Who owns iShares U.S. Financials ETF (IYF)
Which tracked institutional funds hold IYF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
70 tracked funds added or opened IYF while 52 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IYF’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 442 tracked filers holding IYF, 171 increased or opened the position and 220 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IYF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$130M
- FIL Ltd$90M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$15M
- J.W. COLE ADVISORS, INC.$2M
- CITADEL ADVISORS LLC$1M
- Oak Barrel Wealth Advisory LLC$784K
Full exits 29
- Thrivent Financial for Lutherans$18M
- Cambridge Investment Research Advisors, Inc.$11M
- PRINCIPAL FINANCIAL GROUP INC$8M
- Tower Research Capital LLC (TRC)$7M
- Janney Montgomery Scott LLC$6M
- HighTower Advisors, LLC$4M
Largest adds
- MORGAN STANLEY$22M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
- Phoenix Financial Ltd.$12M
- Fisher Asset Management, LLC$12M
- PGIM Custom Harvest LLC$11M
- CAPTRUST FINANCIAL ADVISORS$6M
Largest trims
- TWO SIGMA INVESTMENTS, LP$37M
- BANK OF AMERICA CORP /DE/$32M
- Steward Partners Investment Advisory, LLC$22M
- OpenArc Corporate Advisory, LLC$7M
- AMERIPRISE FINANCIAL INC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC trimmed | 1,675,570 | $214M | 10.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,597,090 | $204M | 9.9% | 2026-Q2 |
| Phoenix Financial Ltd. | 1,196,572 | $153M | 7.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,177,865 | $150M | 7.3% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 1,072,262 | $137M | 6.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,016,228 | $130M | 6.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 750,596 | $96M | 4.6% | 2026-Q2 |
| FIL Ltd trimmed | 708,174 | $90M | 4.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 640,308 | $82M | 4.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 507,194 | $65M | 3.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 411,187 | $52M | 2.5% | 2026-Q2 |
| UBS Group AG trimmed | 383,365 | $49M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 311,755 | $40M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 278,069 | $35M | 1.7% | 2026-Q2 |
| FMR LLC trimmed | 275,949 | $35M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 224,000 | $29M | 1.4% | 2026-Q2 |
| Magnus Financial Group LLC added | 211,969 | $27M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 196,169 | $25M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 184,347 | $24M | 1.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 171,941 | $22M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 144,136 | $18M | 0.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 129,455 | $17M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 119,870 | $15M | 0.7% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 119,628 | $15M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 115,962 | $15M | 0.7% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 115,191 | $15M | 0.7% | 2026-Q2 |
| PATTEN & PATTEN INC/TN trimmed | 114,833 | $15M | 0.7% | 2026-Q2 |
| XML Financial, LLC added | 113,768 | $15M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 111,273 | $14M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 109,306 | $14M | 0.7% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 84,730 | $11M | 0.5% | 2026-Q2 |
| Prasad Wealth Partners, LLC added | 80,854 | $10M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 75,864 | $10M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 75,109 | $10M | 0.5% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 73,112 | $9M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 63,048 | $8M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 55,477 | $7M | 0.3% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 54,297 | $7M | 0.3% | 2026-Q2 |
| WASHINGTON TRUST Co trimmed | 52,495 | $7M | 0.3% | 2026-Q2 |
| Stillwater Capital Advisors, LLC trimmed | 49,581 | $6M | 0.3% | 2026-Q2 |
| Valor Advisors LLC | 42,296 | $5M | 0.3% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 41,962 | $5M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 39,969 | $5M | 0.2% | 2026-Q2 |
| ADVISORTRUST PARTNERS, LLC added | 38,800 | $5M | 0.2% | 2026-Q2 |
| Finley Financial, LLC trimmed | 38,371 | $5M | 0.2% | 2026-Q2 |
| Eagle Strategies LLC added | 37,269 | $5M | 0.2% | 2026-Q2 |
| HC Advisors, LLC added | 37,120 | $5M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 35,504 | $5M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 34,348 | $4M | 0.2% | 2026-Q2 |
| PETTYJOHN, WOOD & WHITE, INC trimmed | 33,115 | $4M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 31,600 | $4M | 0.2% | 2026-Q2 |
| Safe Harbor Fiduciary, LLC added | 28,534 | $4M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 26,540 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 25,341 | $3M | 0.2% | 2026-Q2 |
| Somerset Group LLC added | 25,323 | $3M | 0.2% | 2026-Q2 |
| KKM Financial LLC trimmed | 25,284 | $3M | 0.2% | 2026-Q2 |
| Colony Family Offices, LLC | 24,982 | $3M | 0.2% | 2026-Q2 |
| Nvest Financial, LLC added | 24,979 | $3M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 24,245 | $3M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 24,093 | $3M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 23,573 | $3M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 23,484 | $3M | 0.1% | 2026-Q2 |
| SYON CAPITAL LLC trimmed | 23,258 | $3M | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 21,485 | $3M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 21,434 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 20,715 | $3M | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 20,280 | $3M | 0.1% | 2026-Q2 |
| Financial Freedom, LLC added | 20,056 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,362 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 18,312 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 18,140 | $2M | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 18,100 | $2M | 0.1% | 2026-Q2 |
| KENNICOTT CAPITAL MANAGEMENT LLC added | 17,868 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 17,675 | $2M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 17,555 | $2M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 16,573 | $2M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 16,557 | $2M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 16,387 | $2M | 0.1% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 16,154 | $2M | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 16,090 | $2M | 0.1% | 2026-Q2 |
| Allen Investment Management, LLC | 15,835 | $2M | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 15,549 | $2M | 0.1% | 2026-Q2 |
| AFT, FORSYTH & COMPANY, INC. trimmed | 15,389 | $2M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 15,022 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 14,996 | $2M | 0.1% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. | 14,501 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 14,288 | $2M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 14,156 | $2M | 0.1% | 2026-Q2 |
| Essex LLC trimmed | 13,768 | $2M | 0.1% | 2026-Q2 |
| COMMERCE BANK trimmed | 13,683 | $2M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 13,562 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 13,056 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 13,038 | $2M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 12,996 | $2M | 0.1% | 2026-Q2 |
| Gerald Baker Financial Group LLC added | 12,865 | $2M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 11,741 | $1M | 0.1% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL added | 11,582 | $1M | 0.1% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 11,519 | $1M | 0.1% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC trimmed | 11,231 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 11,162 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.