Berkshire Hathaway Inc. - Ordinary Shares - Class B

JPMorgan Chase & Co

Bank of America

Wells Fargo

Goldman Sachs

S&P Global

Morgan Stanley

BlackRock

Progressive

Citigroup

iShares U.S. Financials ETF

IYF tracks a market-cap-weighted index of US financial companies, while utilizing a capping methodology to ensure diversification among its index constituents.

The financials sector led the market with a 49% return in the past year, but I recommend a hold rating on IYF due to potential consolidation. IYF's attractive P/E ratio and robust performance in 2024 earned it an A+ ETF Grade, yet neutral seasonality suggests a breather is needed. The ETF's portfolio is moderately concentrated with top holdings in Berkshire Hathaway and JPMorgan, posing some concentration risk despite high quality.

IYF: Financials Turn Too Frothy Post-Election, A Pause Warranted

Looking for broad exposure to the Financials - Broad segment of the equity market? You should consider the iShares U.S. Financials ETF (IYF), a passively managed exchange traded fund launched on 05/22/2000.

Should You Invest in the iShares U.S. Financials ETF (IYF)?

iShares US Financial Services ETF

Invesco KBW Bank ETF

Vanguard Financials ETF

Financial Select Sector SPDR Fund

Big banks will start releasing their quarterly numbers this week.

How Will Bank ETFs Perform in Light of Q2 Earnings?

iShares U.S. Financials ETF benefits from higher rates, but credit problems could have an impact on banking stocks if they came to pass. M&A activity is improving for full-service banks, while higher rates lead to better performance on reserve portfolios for insurance companies. The iShares U.S. Insurance ETF may be a better pick to avoid direct consequences of credit issues in the financial sector, and the mixed effects in general financial services.

IYF: Deposit Beta Kicks In, But Things Still Good For Insurance

With its diverse array of bank stocks, the financial sector has long been a cornerstone of investment portfolios. While the S&P 500 is the most popular benchmark for overall market performance, a few bank stocks can deliver superior returns through 2030.

3 Bank Stocks to Outperform the S&P 500 Through 2030

First Trust Nasdaq Bank ETF

SPDR S&P Bank ETF

After a decade of decline following the 2008 financial crisis, U.S. banks are once again expanding their physical footprint, with 94 net new branches added in 2023, marking the first annual increase since 2012, as quoted in a Yahoo Finance article.

Is the Banking Sector Booming? 5 ETF Picks

It's time for full-fledged releases of quarterly earnings. Big banks will start reporting from next week.

Should You Buy Bank ETFs Before Earnings Releases?

US Financials Ishares ETF IYF is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 32.15% from its 52-week low price of $66.91/share.

Financials ETF (IYF) Hits New 52-Week High

Invesco BulletShares 2028 Corporate Bond ETF

Grayscale Bitcoin Trust

SPDR Gold Trust

SPDR Gold MiniShares Trust

iShares Gold Trust

iShares iBoxx $ Investment Grade Corporate Bond ETF

Vanguard Intermediate-Term Corporate Bond ETF

January 2024 is likely to be remembered for the strong launch of 10 new spot bitcoin ETFs and the uplisting of the Grayscale Bitcoin ETF (GBTC). While we continue to support advisor education about cryptocurrency investing, there are other ETF trends emerging in the first few weeks of the year.

What's Hot & Not Besides Bitcoin ETFs

Financials have been performing similarly to Technology for several months, indicating a potential rotation opportunity. Financial stocks can benefit from a steepening yield curve, increased demand for loans, and attractive dividend yields. iShares U.S. Financials ETF offers a low-risk and diversified exposure to the Financials sector, but may not be suitable for all investors.

IYF: A Rotation Out Of Tech Alongside Steepening Yield Curve Helps

iShares U.S. Broker-Dealers & Securities Exchanges ETF

Chances of a broad-based earnings beat are low-to-moderate as several stocks are experiencing a negative ESP.

How Will Bank ETFs Perform in Light of Q4 Earnings?

Big banks will start releasing their quarterly numbers this week. Chances of a broad-based earnings beat are low-to-moderate as several stocks are experiencing a negative ESP.

How Will Bank ETFs Perform in Q3 Earnings Season?

Resilient consumers but a cautious corporate behavior pulled the strings on banking earnings in the second quarter.

Bank ETFs in Focus on Consumer vs Corporate Tug-of-War in Q2

Fidelity MSCI Financials Index ETF

Invesco S&P 500 Equal Weight Financials ETF

A recent column by Bloomberg's Matt Levine got me thinking about investing in bank mergers. Levine notes that the fact that there are so many banks in the United States makes bank mergers inevitable.

3 Financial Sector ETFs to Profit From the Bank Merger Wave

UBS ETRACS Wells Fargo Business Development Cmpn Indx ETN 2015-26.4.41 Lkd to Wells Fargo Business Dvlpmnt Indx Ser B

VanEck Vectors BDC Income ETF

Davis Select Financial ETF

Direxion Daily Regional Banks Bull 3X Shares

iShares MSCI Europe Financials ETF

First Trust Financials AlphaDEX Fund

iShares U.S. Insurance ETF

iShares U.S. Regional Banks ETF

iShares Global Financials ETF

Invesco KBW High Dividend Yield Financial ETF

Invesco KBW Property & Casualty Insurance ETF

Invesco KBW Regional Banking ETF

SPDR S&P Capital Markets ETF

SPDR S&P Insurance ETF

SPDR S&P Regional Banking ETF

Invesco DWA Financial Momentum ETF

Invesco S&P SmallCap Financials ETF

First Trust NASDAQ ABA Community Bank Index Fund

Lipper Financial Services ETFs recorded their largest weekly outflow of the year over the past fund flows week (-$1.4 billion). On top of the bank failures, market participants are worried about the largest U.S. banks gaining an increasing market share by allowing them to take over the smaller regional institutions.

Regional Banking Concerns Produce Financial Services ETF Outflows

IYF invests in U.S. financial companies. The portfolio is broadly diversified, although some household names dominate the top spaces of the portfolio.

IYF: U.S. Financials Stocks Offer Pro-Cyclical Upside

Big banks will start releasing their quarterly numbers this week. The outlook is moderate this time.

How Are Bank ETFs Shaped Before Q1 Earnings?

Xtrackers MSCI Japan Hedged Equity ETF

WisdomTree Japan Hedged Equity Fund

iShares MSCI Japan ETF

iShares Currency Hedged MSCI Japan ETF

Market signals come in all shapes and sizes, but at VettaFi, advisor engagement is a leading indicator — and right now, that data is putting the spotlight on currency-hedged Japan ETFs.

What's Behind Big Spike for Currency-Hedged Japan ETFs?

SPDR Dow Jones Industrial Average ETF

Invesco QQQ

SPDR S&P 500 ETF Trust

In the last trading session, leveraged S&P 500 and financials ETF traded with an outsized volume.

2 ETFs to Watch for Outsized Volume on Leveraged S&P 500 & Financials

While substantial holdings in BRK gives IYF some insurance profile, after that there's only banks down the holding list. Companies in IYF are not going to be able to hide from the hits to the market that will come with higher rates and higher required returns.

IYF Needs More Insurance To Be A Buy

Insurers clearly benefit because of the low duration of their portfolios from the rate hiking. Insurers also benefit from better business conditions, which sell more policies. Full-service banks are a little less clear. In most cases, interest spread is rising, but some are making bear calls on the capital safety of US banks.

IYF: How Financials Are Dealing With Rate Hikes

Big banks will start releasing their quarterly numbers from this week. The outlook is bearish this time thanks to the flattening of the yield curve.

News for iShares U.S. Financials ETF ETF (IYF)