Schroder Investment Management Group
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Schroder Investment Management Group’s iShares US Financials ETF IYF Stock Holding History

Schroder Investment Management Group’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
Q3 		– Sell
-143,300
Closed -$17.2M – 1223
2025
Q2 		$17.2M Buy
143,300
+87,002
+155% +$9.8M 0.01% 545
2025
Q1 		$6.29M Sell
56,298
-1,062,029
-95% -$122M 0.01% 719
2024
Q4 		$124M Buy
1,118,327
+856,252
+327% +$95.4M 0.12% 148
2024
Q3 		$27.1M Buy
+262,075
New +$26.3M 0.03% 433
2021
Q3 		– Sell
-264,970
Closed -$21.5M – 1525
2021
Q2 		$21.5M Buy
264,970
+148,883
+128% +$12M 0.03% 499
2021
Q1 		$8.69M Buy
+116,087
New +$8.25M 0.01% 700
2020
Q4 		– Sell
-312,896
Closed -$18M – 1479
2020
Q3 		$18M Buy
+312,896
New +$18M 0.03% 453
2018
Q3 		– Sell
-497,360
Closed -$29.2M – 1303
2018
Q2 		$29.2M Sell
497,360
-511,340
-51% -$30.4M 0.05% 384
2018
Q1 		$59.4M Buy
1,008,700
+322,382
+47% +$19.6M 0.1% 252
2017
Q4 		$41M Sell
686,318
-337,142
-33% -$19.6M 0.07% 330
2017
Q3 		$57.2M Buy
+1,023,460
New +$55.8M 0.1% 258
2017
Q1 		– Sell
-410,096
Closed -$20.8M – 1256
2016
Q4 		$20.8M Buy
+410,096
New +$19.6M 0.04% 474
2016
Q1 		– Sell
-163,466
Closed -$7.22M – 1186
2015
Q4 		$7.22M Buy
163,466
+17,236
+12% +$768K 0.01% 679
2015
Q3 		$6.15M Hold
146,230
– – 0.01% 704
2015
Q2 		$6.53M Sell
146,230
-171,898
-54% -$7.78M 0.01% 698
2015
Q1 		$14.1M Buy
318,128
+125,098
+65% +$5.56M 0.03% 568
2014
Q4 		$8.71M Sell
193,030
-23,000
-11% -$1M 0.02% 678
2014
Q3 		$9.04M Buy
216,030
+215,030
+21,503% +$9.01M 0.01% 686
2014
Q2 		$41.6K Hold
1,000
– – ﹤0.01% 1256
2014
Q1 		$40.9K Buy
+1,000
New +$40K ﹤0.01% 1297
2013
Q4 		– Sell
-376,404
Closed -$13.8M – 1521
2013
Q3 		$13.8M Buy
+376,404
New +$13.9M 0.03% 547

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Schroder Investment Management Group's IYF Position: Q3 2025 in Review

Schroder Investment Management Group sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 143,300 shares — an estimated $17.2M sold.

Schroder Investment Management Group first reported a position in IYF in Q3 2013 and held it in 21 quarters. The position peaked at $124M in Q4 2024. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • Schroder Investment Management Group reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 143,300 iShares US Financials ETF shares in Q3 2025, an estimated $17.2M.
  • Schroder Investment Management Group first reported a position in iShares US Financials ETF in Q3 2013 and held it in 21 quarters.
  • Schroder Investment Management Group's iShares US Financials ETF position peaked at $124M in Q4 2024.
  • 455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Schroder Investment Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.