iShares US Financials ETF
340 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 80 increasing their positions, 112 reducing their positions, and 22 closing their positions.
186% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 22
98% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $1.07M
13% more capital invested
Capital invested by funds: $1.07B → $1.21B (+$139M)
13% more funds holding
Funds holding: 302 → 340 (+38)
1% less ownership
Funds ownership: 59.52% → 58.52% (-1%)
29% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 112
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$89.8M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.4M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$6.93M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.56M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$6.4M |
Top Sellers
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$89M |
| 2 |
SG Americas Securities
New York
|
-$63.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.29M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$3.42M |
IYF Hedge Fund Activity: Q4 2023 in Review
340 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2023, worth a combined $1.21B — up 13% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IYF positions and 22 closed out — a net gain of 41 holders — while 80 added to existing stakes and 112 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $89.8M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $89M sold.
- 340 institutional investors held iShares US Financials ETF (IYF) as of Q4 2023, up from 302 in Q3 2023.
- Funds reported $1.21B of iShares US Financials ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 63 funds opened new iShares US Financials ETF positions in Q4 2023 and 22 closed out, a net change of +41 holders.
- The largest iShares US Financials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $89.8M added.
- The largest iShares US Financials ETF seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $89M sold.
Based on aggregated 13F filings for Q4 2023.