IYF iShares U.S. Financials ETF
What is IYF?
IYF tracks a market-cap-weighted index of US financial companies, while utilizing a capping methodology to ensure diversification among its index constituents.
IYF Factset Analytics Insight
IYF offers a portfolio specific to the US financials segment, tracking a diversified, market-cap-weighted index for the financial space. The index pulls from a universe covering the top 95% of the market, thus offering broad US financials exposure. The capping methodology limits the sum of the weights of its securities, such that the aggregate weight of all issuers individually exceeding 4.5% are constrained to a maximum of 22.5%. Individual securities are also capped at 15%. The index is rebalanced on a quarterly basis. Prior to September 20, 2021, the fund tracked the Dow Jones U.S. Financials Capped Index.
IYF Summary Data
Peers
Fund Flows
IYF Portfolio Data
IYF Index Data
IYF Portfolio Management
IYF Tax Exposures
IYF Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYF. IYF is rated a 5 out of 5.
IYF Tradability
IYF Sector/Industry Breakdown
Benchmark
IYF Top 10 Holdings
IYF Performance Statistics
IYF Countries
Benchmark
IYF Regions
Benchmark
IYF Economic Development
Benchmark
IYF Benchmark Comparison Summary
Benchmark
IYF Benchmark Comparison Market Cap Size
Benchmark
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.