iShares U.S. Financial ETFiShares U.S. Financial ETFiShares U.S. Financial ETF

iShares U.S. Financial ETF

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Key stats


Assets under management (AUM)
‪3.09 B‬USD
Fund flows (1Y)
‪497.98 M‬USD
Dividend yield (indicated)
1.34%
Discount/Premium to NAV
1.006%

About iShares U.S. Financial ETF


Issuer
BlackRock, Inc.
Brand
iShares
Expense ratio
0.39%
Home page
Inception date
May 22, 2000
Index tracked
Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index
Management style
Passive
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.

Classification


Asset Class
Equity
Category
Sector
Focus
Financials
Niche
Broad-based
Strategy
Vanilla
Weighting scheme
Market cap
Selection criteria
Market cap
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
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