IYY · Insider trading · 13F holders · Congress trades
ETF (IYY)
Who is buying and selling IYY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
IYY at a glance
- No open-market insider purchases or sales of IYY were filed in the last 90 days.
- 27 13F filers hold IYY among their 50 largest positions, worth $71.2M combined. The biggest bets by portfolio weight are Steinberganna Wealth Management (2.9%), ASL Financial, LLC (2.6%) and KERR FINANCIAL PLANNING Corp (2.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- Members of Congress have disclosed 1 IYY trade since 2023, 0 purchases and 1 sale in the past year; the latest was Maria Elvira Salazar (R-FL), selling $1K–15K on Apr 13, 2023.
- IYY last closed at $184.75 on Oct 30, 2026.
IYY insider trading
No open-market insider purchases or sales of IYY were filed in the last 90 days.
Who owns IYY? Hedge funds and superinvestors
27 13F filers hold IYY among their 50 largest positions, worth $71.2M combined. The biggest bets by portfolio weight are Steinberganna Wealth Management (2.9%), ASL Financial, LLC (2.6%) and KERR FINANCIAL PLANNING Corp (2.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Rothschild Wealth LLCWealth manager | 1.0% | $13.1M | 71,806 | -5.2% shares | Q2 2026 |
| COFG Advisors, LLCWealth manager | 1.4% | $8.2M | 44,895 | — | Q2 2026 |
| Steinberganna Wealth ManagementWealth manager | 2.9% | $6.6M | 35,774 | -1.4% shares | Q3 2026 |
| Arkansas Financial Group, Inc.Wealth manager | 0.8% | $6.1M | 32,660 | +9.9% shares | Q3 2026 |
| DSG Capital Advisors, LLCWealth manager | 0.6% | $4.5M | 24,800 | +0.0% shares | Q2 2026 |
| ASL Financial, LLCWealth manager | 2.6% | $3.8M | 20,480 | +1.2% shares | Q3 2026 |
| Ellis Investment Partners, LLCWealth manager | 0.5% | $3.4M | 18,212 | +3.5% shares | Q3 2026 |
| Finley Financial, LLCWealth manager | 1.1% | $2.6M | 13,906 | -0.8% shares | Q3 2026 |
| Sage Investment Advisers LLCWealth manager | 1.5% | $2.2M | 12,127 | +0.2% shares | Q3 2026 |
| Greykasell Wealth Strategies, Inc.Wealth manager | 0.8% | $2.2M | 12,166 | -0.4% shares | Q2 2026 |
| Mine & Arao Wealth Creation & Management, LLC.Wealth manager | 0.6% | $1.8M | 9,745 | -7.8% shares | Q3 2026 |
| KERR FINANCIAL PLANNING CorpWealth manager | 2.0% | $1.8M | 9,769 | -0.3% shares | Q2 2026 |
| Kaydan Wealth Management, Inc.Wealth manager | 0.6% | $1.7M | 9,273 | +0.0% shares | Q3 2026 |
| Kelman-Lazarov, Inc.Wealth manager | 0.2% | $1.6M | 8,838 | -0.1% shares | Q2 2026 |
| Novak & Powell Financial Services, Inc.Wealth manager | 0.6% | $1.3M | 7,332 | +0.0% shares | Q2 2026 |
| Mathes Company, Inc.Wealth manager | 0.4% | $1.3M | 6,900 | +0.0% shares | Q2 2026 |
| Cortland Associates Inc/moInvestment manager | 0.2% | $1.2M | 6,502 | +0.0% shares | Q3 2026 |
| GenWealth Group, Inc.Wealth manager | 0.2% | $1.2M | 6,310 | +0.0% shares | Q3 2026 |
| Rik Saylor Financial, Inc.Wealth manager | 0.7% | $1.1M | 5,843 | +0.0% shares | Q2 2026 |
| Bawa N Mallick TrustInvestment manager | 0.3% | $1.0M | 5,750 | +0.0% shares | Q2 2026 |
| V2 Financial group LLCWealth manager | 0.4% | $1.0M | 5,500 | +0.0% shares | Q2 2026 |
| Chung Wu Investment Group, LLCWealth manager | 0.6% | $952K | 5,220 | -27.7% shares | Q2 2026 |
| Daytona Street Capital LLCWealth manager | 0.6% | $798K | 4,240 | +0.0% shares | Q3 2026 |
| Guardian Capital, LLCWealth manager | 0.4% | $539K | 2,959 | -25.9% shares | Q2 2026 |
| Laurel Wealth Planning LLCWealth manager | 0.2% | $520K | 2,854 | +0.0% shares | Q2 2026 |
| Guided Capital Wealth Management, LLCWealth manager | 0.2% | $322K | 1,738 | +0.0% shares | Q3 2026 |
| Targeted Financial Services LLCWealth manager | 0.2% | $295K | 1,591 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 14). Screen IYY in the grand portfolio →
IYY stock trades by members of Congress
Members of Congress have disclosed 1 IYY trade since 2023, 0 purchases and 1 sale in the past year; the latest was Maria Elvira Salazar (R-FL), selling $1K–15K on Apr 13, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 31, 2023 | Maria Elvira SalazarR-FL · House | Sale | $1K–15K | Apr 13, 2023 | +83.3% |
IYY questions and answers
Are insiders buying IYY stock?
No open-market insider purchases or sales of IYY were filed in the last 90 days.
Which hedge funds own IYY?
27 13F filers hold IYY among their 50 largest positions, worth $71.2M combined. The biggest bets by portfolio weight are Steinberganna Wealth Management (2.9%), ASL Financial, LLC (2.6%) and KERR FINANCIAL PLANNING Corp (2.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded IYY?
Members of Congress have disclosed 1 IYY trade since 2023, 0 purchases and 1 sale in the past year; the latest was Maria Elvira Salazar (R-FL), selling $1K–15K on Apr 13, 2023.
Who is the largest holder of IYY?
Among 13F filers, Rothschild Wealth LLC reports the largest IYY position, $13.1M (71,806 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Steinberganna Wealth Management's: 2.9% of its portfolio.
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