IYF Institutional Ownership
iShares U.S. Financials ETF
1W: -2.5%
1M: -7.2%
3M: -5.7%
YTD: -2.8%
1Y: +1.3%
3Y: +74.2%
5Y: +60.6%
$126.07
+0.04 (+0.03%)
Weekly Expected Move ±1.6%
$122
$124
$126
$128
$130
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IYF
512
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
48
New Positions
129
Increased
202
Reduced
48
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (551 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 1,675,570 | $211M | -42,025 | -2.4% | 25Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,597,090 | $201M | +56,542 | +3.7% | 60Q | SEC ↗ |
| 3 | Phoenix Financial Ltd. | 1,196,572 | $151M | — | +0.0% | 10Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,177,865 | $148M | -368,046 | -23.8% | 15Q | SEC ↗ |
| 5 | PGIM Custom Harvest LLC | 1,072,262 | $135M | +2,787 | +0.3% | 15Q | SEC ↗ |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 1,016,228 | $128M | — | +0.0% | 1Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 750,596 | $95M | +39,946 | +5.6% | 42Q | SEC ↗ |
| 8 | FIL Ltd NEW | 708,174 | $89M | — | +0.0% | 1Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 640,308 | $81M | -5,134 | -0.8% | 15Q | SEC ↗ |
| 10 | LPL Financial LLC | 507,194 | $64M | -53,239 | -9.5% | 54Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 411,187 | $52M | -14,308 | -3.4% | 99Q | SEC ↗ |
| 12 | UBS Group AG | 383,365 | $48M | -24,049 | -5.9% | 47Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 311,755 | $39M | -3,025 | -1.0% | 7Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 278,069 | $35M | -19,696 | -6.6% | 67Q | SEC ↗ |
| 15 | FMR LLC | 275,949 | $35M | -7,261 | -2.6% | 52Q | SEC ↗ |
| 16 | TWO SIGMA INVESTMENTS, LP | 224,000 | $28M | -335,000 | -59.9% | 2Q | SEC ↗ |
| 17 | Magnus Financial Group LLC | 211,969 | $27M | +5,338 | +2.6% | 25Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 196,169 | $25M | -3,306 | -1.7% | 35Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 184,347 | $23M | -7,362 | -3.8% | 24Q | SEC ↗ |
| 20 | SCOTIA CAPITAL INC. | 171,941 | $22M | +3,505 | +2.1% | 55Q | SEC ↗ |
| 21 | Thrivent Financial for Lutherans | 156,036 | $20M | +4,487 | +3.0% | 25Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 144,136 | $18M | -1,119 | -0.8% | 25Q | SEC ↗ |
| 23 | Steward Partners Investment Advisory, | 129,455 | $16M | -194,578 | -60.0% | 38Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 119,870 | $15M | -15,752 | -11.6% | 70Q | SEC ↗ |
| 25 | DZ BANK AG Deutsche Zentral Genossensc NEW | 119,628 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 115,962 | $15M | +12,494 | +12.1% | 10Q | SEC ↗ |
| 27 | Sanctuary Advisors, LLC | 115,191 | $15M | +5,138 | +4.7% | 9Q | SEC ↗ |
| 28 | PATTEN & PATTEN INC/TN | 114,833 | $14M | -2,110 | -1.8% | 58Q | SEC ↗ |
| 29 | XML Financial, LLC | 113,768 | $14M | +42 | +0.0% | 27Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 111,273 | $14M | +7,169 | +6.9% | 26Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 109,306 | $14M | -5,111 | -4.5% | 71Q | SEC ↗ |
| 32 | Zurich Insurance Group Ltd/FI | 84,730 | $11M | +34,480 | +68.6% | 5Q | SEC ↗ |
| 33 | Prasad Wealth Partners, LLC | 80,854 | $10M | +12,621 | +18.5% | 5Q | SEC ↗ |
| 34 | BANK OF MONTREAL /CAN | 75,864 | $10M | +21,562 | +39.7% | 53Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 75,109 | $9M | -62,667 | -45.5% | 16Q | SEC ↗ |
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 73,112 | $9M | -1,321 | -1.8% | 48Q | SEC ↗ |
| 37 | Cambridge Investment Research Advisors | 69,625 | $9M | -22,840 | -24.7% | 56Q | SEC ↗ |
| 38 | CAPTRUST FINANCIAL ADVISORS | 63,048 | $8M | +49,361 | +360.6% | 22Q | SEC ↗ |
| 39 | STIFEL FINANCIAL CORP | 55,477 | $7M | -27,891 | -33.5% | 40Q | SEC ↗ |
| 40 | First Citizens Financial Corp | 54,297 | $7M | -32 | -0.1% | 13Q | SEC ↗ |
| 41 | WASHINGTON TRUST Co | 52,495 | $7M | -2,091 | -3.8% | 26Q | SEC ↗ |
| 42 | Stillwater Capital Advisors, LLC | 49,581 | $6M | -482 | -1.0% | 67Q | SEC ↗ |
| 43 | Janney Montgomery Scott LLC | 46,769 | $6M | -287 | -0.6% | 52Q | SEC ↗ |
| 44 | Valor Advisors LLC | 42,296 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 45 | Gerber Kawasaki Wealth & Investment Ma | 41,962 | $5M | +4,005 | +10.6% | 23Q | SEC ↗ |
| 46 | CITIGROUP INC | 39,969 | $5M | +1,575 | +4.1% | 57Q | SEC ↗ |
| 47 | ADVISORTRUST PARTNERS, LLC | 38,800 | $5M | +38,493 | +12538.4% | 3Q | SEC ↗ |
| 48 | Finley Financial, LLC | 38,371 | $5M | -2,055 | -5.1% | 7Q | SEC ↗ |
| 49 | Eagle Strategies LLC | 37,269 | $5M | +1,257 | +3.5% | 10Q | SEC ↗ |
| 50 | HC Advisors, LLC | 37,120 | $5M | +578 | +1.6% | 25Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 1,016,228 | $128M |
| FIL Ltd | 708,174 | $89M |
| DZ BANK AG Deutsche Zentral Genosse | 119,628 | $15M |
| J.W. COLE ADVISORS, INC. | 17,555 | $2M |
| Madison Park Capital Advisors, LLC | 10,000 | $1M |
| CITADEL ADVISORS LLC | 9,483 | $1M |
| Oak Barrel Wealth Advisory LLC | 6,149 | $775K |
| Cadent Capital Advisors, LLC | 4,800 | $605K |
| NAVELLIER & ASSOCIATES INC | 4,538 | $572K |
| Y-Intercept (Hong Kong) Ltd | 3,918 | $494K |
| TritonPoint Partners, LLC | 3,727 | $470K |
| NewSquare Capital LLC | 3,304 | $417K |
| Buck Wealth Strategies, LLC | 3,272 | $413K |
| Dynamic Advisor Solutions LLC | 3,208 | $404K |
| Pathstone Holdings, LLC | 3,131 | $395K |
| Global Retirement Partners, LLC | 2,772 | $349K |
| Invesco Ltd. | 2,713 | $342K |
| EFG International AG | 2,400 | $303K |
| Integras Partners LLC | 2,150 | $271K |
| Waverly Advisors, LLC | 1,978 | $249K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Dynasty Wealth Management, LLC | 1,762,552 | $222M |
| PRINCIPAL FINANCIAL GROUP INC | 67,586 | $9M |
| WealthCare Asset Management, LLC | 64,107 | $8M |
| Tower Research Capital LLC (TRC) | 56,587 | $7M |
| UNIQUE WEALTH, LLC | 50,166 | $6M |
| First Heartland Consultants, Inc. | 31,137 | $4M |
| JANE STREET GROUP, LLC | 24,128 | $3M |
| Apeiron RIA LLC | 17,385 | $2M |
| Trademark Financial Management, LLC | 16,286 | $2M |
| Virtue Capital Management, LLC | 15,041 | $2M |
| Wealthstar Advisors, LLC | 14,928 | $2M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 13,664 | $2M |
| HSBC HOLDINGS PLC | 13,225 | $2M |
| TUDOR INVESTMENT CORP ET AL | 12,351 | $2M |
| GAM Holding AG | 11,680 | $1M |
| Nikulski Financial, Inc. | 10,992 | $1M |
| Quadrant Private Wealth Management, | 10,977 | $1M |
| Outlook Wealth Advisors, LLC | 10,703 | $1M |
| GTS SECURITIES LLC | 10,576 | $1M |
| Biondo Investment Advisors, LLC | 8,363 | $1M |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -368,046 | -23.8% | 1,177,865 |
| TWO SIGMA INVESTMENTS, LP | -335,000 | -59.9% | 224,000 |
| Steward Partners Investment Advisor | -194,578 | -60.0% | 129,455 |
| AMERIPRISE FINANCIAL INC | -62,667 | -45.5% | 75,109 |
| OpenArc Corporate Advisory, LLC | -62,317 | -79.5% | 16,090 |
| LPL Financial LLC | -53,239 | -9.5% | 507,194 |
| Fisher Asset Management, LLC | -42,025 | -2.4% | 1,675,570 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -35,617 | -94.5% | 2,091 |
| Private Advisor Group, LLC | -31,445 | -55.4% | 25,341 |
| FLOW TRADERS U.S. LLC | -28,701 | -94.0% | 1,843 |
| STIFEL FINANCIAL CORP | -27,891 | -33.5% | 55,477 |
| UBS Group AG | -24,049 | -5.9% | 383,365 |
| Cambridge Investment Research Advis | -22,840 | -24.7% | 69,625 |
| Mariner, LLC | -22,574 | -76.0% | 7,135 |
| ROYAL BANK OF CANADA | -19,696 | -6.6% | 278,069 |
| JPMORGAN CHASE & CO | -15,752 | -11.6% | 119,870 |
| WELLS FARGO & COMPANY/MN | -14,308 | -3.4% | 411,187 |
| SYON CAPITAL LLC | -9,362 | -28.7% | 23,258 |
| HRT FINANCIAL LP | -9,245 | -69.2% | 4,120 |
| Prospera Financial Services Inc | -8,885 | -78.8% | 2,395 |