37,120 | $4,733,171 | $4,860,493 | +$127,322 | +2.69% | |
| Finley Financial, Llc | 1.94% | 37,175 | $4,685,165 | $4,867,695 | +$182,530 | +3.90% | |
| Eagle Strategies Llc | 0.45% | 37,139 | $4,666,837 | $4,862,981 | +$196,144 | +4.20% | |
| Pinnacle Financial Partners, Inc. | 0.03% | 35,504 | $4,527,152 | $4,648,894 | +$121,742 | +2.69% | |
| Ethos Financial Group, Llc | 0.29% | 34,348 | $4,379,658 | $4,497,527 | +$117,869 | +2.69% | |
| Pettyjohn, Wood & White, Inc | 0.61% | 33,115 | $4,222,494 | $4,336,078 | +$113,584 | +2.69% |
Frequently asked questions about IYF
Who are the largest institutional holders of IYF?
The largest institutional holders of IYF reported in the latest SEC Form 13F filings include Fisher Asset Management, Llc, Morgan Stanley, Phoenix Financial Ltd., Bank Of America Corp, and Pgim Custom Harvest Llc. InsiderSet ranks institutional holders by their latest reported IYF position.
What is IYF institutional ownership?
This page tracks IYF positions reported by institutional investment managers through SEC Form 13F. ISHARES US FINANCIALS ETF (IYF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYF?
InsiderSet currently tracks 459 institutional managers reporting IYF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYF shareholders.
How much IYF stock do institutions own?
Institutional investment managers disclosed approximately $2.12B in IYF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYF institutional ownership last updated?
The latest IYF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYF position after the reporting date.
Are institutions buying or selling IYF?
Institutional buying and selling can be analyzed by comparing IYF positions across consecutive 13F reporting periods. InsiderSet's IYF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYF ownership changes.
How has IYF institutional ownership changed over time?
InsiderSet tracks IYF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.