IYF

Ishares US Financials ETFETF
UnclassifiedUSCUSIP 464287788◍ Confluence graph
Tracked 13F Holders
424
-116 QoQ
13F Value (tracked)
$1.9B
13F Moves · latest Q
15 added
23 trimmed
Recent Filings
0

Who owns IYF?

424 tracked 13F filers

424 tracked 13F filers disclose a position in IYF as of the latest SEC 13F filings, a combined $1.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Fisher Asset Management, LLC
$202.1M
1.7M
−0.9%
Reduced · −16K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$181.9M
1.5M
−1.4%
Reduced · −23K sh
Q1 2026
3MORGAN STANLEY
$181.3M
1.5M
−0.7%
Reduced · −11K sh
Q1 2026
4Phoenix Financial Ltd.
$152.6M
1.2M
Held
Q2 2026
5PGIM Custom Harvest LLC
$125.8M
1.1M
+81%
Added · +480K sh
Q1 2026
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$83.6M
711K
+8.2%
Added · +54K sh
Q1 2026
7GOLDMAN SACHS GROUP INC
$75.9M
645K
+4.4%
Added · +27K sh
Q1 2026
8LPL Financial LLC
$65.9M
560K
−8.8%
Reduced · −54K sh
Q1 2026
9TWO SIGMA INVESTMENTS, LP
$65.8M
559K
New
+559K sh
Q1 2026
10WELLS FARGO & COMPANY/MN
$50.1M
425K
−6.0%
Reduced · −27K sh
Q1 2026
11UBS Group AG
$47.9M
407K
−2.7%
Reduced · −12K sh
Q1 2026
12RAYMOND JAMES FINANCIAL INC
$37.0M
315K
+27%
Added · +68K sh
Q1 2026
13ROYAL BANK OF CANADA
$35.0M
298K
+3.0%
Added · +9K sh
Q1 2026
14FMR LLC
$33.3M
283K
−0.8%
Reduced · −2K sh
Q1 2026
15Magnus Financial Group LLC
$27.0M
212K
+2.6%
Added · +5K sh
Q2 2026
16COMMONWEALTH EQUITY SERVICES, LLC
$23.5M
199K
−7.1%
Reduced · −15K sh
Q1 2026
17Kestra Advisory Services, LLC
$23.5M
184K
−3.8%
Reduced · −7K sh
Q2 2026
18SCOTIA CAPITAL INC.
$21.9M
172K
+2.1%
Added · +4K sh
Q2 2026
19Cetera Investment Advisers
$17.1M
145K
−2.6%
Reduced · −4K sh
Q1 2026
20AMERIPRISE FINANCIAL INC
$16.2M
138K
−21%
Reduced · −37K sh
Q1 2026
21JPMORGAN CHASE & CO
$15.6M
136K
−87%
Reduced · −918K sh
Q1 2026
22Steward Partners Investment Advisory, LLC
$16.5M
129K
−60%
Reduced · −195K sh
Q2 2026
23Sanctuary Advisors, LLC
$14.7M
115K
+4.7%
Added · +5K sh
Q2 2026
24PATTEN & PATTEN INC/TN
$14.6M
115K
−1.8%
Reduced · −2K sh
Q2 2026
25ENVESTNET ASSET MANAGEMENT INC
$13.5M
114K
+24%
Added · +22K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is IYF being bought or sold by institutions?

Last quarter, 2 funds opened a new position in IYF and 13 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
13
funds
Reduced
23
funds
Exited
0
funds

Funds that own IYF also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA255 funds$110.2B
APPLE INCAAPL253 funds$92.3B
MICROSOFT CORPMSFT251 funds$75.4B
AMAZON.COM INCAMZN251 funds$56.1B
ALPHABET INC-CL AGOOGL250 funds$53.4B
ALPHABET INC-CL CGOOG244 funds$27.9B
JPMORGAN CHASE & COJPM244 funds$25.8B
META PLATFORMS INC-CLASS AMETA243 funds$29.0B
SS SPDR S&P 500 ETF TRUST-USSPY241 funds$17.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B239 funds$13.0B
BROADCOM INCAVGO236 funds$41.4B
WALMART INCWMT235 funds$18.0B

Ranked by how many of IYF's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

298 funds+23 since Q3 2024
0210419Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $512.7M · 2 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for IYF

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Ask your agent what changed in IYF

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IYF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IYF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IYF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.