IYF · Insider trading · 13F holders · Congress trades
Ishares Tr (IYF)
Who is buying and selling IYF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 33
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IYF at a glance
- No open-market insider purchases or sales of IYF were filed in the last 90 days.
- 33 13F filers hold IYF among their 50 largest positions, worth $429.5M combined. The biggest bets by portfolio weight are Valor Advisors LLC (4.0%), HC Advisors, LLC (2.9%) and First Citizens Financial Corp (2.9%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in IYF.
IYF insider trading
No open-market insider purchases or sales of IYF were filed in the last 90 days.
Who owns IYF? Hedge funds and superinvestors
33 13F filers hold IYF among their 50 largest positions, worth $429.5M combined. The biggest bets by portfolio weight are Valor Advisors LLC (4.0%), HC Advisors, LLC (2.9%) and First Citizens Financial Corp (2.9%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Phoenix Financial Ltd.Investment manager | 1.0% | $152.6M | 1,196,572 | +0.0% shares | Q2 2026 |
| PGIM Custom Harvest LLCWealth manager | 1.7% | $136.7M | 1,072,262 | +0.3% shares | Q2 2026 |
| Magnus Financial Group LLCWealth manager | 1.8% | $27.3M | 217,557 | +2.6% shares | Q3 2026 |
| Patten & Patten Inc/tnInvestment manager | 0.7% | $14.2M | 113,178 | -1.4% shares | Q3 2026 |
| XML Financial, LLCWealth manager | 1.0% | $13.8M | 110,215 | -3.1% shares | Q3 2026 |
| Prasad Wealth Partners, LLCWealth manager | 2.5% | $10.3M | 80,854 | +18.5% shares | Q2 2026 |
| First Citizens Financial CorpWealth manager | 2.9% | $6.8M | 54,091 | -0.4% shares | Q3 2026 |
| Stillwater Capital Advisors, LLCAsset manager | 0.6% | $6.3M | 49,581 | -1.0% shares | Q2 2026 |
| Valor Advisors LLCWealth manager | 4.0% | $5.4M | 42,296 | +0.0% shares | Q2 2026 |
| Advisortrust Partners, LLCWealth manager | 1.7% | $4.9M | 38,800 | — | Q2 2026 |
| HC Advisors, LLCWealth manager | 2.9% | $4.7M | 37,120 | +1.6% shares | Q2 2026 |
| Finley Financial, LLCWealth manager | 1.9% | $4.7M | 37,175 | -3.1% shares | Q3 2026 |
| Pettyjohn, Wood & White, IncWealth manager | 0.6% | $4.2M | 33,115 | -0.2% shares | Q2 2026 |
| Safe Harbor Fiduciary, LLCWealth manager | 2.8% | $3.6M | 28,534 | +3.1% shares | Q2 2026 |
| Bank of the Bluegrass & Trust Co.Bank & trust | 1.0% | $3.4M | 26,970 | — | Q2 2026 |
| Somerset Group LLCWealth manager | 2.4% | $3.4M | 25,323 | +0.3% shares | Q2 2026 |
| Nvest Financial, LLCWealth manager | 1.0% | $3.2M | 24,979 | +8.5% shares | Q2 2026 |
| Colony Family Offices, LLCWealth manager | 0.7% | $3.1M | 24,982 | +0.0% shares | Q3 2026 |
| WealthCare Investment Partners, LLCWealth manager | 0.7% | $2.7M | 21,485 | -3.2% shares | Q2 2026 |
| Financial Freedom, LLCWealth manager | 1.2% | $2.6M | 20,056 | +20.9% shares | Q2 2026 |
| Kennicott Capital Management LLCWealth manager | 1.0% | $2.2M | 17,868 | +0.0% shares | Q3 2026 |
| Aft, Forsyth & Company, Inc.Wealth manager | 0.9% | $2.0M | 15,389 | -5.8% shares | Q2 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 1.0% | $1.6M | 12,967 | +31.5% shares | Q3 2026 |
| Gerald Baker Financial Group LLCWealth manager | 0.5% | $1.6M | 12,939 | +0.6% shares | Q3 2026 |
| Navis Wealth Advisors, LLCWealth manager | 0.6% | $1.5M | 11,519 | +0.3% shares | Q2 2026 |
| Nova Wealth Management, Inc.Wealth manager | 0.7% | $1.3M | 9,828 | -13.2% shares | Q2 2026 |
| Magnolia Capital Management LtdWealth manager | 0.8% | $1.1M | 8,845 | +0.0% shares | Q3 2026 |
| HFG Advisors, Inc.Wealth manager | 0.6% | $890K | 6,981 | +0.0% shares | Q2 2026 |
| Oak Barrel Wealth Advisory LLCWealth manager | 0.3% | $784K | 6,149 | +0.6% shares | Q2 2026 |
| Southern Capital Advisors, LLCWealth manager | 0.3% | $670K | 5,333 | -4.5% shares | Q3 2026 |
The 30 largest of 33 positions, by value. Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 21). Screen IYF in the grand portfolio →
IYF stock trades by members of Congress
No member of Congress has disclosed a trade in IYF.
IYF questions and answers
Are insiders buying IYF stock?
No open-market insider purchases or sales of IYF were filed in the last 90 days.
Which hedge funds own IYF?
33 13F filers hold IYF among their 50 largest positions, worth $429.5M combined. The biggest bets by portfolio weight are Valor Advisors LLC (4.0%), HC Advisors, LLC (2.9%) and First Citizens Financial Corp (2.9%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded IYF?
No member of Congress has disclosed a trade in IYF.
Who is the largest holder of IYF?
Among 13F filers, Phoenix Financial Ltd. reports the largest IYF position, $152.6M (1,196,572 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Valor Advisors LLC's: 4.0% of its portfolio.
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