ISHARES TR (IYY) is held by 83 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling IYY?

In Q1 2026, 37 institutions opened or increased positions in ISHARES TR while 39 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on IYY?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold IYY?

83 institutional investors report holding ISHARES TR (IYY) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into IYY?

As of Q1 2026, tracked institutions in ISHARES TR show 37 buyers versus 39 sellers — net outflows.

ISHARES TR

IYY·464287846·US·ETF·Unknown - Unknown

Holders

Avg rating(23 Elite)

$445.3M

Total Value

49% (87)

Fund Consensus

37 buying - 39 selling

No verdict yet — fewer than 2 funds hold IYY.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	424,458(-3.1%)	$67.3M	0.0%	+40.62%	0
LPL Financial LLC	Decreased	304,502(-2.3%)	$48.2M	0.0%	+102.58%	0
BANK OF AMERICA CORP /DE/	Increased	249,037(+27.5%)	$39.5M	0.0%	+18.12%	36
Savant Capital, LLC	Decreased	154,718(-0.1%)	$24.5M	0.1%	+138.39%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	140,296(-2.0%)	$22.2M	0.0%	+96.70%	0
WELLS FARGO & COMPANY/MN	Decreased	128,510(-2.2%)	$20.4M	0.0%	+65.67%	0
Kestra Advisory Services, LLC	Increased	105,487(+202.6%)	$16.7M	0.1%	+18.85%	46
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	99,656(-0.5%)	$15.8M	0.0%	+109.67%	0
RAYMOND JAMES FINANCIAL INC	Increased	96,343(+6.0%)	$15.3M	0.0%	+28.04%	30
OSAIC HOLDINGS, INC.	Increased	78,622(+24.1%)	$12.5M	0.0%	+45.96%	34
ROYAL BANK OF CANADA	Increased	77,895(+1.3%)	$12.3M	0.0%	+27.89%	28
Cetera Investment Advisers	Decreased	61,041(-1.5%)	$9.7M	0.0%	+44.09%	0
UBS Group AG	Decreased	56,528(-10.0%)	$9M	0.0%	+116.79%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	43,544(-0.4%)	$6.9M	0.0%	+85.67%	0
AMERIPRISE FINANCIAL INC	Decreased	40,671(-16.3%)	$6.4M	0.0%	+21.71%	0
BANK OF MONTREAL /CAN/	Increased	40,297(+2.9%)	$6.4M	0.0%	+30.81%	28
Creative Planning	Increased	37,974(+3.2%)	$6M	0.0%	+128.85%	28
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	36,378(-32.3%)	$5.8M	0.0%	+63.35%	0
FMR LLC	Increased	35,994(+6.1%)	$5.7M	0.0%	+26.93%	29
MAI Capital Management	Decreased	31,291(-4.5%)	$5M	0.0%	+10.24%	0