HSBC Holdings
IYF icon

HSBC Holdings’s iShares US Financials ETF IYF Stock Holding History

HSBC Holdings’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Sell
13,225
-792,071
-98% -$98.3M ﹤0.01% 1645
2025
Q4 		$104M Buy
+805,296
New +$101M 0.05% 319
2025
Q3 		– Sell
-640,575
Closed -$77.5M – 2933
2025
Q2 		$77.5M Sell
640,575
-20,567
-3% -$2.32M 0.05% 368
2025
Q1 		$74.6M Sell
661,142
-362,774
-35% -$41.6M 0.05% 365
2024
Q4 		$113M Buy
1,023,916
+367,508
+56% +$40.9M 0.07% 276
2024
Q3 		$68.2M Buy
656,408
+645,258
+5,787% +$64.7M 0.04% 421
2024
Q2 		$1.05M Sell
11,150
-847,866
-99% -$79.4M ﹤0.01% 1663
2024
Q1 		$82.2M Buy
859,016
+844,266
+5,724% +$75.2M 0.06% 326
2023
Q4 		$1.26M Buy
+14,750
New +$1.15M ﹤0.01% 1667
2022
Q4 		– Hold
0
– – – 2120
2022
Q3 		– Hold
0
– – – 2037
2022
Q2 		– Hold
0
– – – 1908
2022
Q1 		– Hold
0
– – – 1740
2021
Q4 		– Hold
0
– – – 1725
2021
Q3 		– Hold
0
– – – 1937
2021
Q2 		– Hold
0
– – – 1797
2021
Q1 		– Hold
0
– – – 1198
2014
Q4 		– Sell
-5,200
Closed -$218K – 1812
2014
Q3 		$218K Hold
5,200
– – ﹤0.01% 1645
2014
Q2 		$216K Hold
5,200
– – ﹤0.01% 1680
2014
Q1 		$212K Hold
5,200
– – ﹤0.01% 1628
2013
Q4 		$208K Buy
+5,200
New +$200K ﹤0.01% 1625

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings's IYF Position: Q1 2026 in Review

HSBC Holdings reduced its iShares US Financials ETF (IYF) stake by 98% in Q1 2026, selling an estimated $98.3M and leaving 13,225 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

HSBC Holdings first reported a position in IYF in Q4 2013 and has held it in 13 quarters since. The position peaked at $113M in Q4 2024. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • HSBC Holdings held 13,225 shares of iShares US Financials ETF worth $1.56M as of Q1 2026.
  • HSBC Holdings sold 792,071 iShares US Financials ETF shares in Q1 2026, an estimated $98.3M.
  • iShares US Financials ETF made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1645 holding.
  • HSBC Holdings first reported a position in iShares US Financials ETF in Q4 2013 and has held it in 13 quarters since.
  • HSBC Holdings's iShares US Financials ETF position peaked at $113M in Q4 2024.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.