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 $2.02B 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 $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 $232.08M, representing an estimated gain of +8.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed IYF value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Morgan Stanley, Bank Of America Corp, 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
450
Total Reported Value
$2.02B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$213.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
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 | $232,083,201 | +$18,431,266 | +8.63% | |
| Morgan Stanley | 0.01% | 1,597,090 | $203,645,209 | $221,212,936 | +$17,567,727 | +8.63% | |
| Bank Of America Corp | 0.01% | 1,545,911 | $181,891,861 | $214,124,133 | +$32,232,272 | +17.72% | |
| Phoenix Financial Ltd. | 1.04% | 1,196,572 | $152,574,896 | $165,737,188 | +$13,162,292 | +8.63% | |
| Pgim Custom Harvest Llc | 1.71% | 1,072,262 | $136,724,206 | $148,519,010 | +$11,794,804 | +8.63% | |
| Fil Ltd | 0.06% | 708,174 | $90,299,267 | $98,089,181 | +$7,789,914 | +8.63% | |
| Goldman Sachs Group Inc | 0.01% | 645,442 | $75,942,706 | $89,400,171 | +$13,457,465 | +17.72% | |
| Two Sigma Investments, Lp | 0.05% | 559,000 | $65,771,940 | $77,427,090 | +$11,655,150 | +17.72% | |
| Lpl Financial Llc | 0.01% | 507,194 | $64,672,275 | $70,251,441 | +$5,579,166 | +8.63% | |
| Wells Fargo & Company/Mn | 0.01% | 425,495 | $50,063,800 | $58,935,312 | +$8,871,512 | +17.72% | |
| Ubs Group Ag | 0.01% | 383,365 | $48,882,872 | $53,099,886 | +$4,217,014 | +8.63% | |
| Raymond James Financial Inc | 0.01% | 314,780 | $37,037,060 | $43,600,178 | +$6,563,118 | +17.72% | |
| Fmr Llc | 0.00% | 275,949 | $35,186,164 | $38,221,696 | +$3,035,532 | +8.63% | |
| Royal Bank Of Canada | 0.01% | 297,765 | $35,036,000 | $41,243,430 | +$6,207,430 | +17.72% | |
| Magnus Financial Group Llc | 1.91% | 211,969 | $27,028,157 | $29,359,826 | +$2,331,669 | +8.63% | |
| Commonwealth Equity Services, Llc | 0.03% | 196,169 | $25,013,507 | $27,171,368 | +$2,157,861 | +8.63% | |
| Kestra Advisory Services, Llc | 0.08% | 184,347 | $23,506,115 | $25,533,903 | +$2,027,788 | +8.63% | |
| Scotia Capital Inc. | 0.08% | 171,941 | $21,927,057 | $23,815,548 | +$1,888,491 | +8.61% | |
| Cetera Investment Advisers | 0.02% | 144,136 | $18,378,726 | $19,964,277 | +$1,585,551 | +8.63% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 129,455 | $16,506,826 | $17,930,812 | +$1,423,986 | +8.63% | |
| Ameriprise Financial Inc | 0.00% | 137,776 | $16,211,252 | $19,083,354 | +$2,872,102 | +17.72% | |
| Jpmorgan Chase & Co | 0.00% | 119,870 | $15,309,868 | $16,603,194 | +$1,293,326 | +8.45% | |
| Sanctuary Advisors, Llc | 0.07% | 115,191 | $14,688,054 | $15,955,105 | +$1,267,051 | +8.63% | |
| Patten & Patten Inc/Tn | 0.77% | 114,833 | $14,642,356 | $15,905,519 | +$1,263,163 | +8.63% | |
| Xml Financial, Llc | 1.06% | 113,768 | $14,506,609 | $15,758,006 | +$1,251,397 | +8.63% | |
| Envestnet Asset Management Inc | 0.00% | 109,306 | $13,937,604 | $15,139,974 | +$1,202,370 | +8.63% | |
| Osaic Holdings, Inc. | 0.02% | 104,104 | $12,254,926 | $14,419,445 | +$2,164,519 | +17.66% | |
| Jones Financial Companies Lllp | 0.01% | 103,468 | $11,793,236 | $14,331,353 | +$2,538,117 | +21.52% | |
| Prasad Wealth Partners, Llc | 2.48% | 80,854 | $10,309,680 | $11,199,088 | +$889,408 | +8.63% | |
| Bank Of Montreal | 0.00% | 75,864 | $9,673,443 | $10,507,923 | +$834,480 | +8.63% | |
| United Capital Financial Advisors, Llc | 0.05% | 74,433 | $8,767,486 | $10,309,715 | +$1,542,229 | +17.59% | |
| Captrust Financial Advisors | 0.01% | 63,048 | $8,039,241 | $8,732,778 | +$693,537 | +8.63% | |
| Stifel Financial Corp | 0.01% | 55,477 | $7,077,629 | $7,684,119 | +$606,490 | +8.57% | |
| First Citizens Financial Corp | 2.89% | 54,297 | $6,923,410 | $7,520,677 | +$597,267 | +8.63% | |
| Washington Trust Co | 0.21% | 52,495 | $6,693,637 | $7,271,082 | +$577,445 | +8.63% | |
| Stillwater Capital Advisors, Llc | 0.64% | 49,581 | $6,322,074 | $6,867,464 | +$545,390 | +8.63% | |
| Zurich Insurance Group Ltd/Fi | 0.05% | 50,250 | $5,912,415 | $6,960,128 | +$1,047,713 | +17.72% | |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | 41,962 | $5,350,598 | $5,812,157 | +$461,559 | +8.63% | |
| Citigroup Inc | 0.00% | 39,969 | $5,096,482 | $5,536,106 | +$439,624 | +8.63% | |
| Advisortrust Partners, Llc | 1.69% | 38,800 | $4,947,388 | $5,374,188 | +$426,800 | +8.63% | |
| Finley Financial, Llc | 1.97% | 38,371 | $4,892,686 | $5,314,767 | +$422,081 | +8.63% | |
| Eagle Strategies Llc | 0.47% | 37,269 | $4,752,130 | $5,162,129 | +$409,999 | +8.63% | |
| Hc Advisors, Llc | 2.87% | 37,120 | $4,733,171 | $5,141,491 | +$408,320 | +8.63% | |
| Equitable Holdings, Inc. | 0.03% | 34,868 | $4,494,762 | $4,829,567 | +$334,805 | +7.45% | |
| Susquehanna International Group, Llp | 0.01% | 37,708 | $4,436,723 | $5,222,935 | +$786,212 | +17.72% | |
| Ethos Financial Group, Llc | 0.29% | 34,348 | $4,379,658 | $4,757,541 | +$377,883 | +8.63% | |
| Hightower Advisors, Llc | 0.00% | 33,206 | $4,234,107 | $4,599,363 | +$365,256 | +8.63% | |
| Pettyjohn, Wood & White, Inc | 0.61% | 33,115 | $4,222,494 | $4,586,759 | +$364,265 | +8.63% | |
| Pinnacle Financial Partners, Inc. | 0.03% | 35,539 | $4,183,778 | $4,922,507 | +$738,729 | +17.66% | |
| Kkm Financial Llc | 0.74% | 32,159 | $4,146,259 | $4,454,343 | +$308,084 | +7.43% |
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.