iShares US Financials ETF
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
405% more call options, than puts
Call options by funds: $2.05M | Put options by funds: $405K
138% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 16
58% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 91
19% more capital invested
Capital invested by funds: $1.59B [Q2] → $1.88B (+$295M) [Q3]
5% more funds holding
Funds holding: 362 [Q2] → 380 (+18) [Q3]
1.59% less ownership
Funds ownership: 60.15% [Q2] → 58.56% (-1.59%) [Q3]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q2] → 6 (-2) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IYF.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
IYF: Consolidation Means A Lot For Banking
The iShares U.S. Financials ETF outperformed the US Insurance ETF due to the Trump factor for efficient banking consolidation. High rates may impact NIMs negatively through deposit beta, but consolidation and strong investment banking performance justify heights in integrated players. Insurance also more unambiguously benefits from higher rates due to the fixed-income reserve portfolios, dependent on prevailing rates.
Neutral
CNBC Television
3 weeks ago
Final Trades: Apollo, UnitedHealth, Boston Scientific and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Neutral
Zacks Investment Research
1 month ago
Should You Invest in the iShares U.S. Financials ETF (IYF)?
The iShares U.S. Financials ETF (IYF) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Broad segment of the equity market.
Neutral
CNBC Television
2 months ago
Final Trades: Coinbase, Disney, Meta and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Neutral
CNBC Television
2 months ago
Final Trades: EQT, Meta, On Holdings and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Positive
Seeking Alpha
2 months ago
IYF: Financials Turn Too Frothy Post-Election, A Pause Warranted
The financials sector led the market with a 49% return in the past year, but I recommend a hold rating on IYF due to potential consolidation. IYF's attractive P/E ratio and robust performance in 2024 earned it an A+ ETF Grade, yet neutral seasonality suggests a breather is needed. The ETF's portfolio is moderately concentrated with top holdings in Berkshire Hathaway and JPMorgan, posing some concentration risk despite high quality.
Positive
CNBC Television
2 months ago
Final Trades: Glacier Bancorp, CME Group, the IBIT and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Neutral
Zacks Investment Research
3 months ago
Should You Invest in the iShares U.S. Financials ETF (IYF)?
Looking for broad exposure to the Financials - Broad segment of the equity market? You should consider the iShares U.S. Financials ETF (IYF), a passively managed exchange traded fund launched on 05/22/2000.
Neutral
CNBC Television
4 months ago
Final Trades: American Express, Vertiv Holdings, Coupang and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Neutral
Zacks Investment Research
5 months ago
Should You Invest in the iShares U.S. Financials ETF (IYF)?
The iShares U.S. Financials ETF (IYF) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Broad segment of the equity market.
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