ISHARES US FINANCIALS ETF (IYF) Institutional Ownership Changes & 13F Activity
ISHARES US FINANCIALS ETF (IYF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Hsbc Holdings Plc, Pgim Custom Harvest Llc, Royal Bank Of Canada, and Fmr Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Sell | -100 | -3.9% | 2,460 | $317.17K | Q4 2025 | Aug 26, 2026 |
| Independent Financial Group, Llc | Sell | -12,396 | -65.0% | 6,688 | $862.31K | Q4 2025 | May 15, 2026 |
| Decker Wealth Management Llc | Buy | +3,076 | — | 3,076 | $396.59K | Q4 2025 | May 13, 2026 |
| Oak Barrel Wealth Advisory Llc | Buy | +6,113 | — | 6,113 | $788.18K | Q4 2025 | May 07, 2026 |
| Vision Retirement, Llc | Buy | +400 | — | 400 | $51.57K | Q4 2025 | May 07, 2026 |
| Advisortrust Partners, Llc | Buy | +88,935 | — | 88,935 | $11.47M | Q4 2025 | Mar 10, 2026 |
| Hsbc Holdings Plc | Buy | +805,296 | — | 805,296 | $103.83M | Q4 2025 | Mar 06, 2026 |
| Rehmann Capital Advisory Group | Buy | +3,268 | — | 3,268 | $421.39K | Q4 2025 | Mar 04, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +2,424 | — | 2,424 | $312.62K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +700 | — | 700 | $90.25K | Q4 2025 | Feb 26, 2026 |
| Sunbelt Securities, Inc. | Buy | +6,400 | — | 6,400 | $825.15K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +15,906 | — | 15,906 | $2.05M | Q4 2025 | Feb 19, 2026 |
| Jacobs Equity Llc | Buy | +3,468 | — | 3,468 | $447.13K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +19 | — | 19 | $2.45K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +247,028 | — | 247,028 | $31.85M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +44,031 | — | 44,031 | $5.68M | Q4 2025 | Feb 18, 2026 |
| Kkm Financial Llc | Buy | +32,159 | — | 32,159 | $4.15M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +12,458 | — | 12,458 | $1.61M | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +6,430 | — | 6,430 | $829.02K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +5,247 | — | 5,247 | $676.46K | Q4 2025 | Feb 18, 2026 |
| Royal Capital Wealth Management, Llc | Buy | +2,000 | — | 2,000 | $257.86K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +1,653 | — | 1,653 | $213.07K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +577 | — | 577 | $74.39K | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +176 | — | 176 | $22.72K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +1,568,448 | — | 1,568,448 | $202.22M | Q4 2025 | Feb 17, 2026 |
| Pgim Custom Harvest Llc | Buy | +589,925 | — | 589,925 | $76.06M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +288,942 | — | 288,942 | $37.25M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +285,465 | — | 285,465 | $36.81M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +186,425 | — | 186,425 | $24.06M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +174,855 | — | 174,855 | $22.54M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about IYF activity
Which institutional owners are buying IYF?
Institutional owners buying IYF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IYF activity?
"Buy" means an investor increased their reported position in IYF compared to the prior reporting period. This reflects growing exposure to ISHARES US FINANCIALS ETF (IYF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IYF increasing?
Institutional interest in IYF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.