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iShares US Financials ETF
IYF

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,148% more call options, than puts

Call options by funds: $4.14M | Put options by funds: $332K

132% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more capital invested

Capital invested by funds: $856M → $1B (+$146M)

9% more funds holding

Funds holding: 294 → 320 (+26)

2.67% more ownership

Funds ownership: 47.28% → 49.95% (+2.7%)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$17M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$14M
3
CG
Colony Group
Massachusetts
+$7.22M
4
BCM
Brookstone Capital Management
Illinois
+$3.52M
5
NMG
New Millennium Group
Utah
+$3.28M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$7.69M
2
UBS Group
UBS Group
Switzerland
-$4.97M
3
Prudential Financial
Prudential Financial
New Jersey
-$4.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.04M
5
LPL Financial
LPL Financial
California
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
XF
26
XML Financial
Maryland
$6.96M -$301K -4,012 -4%
Stifel Financial
27
Stifel Financial
Missouri
$6.89M -$1.3M -17,327 -16%
OIA
28
OneDigital Investment Advisors
Kansas
$6.65M +$680K +9,073 +11%
E
29
ETFidea
New York
$6.18M +$90.9K +1,213 +2%
HA
30
HC Advisors
Georgia
$6.11M +$41.6K +555 +0.7%
TBC
31
Ted Buchan & Co
California
$5.37M +$5.33M +71,156 New
MFG
32
Marmo Financial Group
Tennessee
$5.3M +$5.26M +70,216 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.24M -$620K -8,267 -11%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$4.98M +$447K +5,967 +10%
FCFC
35
First Citizens Financial Corp
Iowa
$4.69M -$34.1K -455 -0.7%
AWM
36
AE Wealth Management
Kansas
$4.34M +$2.66M +35,516 +162%
IF
37
Ironwood Financial
Arizona
$4.13M -$114K -1,523 -3%
CL
38
CIM LLC
New York
$3.72M -$224K -2,987 -6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$3.66M -$1.14M -15,240 -24%
BCM
40
Brookstone Capital Management
Illinois
$3.66M +$3.52M +46,908 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.39M -$764K -10,190 -18%
NMG
42
New Millennium Group
Utah
$3.32M +$3.28M +43,827 +36,829%
PWW
43
Pettyjohn Wood & White
Virginia
$3.19M – – –
SPIA
44
Steward Partners Investment Advisory
New York
$3.18M -$108K -1,442 -3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$3.1M +$2.14M +28,513 +228%
VCM
46
Virtue Capital Management
Tennessee
$3.01M +$2.99M +39,941 New
SF
47
Synovus Financial
Georgia
$2.78M +$2.77K +37 +0.1%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.69M +$214K +2,855 +9%
CW
49
Connectus Wealth
Ohio
$2.67M +$2.65M +35,331 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.66M -$642K -8,568 -20%
1
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IYF Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2022, worth a combined $1B — up 17% from $856M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IYF positions and 25 closed out — a net gain of 33 holders — while 87 added to existing stakes and 99 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $17M. The largest seller was DZ Bank, exiting entirely with an estimated $7.69M sold.

  • 320 institutional investors held iShares US Financials ETF (IYF) as of Q4 2022, up from 294 in Q3 2022.
  • Funds reported $1B of iShares US Financials ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 58 funds opened new iShares US Financials ETF positions in Q4 2022 and 25 closed out, a net change of +33 holders.
  • The largest iShares US Financials ETF buyer in Q4 2022 was 1832 Asset Management, an estimated $17M added.
  • The largest iShares US Financials ETF seller in Q4 2022 was DZ Bank, an estimated $7.69M sold.

Based on aggregated 13F filings for Q4 2022.