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iShares US Financials ETF
435 hedge funds and large institutions have $4.1B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 105 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
347% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 17
117% more capital invested
Capital invested by funds: $1.89B → $4.1B (+$2.21B)
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
45% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 105
12% more funds holding
Funds holding: 387 → 435 (+48)
0.1% less ownership
Funds ownership: 62.13% → 62.02% (-0.1%)
20% less call options, than puts
Call options by funds: $3.13M | Put options by funds: $3.9M
Holders
435
Holders Change
+48
Holders Change %
+12.4%
% of All Funds
5.73%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
76
Increased
152
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M
Top Buyers
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$95.4M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$40.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$24.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20M |
| 5 |
LPL Financial
San Diego,
California
|
+$19.1M |
Top Sellers
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$74.3M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$54.7M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$9.34M |
| 4 |
GS
GTS Securities
New York
|
-$4.78M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.52M |
