iShares US Financials ETF
315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.
1.17% more ownership
Funds ownership: 45.64% → 46.81% (+1.2%)
8% less funds holding
Funds holding: 341 → 315 (-26)
21% less capital invested
Capital invested by funds: $1.11B → $877M (-$233M)
30% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 116
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
50% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$8.22M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$7.81M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$6.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.75M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kellett Wealth Advisors
Cincinnati,
Ohio
|
-$11.4M |
| 2 |
Morgan Stanley
New York
|
-$9.55M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.27M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.92M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
-$5.09M |
IYF Hedge Fund Activity: Q2 2022 in Review
315 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2022, worth a combined $877M — down 21% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of IYF and 25 opened new positions — a net loss of 25 holders — while 116 trimmed existing stakes and 81 added.
The largest buyer was Prudential Financial, adding an estimated $8.22M. The largest seller was Kellett Wealth Advisors, exiting entirely with an estimated $11.4M sold.
- 315 institutional investors held iShares US Financials ETF (IYF) as of Q2 2022, down from 341 in Q1 2022.
- Funds reported $877M of iShares US Financials ETF stock for Q2 2022, down 21% quarter-over-quarter.
- 25 funds opened new iShares US Financials ETF positions in Q2 2022 and 50 closed out, a net change of -25 holders.
- The largest iShares US Financials ETF buyer in Q2 2022 was Prudential Financial, an estimated $8.22M added.
- The largest iShares US Financials ETF seller in Q2 2022 was Kellett Wealth Advisors, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2022.