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iShares US Financials ETF
IYF

347 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $381K

191% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

36% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 83

25% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$257M)

13% more funds holding

Funds holding: 307 → 347 (+40)

4.26% more ownership

Funds ownership: 44.67% → 48.93% (+4.3%)

Holders
347
Holders Change
+40
Holders Change %
+13.03%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
67
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$159M
2
PWS
Paragon Wealth Strategies
Florida
+$11.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$10.4M
4
Morgan Stanley
Morgan Stanley
New York
+$9.04M
5
CAN
Cetera Advisor Networks
California
+$6.29M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
BCM
Brookstone Capital Management
Illinois
-$10.5M
3
B
Barings
North Carolina
-$9.93M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.1M
5
Barclays
Barclays
United Kingdom
-$5.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
226
Equitable Holdings
New York
$276K +$16.4K +188 +6%
OC
227
Oppenheimer & Co
New York
$275K – – –
MWM
228
Meridian Wealth Management
Kentucky
$273K -$20.5K -235 -7%
TNBTD
229
Trustmark National Bank Trust Department
Mississippi
$272K -$24.7K -284 -8%
CIC
230
Carnegie Investment Counsel
Ohio
$270K – – –
GC
231
Giverny Capital
Quebec, Canada
$270K – – –
JIP
232
Jaffetilchin Investment Partners
Florida
$269K – – –
IA
233
IFP Advisors
Florida
$261K +$37.1K +426 +17%
YIA
234
YHB Investment Advisors
Connecticut
$257K +$4.35K +50 +2%
AIC
235
Archer Investment Corporation
Indiana
$257K – – –
AWM
236
Altavista Wealth Management
North Carolina
$252K – – –
IAG
237
Investment Advisory Group
Massachusetts
$251K +$244K +2,804 New
V
238
Veritable
Delaware
$248K – – –
ATPW
239
Ashton Thomas Private Wealth
Arizona
$247K +$248K +2,851 New
WA
240
WP Advisors
California
$245K +$1.83K +21 +0.7%
AIP
241
Almanack Investment Partners
Pennsylvania
$244K +$174 +2 +0.1%
RFM
242
Royal Fund Management
Florida
$242K -$46.2K -530 -16%
SMC
243
Smith, Moore & Co
Missouri
$240K – – –
RTS
244
Round Table Services
New Jersey
$240K +$241K +2,770 New
RIA
245
Regal Investment Advisors
Michigan
$239K -$8.71K -100 -3%
CS
246
Credit Suisse
Switzerland
$238K – – –
SCA
247
Scott Capital Advisors
Oregon
$237K +$238K +2,734 New
CCA
248
Clearwater Capital Advisors
Illinois
$236K -$6.1K -70 -3%
ASN
249
Advisory Services Network
Georgia
$236K -$2.18K -25 -0.9%
AB
250
Atlas Brown
Kentucky
$234K – – –
8 9
10
11 12

IYF Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2021, worth a combined $1.27B — up 25% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IYF positions and 23 closed out — a net gain of 44 holders — while 113 added to existing stakes and 83 trimmed.

The largest buyer was Prudential Financial, adding an estimated $159M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.2M.

  • 347 institutional investors held iShares US Financials ETF (IYF) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $1.27B of iShares US Financials ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 67 funds opened new iShares US Financials ETF positions in Q4 2021 and 23 closed out, a net change of +44 holders.
  • The largest iShares US Financials ETF buyer in Q4 2021 was Prudential Financial, an estimated $159M added.
  • The largest iShares US Financials ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.