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Of the 6 tracked institutions holding IYF, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.1pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, IYF (ISHARES US FINANCIALS ETF) is held with a combined value of $252.94M across 1,983,658 shares. The largest holder is Fisher Asset Management, LLC with a position worth $213.65M (0.06% of their portfolio). CITADEL ADVISORS LLC opened a new position in the most recent quarter. 1 fund increased its holdings. 3 funds reduced their position.
Total Institutional Value
$252.94M
Total Shares Held
1,983,658
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $213.65M | 0.06% | -2.4% |
| 2 | FMR LLC | $35.19M | 0.00% | -2.6% |
| 3 | Gotham Asset Management, LLC | $1.92M | 0.00% | - |
| 4 | CITADEL ADVISORS LLC | $1.21M | 0.00% | New |
| 5 | BlackRock, Inc. | $637.80K | 0.00% | +56.5% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $335.63K | 0.00% | -4.7% |
As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of IYF with a position worth $213.65M, representing 0.06% of their portfolio. In total, 6 institutional investors hold IYF with a combined value of $252.94M.
In the most recent quarter, 1 fund opened a new position in IYF. Additionally, 1 increased their holdings and 3 reduced their positions.
Institutional investors hold $252.94M worth of IYF stock across 6 positions. The largest institutional holder is Fisher Asset Management, LLC with $213.65M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IYF, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IYF positions.
Last Close
$131.52
2026-10-22
YTD
+2.6%
72% of 52-week range
