IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow +7.5% ·
net new positions -8.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | +1 | 11.54M | $1.47B | +8 | −7 |
| Q1 2026 | 67 | -1 | 10.68M | $1.26B | +5 | −6 |
| Q4 2025 | 67 | +1 | 14.05M | $1.81B | +2 | −1 |
| Q3 2025 | 12 | -1 | 5.91M | $748.34M | — | −1 |
| Q2 2025 | 10 | +4 | 2.55M | $308.94M | +4 | — |
| Q1 2025 | 4 | -1 | 1.88M | $212.16M | +2 | −3 |
| Q4 2024 | 5 | 0 | 1.98M | $219.29M | — | — |
| Q3 2024 | 5 | 0 | 2.07M | $214.68M | — | — |
| Q2 2024 | 5 | — | 2.09M | $198.04M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 1.78M | -2.7% | $225.91M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.55M | — | $196.39M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 4 | Goldman Sachs Group ✦ | 652.34K | — | $82.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | BlackRock ✦ (passive) | 473.94K | +21995.1% | $60.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 360.70K | -0.9% | $45.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 289.01K | -1.5% | $36.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 18.60K | +31.2% | $2.36M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Gotham Asset Management ✦ | 15.02K | +123.3% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 13.60K | -43.1% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 5.77K | -7.9% | $730,586 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | GAMCO Investors ✦ | 3.95K | -16.3% | $499,666 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $502,471 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 465 holders, 16.98M shares, $1.95B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.