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iShares US Financials ETF
126 hedge funds and large institutions have $460M invested in iShares US Financials ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
820% more call options, than puts
Call options by funds: $5.09M | Put options by funds: $553K
244% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more funds holding
Funds holding: 108 → 126 (+18)
6% more capital invested
Capital invested by funds: $433M → $460M (+$27.1M)
2.79% less ownership
Funds ownership: 69.94% → 67.15% (-2.8%)
21% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 43
Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
31
Increased
34
Reduced
43
Closed
9
Calls
$5.09M
Puts
$553K
Net Calls
+$4.53M
Net Calls Change
-$848K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$39M |
| 2 |
AssetMark Inc
Concord,
California
|
+$14.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.97M |
| 4 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$4.32M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$3.89M |
Top Sellers
| 1 |
U
UBS
Zurich,
Switzerland
|
-$26.9M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$23.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.8M |
| 5 |
Citigroup
New York
|
-$7.73M |
