ISHARES TR

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IYF·464287788·US·etf·Unknown - Unknown

U.S. FINLS ETF

IYF (ISHARES TR) is held by 103 institutional investors as of Q1 2026. Largest holders: Fisher Asset Management, LLC ($202.1M), BANK OF AMERICA CORP /DE/ ($181.9M), MORGAN STANLEY ($181.3M). Net institutional sentiment: Mixed.

103

Holders

Avg rating(18 Elite)

$1.5B

Total Value

40% (112)

Fund Consensus

41 buying - 61 selling

Smart Money Verdict

View all

45Weak MomentumSingle Source

Institutional (13F)45

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IYF's score breaks down across 4 SEC sources

Holder Quality

18

★★★★★

Elite

42

★★★★

Strong

32

★★★

Solid

16

★★

Below

4

★

Weak

Held by 103 funds

18 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (103)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Fisher Asset Management, LLC	Decreased	1.7M(-0.9%)	$202.1M	0.1%	+81.38%	0
BANK OF AMERICA CORP /DE/	Decreased	1.5M(-1.4%)	$181.9M	0.0%	+10.72%	0
MORGAN STANLEY	Decreased	1.5M(-0.7%)	$181.3M	0.0%	+25.81%	0
PFPhoenix Financial Ltd.	Unchanged	1.2M	$140.8M	1.3%	+30.49%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	710,650(+8.2%)	$83.6M	0.1%	+46.03%	32
GOLDMAN SACHS GROUP INC	Increased	645,442(+4.4%)	$75.9M	0.0%	+10.97%	31
LPL Financial LLC	Decreased	560,433(-8.8%)	$65.9M	0.0%	+40.31%	0
TWO SIGMA INVESTMENTS, LP	New	559,000	$65.8M	0.1%	-0.23%	41
WELLS FARGO & COMPANY/MN	Decreased	425,495(-6.0%)	$50.1M	0.0%	+33.03%	0
UBS Group AG	Decreased	407,414(-2.8%)	$47.9M	0.0%	+69.04%	0
Steward Partners Investment Advisory, LLC	Decreased	324,033(-22.6%)	$38.1M	0.2%	-3.47%	0
RAYMOND JAMES FINANCIAL INC	Increased	314,780(+27.4%)	$37M	0.0%	+5.31%	36
ROYAL BANK OF CANADA	Increased	297,765(+3.0%)	$35M	0.0%	+10.04%	30
FMR LLC	Decreased	283,210(-0.8%)	$33.3M	0.0%	+11.69%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	199,475(-7.1%)	$23.5M	0.0%	+35.06%	0
Kestra Advisory Services, LLC	Decreased	191,709(-1.7%)	$22.6M	0.1%	+20.94%	0
SCOTIA CAPITAL INC.	Increased	168,436(+2.2%)	$19.8M	0.1%	+85.68%	29
Cetera Investment Advisers	Decreased	145,255(-2.6%)	$17.1M	0.0%	+23.13%	0
AMERIPRISE FINANCIAL INC	Decreased	137,776(-21.2%)	$16.2M	0.0%	+30.47%	0
JPMORGAN CHASE & CO	Decreased	135,622(-87.1%)	$15.6M	0.0%	-2.92%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer