IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.7% ·
aandelenstroom +7.5% ·
netto nieuwe posities -8.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Morgan Stanley ✦ | 1.55M | — | $196.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.55M | — | $196.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.55M | — | $196.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.55M | — | $196.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 741.60K | — | $93.92M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 652.34K | — | $82.61M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 652.34K | — | $82.61M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 652.34K | — | $82.61M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 473.94K | +21995.1% | $60.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 473.94K | +21995.1% | $60.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 360.70K | -0.9% | $45.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 289.01K | -1.5% | $36.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 18.60K | +31.2% | $2.36M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 15.02K | +123.3% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 13.60K | -43.1% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 5.77K | -7.9% | $730,586 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | GAMCO Investors ✦ | 3.95K | -16.3% | $499,666 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Millennium Management | $502,471 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 465 houders, 16.98M aandelen, $1.95B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.