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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementSell-100-3.9%2,460$317.17KQ4 2025Aug 26, 2026
Independent Financial Group, LlcSell-12,396-65.0%6,688$862.31KQ4 2025May 15, 2026
Decker Wealth Management LlcBuy+3,076—3,076$396.59KQ4 2025May 13, 2026
Oak Barrel Wealth Advisory LlcBuy+6,113—6,113$788.18KQ4 2025May 07, 2026
Vision Retirement, LlcBuy+400—400$51.57KQ4 2025May 07, 2026
Advisortrust Partners, LlcBuy+88,935—88,935$11.47MQ4 2025Mar 10, 2026
Hsbc Holdings PlcBuy+805,296—805,296$103.83MQ4 2025Mar 06, 2026
Rehmann Capital Advisory GroupBuy+3,268—3,268$421.39KQ4 2025Mar 04, 2026
Strategic Investment Solutions, Inc.Buy+2,424—2,424$312.62KQ4 2025Feb 27, 2026
Anchor Investment Management, LlcBuy+700—700$90.25KQ4 2025Feb 26, 2026
Sunbelt Securities, Inc.Buy+6,400—6,400$825.15KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+15,906—15,906$2.05MQ4 2025Feb 19, 2026
Jacobs Equity LlcBuy+3,468—3,468$447.13KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+19—19$2.45KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+247,028—247,028$31.85MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+44,031—44,031$5.68MQ4 2025Feb 18, 2026
Kkm Financial LlcBuy+32,159—32,159$4.15MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+12,458—12,458$1.61MQ4 2025Feb 18, 2026
First Citizens Bank & Trust CoBuy+6,430—6,430$829.02KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+5,247—5,247$676.46KQ4 2025Feb 18, 2026
Royal Capital Wealth Management, LlcBuy+2,000—2,000$257.86KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+1,653—1,653$213.07KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+577—577$74.39KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+176—176$22.72KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+1,568,448—1,568,448$202.22MQ4 2025Feb 17, 2026
Pgim Custom Harvest LlcBuy+589,925—589,925$76.06MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+288,942—288,942$37.25MQ4 2025Feb 17, 2026
Fmr LlcBuy+285,465—285,465$36.81MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+186,425—186,425$24.06MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+174,855—174,855$22.54MQ4 2025Feb 17, 2026
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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.