Essex LLC Has $1.61 Million Stake in iShares U.S. Financials ETF $IYF

Posted by Joseph Casey on Oct 15th, 2025

Essex LLC grew its position in iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 24.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,323 shares of the company’s stock after purchasing an additional 2,601 shares during the quarter. Essex LLC’s holdings in iShares U.S. Financials ETF were worth $1,612,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Sound Income Strategies LLC bought a new position in shares of iShares U.S. Financials ETF in the 1st quarter worth about $34,000. Park Square Financial Group LLC bought a new stake in shares of iShares U.S. Financials ETF during the 1st quarter valued at about $34,000. Trust Co. of Vermont acquired a new stake in iShares U.S. Financials ETF during the first quarter worth approximately $35,000. Golden State Wealth Management LLC increased its holdings in iShares U.S. Financials ETF by 69.0% in the first quarter. Golden State Wealth Management LLC now owns 311 shares of the company’s stock worth $35,000 after purchasing an additional 127 shares in the last quarter. Finally, Rise Advisors LLC increased its holdings in iShares U.S. Financials ETF by 60.4% in the second quarter. Rise Advisors LLC now owns 364 shares of the company’s stock worth $44,000 after purchasing an additional 137 shares in the last quarter.

iShares U.S. Financials ETF Stock Performance

iShares U.S. Financials ETF stock opened at $124.55 on Wednesday. The stock has a market capitalization of $4.15 billion, a price-to-earnings ratio of 16.42 and a beta of 1.03. iShares U.S. Financials ETF has a 52-week low of $95.34 and a 52-week high of $128.07. The stock’s 50 day moving average price is $124.72 and its two-hundred day moving average price is $118.41.

iShares U.S. Financials ETF Company Profile

(Free Report)

iShares U.S. Financials ETF, formerly iShares Dow Jones U.S. Financial Sector Index Fund, seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Financials Index (the Index). The Index measures the performance of the financial sector of the United States equity market, and includes companies in industry groups, such as banks, non-life insurance, life insurance, real estate and general finance.