Who owns iShares U.S. Industrials ETF (IYJ)
Which tracked institutional funds hold IYJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYJ 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
67 tracked funds added or opened IYJ while 31 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
IYJ’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IYJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IYJ 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 327 tracked filers holding IYJ, 139 increased or opened the position and 142 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 IYJ 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 6
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$6M
- TritonPoint Partners, LLC$1M
- Schuylkill Financial LLC$968K
- IFG Advisory, LLC$739K
- FIL Ltd$670K
- INDEPENDENT FINANCIAL GROUP, LLC$531K
Full exits 22
- Cambridge Investment Research Advisors, Inc.$14M
- Janney Montgomery Scott LLC$8M
- HighTower Advisors, LLC$8M
- Summit Financial Consulting LLC$7M
- Three Seasons Wealth, LLC$5M
- CX Institutional$4M
Largest adds
- BANK OF AMERICA CORP /DE/$20M
- MML INVESTORS SERVICES, LLC$17M
- MORGAN STANLEY$13M
- ROYAL BANK OF CANADA$11M
- BNP PARIBAS FINANCIAL MARKETS$9M
- LPL Financial LLC$9M
Largest trims
- Kozak & Associates, Inc.$11M
- UBS Group AG$8M
- AE Wealth Management LLC$6M
- Private Advisor Group, LLC$4M
- Legacy Edge Advisors, LLC$3M
- Mariner, LLC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 767,063 | $128M | 13.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 443,260 | $74M | 7.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 440,201 | $73M | 7.6% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 389,701 | $65M | 6.8% | 2026-Q2 |
| LPL Financial LLC added | 328,994 | $55M | 5.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 289,334 | $48M | 5.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 263,826 | $44M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 201,167 | $34M | 3.5% | 2026-Q2 |
| UBS Group AG trimmed | 178,454 | $30M | 3.1% | 2026-Q2 |
| Kozak & Associates, Inc. trimmed | 144,050 | $24M | 2.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 100,000 | $17M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 99,762 | $17M | 1.7% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 93,578 | $16M | 1.6% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 91,832 | $13M | 1.4% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC added | 86,882 | $14M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 74,753 | $12M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 71,458 | $12M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 68,758 | $11M | 1.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 67,201 | $11M | 1.2% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 61,910 | $10M | 1.1% | 2026-Q2 |
| Well Done, LLC added | 54,248 | $9M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 52,542 | $9M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 46,193 | $8M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 44,268 | $7M | 0.8% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 44,082 | $7M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 41,332 | $7M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 41,037 | $7M | 0.7% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 40,472 | $7M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 39,204 | $6M | 0.7% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main new | 38,711 | $6M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 35,942 | $6M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 35,100 | $6M | 0.6% | 2026-Q2 |
| Odyssey Capital Advisors, Inc. added | 34,721 | $6M | 0.6% | 2026-Q2 |
| Modus Advisors, LLC added | 34,126 | $6M | 0.6% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 32,355 | $5M | 0.6% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 32,128 | $5M | 0.6% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 30,960 | $5M | 0.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 29,354 | $5M | 0.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 27,766 | $5M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 27,670 | $5M | 0.5% | 2026-Q2 |
| FMR LLC added | 26,540 | $4M | 0.5% | 2026-Q2 |
| Atria Investments, Inc added | 26,474 | $4M | 0.5% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 26,381 | $4M | 0.5% | 2026-Q2 |
| Tudor Financial Inc. added | 26,331 | $3M | 0.3% | 2026-Q2 |
| Adirondack Capital Advisors, LLC added | 24,735 | $4M | 0.4% | 2026-Q2 |
| Frank, Rimerman Advisors LLC | 24,468 | $4M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 21,660 | $4M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 19,332 | $3M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 19,287 | $3M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 19,211 | $3M | 0.3% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 19,003 | $3M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 18,914 | $3M | 0.3% | 2026-Q2 |
| Merkkuri Wealth Advisors LLC added | 18,462 | $3M | 0.3% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 16,868 | $3M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 16,594 | $3M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 15,561 | $3M | 0.3% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. | 14,330 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 13,754 | $2M | 0.2% | 2026-Q2 |
| Laurel Wealth Advisors LLC | 13,685 | $2M | 0.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 13,543 | $2M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 13,399 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 12,678 | $2M | 0.2% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 12,647 | $2M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 12,063 | $2M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 11,796 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 11,511 | $2M | 0.2% | 2026-Q2 |
| JBR Co Financial Management Inc trimmed | 11,423 | $2M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 11,347 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 11,087 | $2M | 0.2% | 2026-Q2 |
| Stillwater Capital Advisors, LLC trimmed | 10,928 | $2M | 0.2% | 2026-Q2 |
| Essex LLC trimmed | 10,850 | $2M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 10,723 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 10,277 | $2M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. | 9,930 | $2M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 9,622 | $2M | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 9,491 | $2M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 9,202 | $2M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 9,141 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 9,028 | $2M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 8,996 | $1M | 0.2% | 2026-Q2 |
| Ignite Planners, LLC added | 8,898 | $1M | 0.2% | 2026-Q2 |
| Ridge Creek Global, Inc | 8,889 | $1M | 0.2% | 2026-Q2 |
| KENNICOTT CAPITAL MANAGEMENT LLC added | 8,805 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 8,712 | $1M | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 8,653 | $1M | 0.2% | 2026-Q2 |
| KKM Financial LLC trimmed | 8,640 | $1M | 0.1% | 2026-Q2 |
| RIK SAYLOR FINANCIAL, INC. trimmed | 8,558 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 8,200 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 7,939 | $1M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 7,675 | $1M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 7,363 | $1M | 0.1% | 2026-Q2 |
| TritonPoint Partners, LLC new | 7,330 | $1M | 0.1% | 2026-Q2 |
| TRITONPOINT WEALTH, LLC | 7,330 | $1M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 7,245 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,968 | $1M | 0.1% | 2026-Q2 |
| MUIRFIELD WEALTH ADVISORS LLC added | 6,813 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 6,794 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 6,764 | $1M | 0.1% | 2026-Q2 |
| Simmons Bank trimmed | 6,662 | $1M | 0.1% | 2026-Q2 |
| PLANNING DIRECTIONS INC trimmed | 6,548 | $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.