iShares US Financials ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$17M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$14M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$7.22M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.52M |
| 5 |
NMG
New Millennium Group
Sandy,
Utah
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$7.69M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.97M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$4.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.04M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.44M |
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.