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Napatree Capital’s iShares US Financials ETF IYF Stock Holding History

Napatree Capital’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
2025
Q1 		$599K Buy
5,312
+972
+22% +$111K 0.34% 82
2024
Q4 		$480K Buy
4,340
+939
+28% +$105K 0.28% 96
2024
Q3 		$353K Buy
+3,401
New +$341K 0.25% 112

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Napatree Capital's IYF Position: Q1 2025 in Review

Napatree Capital increased its iShares US Financials ETF (IYF) stake by 22% in Q1 2025, buying an estimated $111K and bringing the position to 5,312 shares worth $599K. The position accounts for 0.34% of the portfolio, ranked #82.

Napatree Capital first reported a position in IYF in Q3 2024 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

  • Napatree Capital held 5,312 shares of iShares US Financials ETF worth $599K as of Q1 2025.
  • Napatree Capital bought 972 iShares US Financials ETF shares in Q1 2025, an estimated $111K.
  • iShares US Financials ETF made up 0.34% of Napatree Capital's portfolio in Q1 2025, its #82 holding.
  • Napatree Capital first reported a position in iShares US Financials ETF in Q3 2024 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.