IYF · iShares U.S. Financials ETF ETF
$138.02
-0.92 (-0.66%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $2,872,415
Total Shares: 22,527
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
57.1%
−2.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,033
Highly concentrated−5
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
0
Decreased
0
Sold Out
2
Unchanged
1
Holder count:
+1
Institutional value:
+240.8%
Shares held:
+214.4%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 12,864 | $1,640,288 | |
| Mega CITADEL ADVISORS LLC | 9,483 | $1,209,177 | |
| Mid Parkside Financial Bank & Trust | 45 | $5,737 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 4,268 | $502,172 | |
| Mid Dakota Wealth Management | 2,761 | $324,859 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IYF | $1,640,288 | 57.10% | 12,864 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IYF | $1,209,177 | 42.10% | 9,483 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC IYF | $17,213 | 0.60% | 135 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank IYF | $5,737 | 0.20% | 45 | Shares | 2026-09-04 |