HoldingsChannel.com
Funds Holding IYZ

On this page, we present all of the funds holding IYZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYZ, with a link to that fund's top holdings. The next columns indicate the amount of IYZ stock held by each of the funds holding IYZ, followed by the IYZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 123 funds holding IYZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IYZ), click the fund name in the "Holder" column of the funds-holding-IYZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,289,292$52,104 12/31/2023
     IYZ2,289,292$52,104 12/31/2023
Bank of America Corp DE878,522$19,995 12/31/2023
     IYZ878,522$19,995 12/31/2023
Dakota Wealth Management489,571$11,143 12/31/2023
     IYZ489,571$11,143 12/31/2023
Raymond James Financial Services Advisors Inc.342,276$7,790 12/31/2023
     IYZ342,276$7,790 12/31/2023
Orion Portfolio Solutions LLC336,322$7,712 12/31/2023
     IYZ336,322$7,712 12/31/2023
Verity & Verity LLC323,194$7,356 12/31/2023
     IYZ323,194$7,356 12/31/2023
Wells Fargo & Company MN270,699$6,161 12/31/2023
     IYZ270,699$6,161 12/31/2023
BNP Paribas Arbitrage SA216,935$4,937 12/31/2023
     IYZ216,935$4,937 12/31/2023
Barclays PLC200,000$4,552 12/31/2023
     IYZ200,000$4,552 12/31/2023
Citigroup Inc.192,364$4,378 12/31/2023
     IYZ192,364$4,378 12/31/2023
Royal Bank of Canada177,801$4,045 12/31/2023
     IYZ177,801$4,045 12/31/2023
UBS Group AG130,644$2,973 12/31/2023
     IYZ130,644$2,973 12/31/2023
Advisory Services Network LLC127,394$2,899 12/31/2023
     IYZ127,394$2,899 12/31/2023
Raymond James & Associates126,932$2,889 12/31/2023
     IYZ126,932$2,889 12/31/2023
Westwood Holdings Group Inc.125,628$2,859 12/31/2023
     IYZ125,628$2,859 12/31/2023
Connectus Wealth LLC117,802$2,684 12/31/2023
     IYZ117,802$2,684 12/31/2023
Twin Focus Capital Partners LLC114,560$2,607 12/31/2023
     IYZ114,560$2,607 12/31/2023
Bank of Montreal Can107,928$2,547 12/31/2023
     IYZ107,928$2,547 12/31/2023
Green Harvest Asset Management LLC110,375$2,512 12/31/2023
     IYZ110,375$2,512 12/31/2023
Alpha Cubed Investments LLC94,505$2,151 12/31/2023
     IYZ94,505$2,151 12/31/2023
JPMorgan Chase & Co.93,898$2,137 12/31/2023
     IYZ93,898$2,137 12/31/2023
Great Lakes Advisors LLC93,650$2,131 12/31/2023
     IYZ93,650$2,131 12/31/2023
Captrust Financial Advisors85,091$1,937 12/31/2023
     IYZ85,091$1,937 12/31/2023
National Bank of Canada FI72,286$1,650 12/31/2023
     IYZ72,286$1,650 12/31/2023
Destination Wealth Management66,888$1,522 12/31/2023
     IYZ66,888$1,522 12/31/2023
Goldman Sachs Group Inc.55,213$1,257 12/31/2023
     IYZ55,213$1,257 12/31/2023
LPL Financial LLC54,100$1,231 12/31/2023
     IYZ54,100$1,231 12/31/2023
Susquehanna International Group LLP $1,024 12/31/2023
     Call45,000$1,024 12/31/2023
Retirement Planning Group46,422$1,020 03/31/2024
     IYZ46,422$1,020 03/31/2024
CI Private Wealth LLC44,694$1,017 12/31/2023
     IYZ44,694$1,017 12/31/2023
NBT Bank N A NY42,232$961 12/31/2023
     IYZ42,232$961 12/31/2023
Credit Suisse AG41,200$938 12/31/2023
     IYZ41,200$938 12/31/2023
Fisher Asset Management LLC37,498$853 12/31/2023
     IYZ37,498$853 12/31/2023
First Citizens Financial Corp34,097$776 12/31/2023
     IYZ34,097$776 12/31/2023
Concurrent Investment Advisors LLC33,232$756 12/31/2023
     IYZ33,232$756 12/31/2023
Truist Financial Corp31,126$708 12/31/2023
     IYZ31,126$708 12/31/2023
Commonwealth Equity Services LLC30,901$703 12/31/2023
     IYZ30,901$703 12/31/2023
Rockefeller Capital Management L.P.28,692$653 12/31/2023
     IYZ28,692$653 12/31/2023
Advisor Group Holdings Inc.28,552$650 12/31/2023
     IYZ28,552$650 12/31/2023
Econ Financial Services Corp26,325$599 12/31/2023
     IYZ26,325$599 12/31/2023
Baird Financial Group Inc.23,852$543 12/31/2023
     IYZ23,852$543 12/31/2023
DAVENPORT & Co LLC23,599$537 12/31/2023
     IYZ23,599$537 12/31/2023
Snowden Capital Advisors LLC23,476$534 12/31/2023
     IYZ23,476$534 12/31/2023
Pathstone Holdings LLC23,432$533 12/31/2023
     IYZ23,432$533 12/31/2023
The PNC Financial Services Group Inc.20,499$467 12/31/2023
     IYZ20,499$467 12/31/2023
Family Firm Inc.19,467$443 12/31/2023
     IYZ19,467$443 12/31/2023
Ameriprise Financial Inc.19,295$439 12/31/2023
     IYZ19,295$439 12/31/2023
GSA Capital Partners LLP19,223$438 12/31/2023
     IYZ19,223$438 12/31/2023
Principal Street Partners LLC19,172$436 12/31/2023
     IYZ19,172$436 12/31/2023
First Merchants Corp18,728$426 12/31/2023
     IYZ18,728$426 12/31/2023
Qube Research & Technologies Ltd17,893$407 12/31/2023
     IYZ17,893$407 12/31/2023
Tower Research Capital LLC TRC 17,530$399 12/31/2023
     IYZ17,530$399 12/31/2023
Envestnet Asset Management Inc.15,342$349 12/31/2023
     IYZ15,342$349 12/31/2023
Kellett Schaffner Wealth Advisors LLC15,184$346 12/31/2023
     IYZ15,184$346 12/31/2023
Cetera Investment Advisers15,133$344 12/31/2023
     IYZ15,133$344 12/31/2023
Citadel Advisors LLC $335 12/31/2023
     Call14,800$337 12/31/2023
     Put100$2 12/31/2023
U.S. Capital Wealth Advisors LLC14,307$326 12/31/2023
     IYZ14,307$326 12/31/2023
Williams & Novak LLC13,740$313 03/31/2024
     IYZ13,740$313 03/31/2024
Dynamic Advisor Solutions LLC13,855$305 03/31/2024
     IYZ13,855$305 03/31/2024
Axxcess Wealth Management LLC13,323$303 12/31/2023
     IYZ13,323$303 12/31/2023
National Asset Management Inc.13,035$297 12/31/2023
     IYZ13,035$297 12/31/2023
Blair William & Co. IL12,867$293 12/31/2023
     IYZ12,867$293 12/31/2023
Capital Investment Advisors LLC12,603$277 03/31/2024
     IYZ12,603$277 03/31/2024
Tocqueville Asset Management L.P.12,042$274 12/31/2023
     IYZ12,042$274 12/31/2023
Schonfeld Strategic Advisors LLC11,960$272 12/31/2023
     IYZ11,960$272 12/31/2023
D. E. Shaw & Co. Inc.11,924$271 12/31/2023
     IYZ11,924$271 12/31/2023
Financial Counselors Inc.11,748$267 12/31/2023
     IYZ11,748$267 12/31/2023
Commerce Bank11,461$261 12/31/2023
     IYZ11,461$261 12/31/2023
Private Advisor Group LLC11,092$252 12/31/2023
     IYZ11,092$252 12/31/2023
CX Institutional9,992$220 03/31/2024
     IYZ9,992$220 03/31/2024
Cambridge Investment Research Advisors Inc.9,311$212 12/31/2023
     IYZ9,311$212 12/31/2023
Chevy Chase Trust Holdings Inc.9,184$209 12/31/2023
     IYZ9,184$209 12/31/2023
Hexagon Capital Partners LLC8,600$189 03/31/2024
     IYZ8,600$189 03/31/2024
Advanced Asset Management Advisors Inc8,073$184 12/31/2023
     IYZ8,073$184 12/31/2023
Northwestern Mutual Wealth Management Co.5,743$131 12/31/2023
     IYZ5,743$131 12/31/2023
CWM LLC3,384$74 03/31/2024
     IYZ3,384$74 03/31/2024
SRS Capital Advisors Inc.2,688$61 12/31/2023
     IYZ2,688$61 12/31/2023
Comerica Bank2,483$57 12/31/2023
     IYZ2,483$57 12/31/2023
Spire Wealth Management1,843$42 12/31/2023
     IYZ1,843$42 12/31/2023
FSA Wealth Management LLC1,447$33 12/31/2023
     IYZ1,447$33 12/31/2023
FMR LLC1,344$31 12/31/2023
     IYZ1,344$31 12/31/2023
Steward Partners Investment Advisory LLC1,334$30 12/31/2023
     IYZ1,334$30 12/31/2023
Carmichael Hill & Associates Inc.1,095$25 12/31/2023
     IYZ1,095$25 12/31/2023
Valley National Advisers Inc.904$20 12/31/2023
     IYZ904$20 12/31/2023
Creative Financial Designs Inc. ADV800$18 12/31/2023
     IYZ800$18 12/31/2023
New Republic Capital LLC800$18 12/31/2023
     IYZ800$18 12/31/2023
PFS Partners LLC760$17 03/31/2024
     IYZ760$17 03/31/2024
Farmers & Merchants Trust Co of Chambersburg PA750$17 12/31/2023
     IYZ750$17 12/31/2023
Baystate Wealth Management LLC717$16 12/31/2023
     IYZ717$16 12/31/2023
ICA Group Wealth Management LLC706$16 12/31/2023
     IYZ706$16 12/31/2023
MTM Investment Management LLC570$13 12/31/2023
     IYZ570$13 12/31/2023
First United Bank Trust535$12 12/31/2023
     IYZ535$12 12/31/2023
Planned Solutions Inc.539$12 12/31/2023
     IYZ539$12 12/31/2023
Assetmark Inc.400$9 12/31/2023
     IYZ400$9 12/31/2023
Moisand Fitzgerald Tamayo LLC300$7 03/31/2024
     IYZ300$7 03/31/2024
Benjamin F. Edwards & Company Inc.314$7 12/31/2023
     IYZ314$7 12/31/2023
Oakworth Capital Inc.300$7 12/31/2023
     IYZ300$7 12/31/2023
Global Retirement Partners LLC299$7 12/31/2023
     IYZ299$7 12/31/2023
Tyler Stone Wealth Management244$6 12/31/2023
     IYZ244$6 12/31/2023
Register Financial Advisors LLC241$5 03/31/2024
     IYZ241$5 03/31/2024
Huntington National Bank213$5 12/31/2023
     IYZ213$5 12/31/2023
Independence Bank of Kentucky150$3 03/31/2024
     IYZ150$3 03/31/2024
Boyd Watterson Asset Management LLC OH152$3 12/31/2023
     IYZ152$3 12/31/2023
WestEnd Advisors LLC126$3 12/31/2023
     IYZ126$3 12/31/2023
GWM Advisors LLC151$3 12/31/2023
     IYZ151$3 12/31/2023
IFP Advisors Inc129$3 12/31/2023
     IYZ129$3 12/31/2023
Laurel Wealth Advisors LLC150$3 12/31/2023
     IYZ150$3 12/31/2023
AlphaMark Advisors LLC100$2 03/31/2024
     IYZ100$2 03/31/2024
Sunbelt Securities Inc.100$2 03/31/2024
     IYZ100$2 03/31/2024
Nomura Asset Management Co. Ltd.100$2 12/31/2023
     IYZ100$2 12/31/2023
Westside Investment Management Inc.75$2 12/31/2023
     IYZ75$2 12/31/2023
Capital Investment Advisory Services LLC80$2 12/31/2023
     IYZ80$2 12/31/2023
Retirement Group LLC90$2 12/31/2023
     IYZ90$2 12/31/2023
Fortis Group Advisors LLC90$2 12/31/2023
     IYZ90$2 12/31/2023
Farther Finance Advisors LLC87$2 12/31/2023
     IYZ87$2 12/31/2023
Northwest Financial Advisors100$2 12/31/2023
     IYZ100$2 12/31/2023
Brown Brothers Harriman & Co.43$1 12/31/2023
     IYZ43$1 12/31/2023
Whittier Trust Co.37$1 12/31/2023
     IYZ37$1 12/31/2023
FinTrust Capital Advisors LLC26$1 12/31/2023
     IYZ26$1 12/31/2023
Nalls Sherbakoff Group LLC60$1 12/31/2023
     IYZ60$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     IYZ0$0 12/31/2023
O Shaughnessy Asset Management LLC10$0 12/31/2023
     IYZ10$0 12/31/2023
Ritter Daniher Financial Advisory LLC DE17$0 12/31/2023
     IYZ17$0 12/31/2023
Picton Mahoney Asset Management11,800$-243,017 12/31/2023
     Put9,705,400$838,090 12/31/2023
     Call6,650,000$594,804 12/31/2023
     IYZ11,800$269 12/31/2023

See Summary: Institutional Holders of IYZ
See Details: Top 10 Hedge Funds Holding IYZ
Also See: IYZ Holdings Changes

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