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iShares US Financials ETF
340 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 80 increasing their positions, 112 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
186% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 22
98% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $1.07M
13% more capital invested
Capital invested by funds: $1.07B → $1.21B (+$139M)
13% more funds holding
Funds holding: 302 → 340 (+38)
1% less ownership
Funds ownership: 59.52% → 58.52% (-1%)
29% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 112
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
340
Holders Change
+38
Holders Change %
+12.58%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
80
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$89.8M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.4M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$6.93M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.56M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$6.4M |
Top Sellers
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$89M |
| 2 |
SG Americas Securities
New York
|
-$63.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.29M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$3.42M |
