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iShares US Financials ETF
IYF

347 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $381K

191% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

36% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 83

25% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$257M)

13% more funds holding

Funds holding: 307 → 347 (+40)

4.26% more ownership

Funds ownership: 44.67% → 48.93% (+4.3%)

Holders
347
Holders Change
+40
Holders Change %
+13.03%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
67
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$159M
2
PWS
Paragon Wealth Strategies
Florida
+$11.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$10.4M
4
Morgan Stanley
Morgan Stanley
New York
+$9.04M
5
CAN
Cetera Advisor Networks
California
+$6.29M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
BCM
Brookstone Capital Management
Illinois
-$10.5M
3
B
Barings
North Carolina
-$9.93M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.1M
5
Barclays
Barclays
United Kingdom
-$5.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$1.53M -$87.9K -1,009 -5%
MIA
77
MMBG Investment Advisors
Florida
$1.53M +$1.53M +17,600 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M -$43.4K -498 -3%
VCM
79
Virtue Capital Management
Tennessee
$1.47M +$358K +4,111 +32%
CC
80
Callan Capital
California
$1.45M – – –
KIA
81
KCM Investment Advisors
California
$1.4M +$7.05K +81 +0.5%
BRWA
82
B. Riley Wealth Advisors
Florida
$1.38M +$69.5K +798 +5%
AMC
83
Asset Management Corp
Illinois
$1.35M +$1.36M +15,630 New
HF
84
HRT Financial
New York
$1.35M -$1.25M -14,365 -48%
Millennium Management
85
Millennium Management
New York
$1.32M -$1.29M -14,861 -49%
AW
86
ACG Wealth
Georgia
$1.28M -$104K -1,192 -7%
SWM
87
Spire Wealth Management
Virginia
$1.26M +$1.1M +12,687 +690%
BCM
88
Brookstone Capital Management
Illinois
$1.25M -$10.5M -121,114 -90%
Barclays
89
Barclays
United Kingdom
$1.24M -$5.54M -63,667 -82%
Creative Planning
90
Creative Planning
Kansas
$1.23M +$82.5K +947 +7%
FTS
91
Fifth Third Securities
Ohio
$1.19M -$295K -3,392 -20%
KAS
92
Kestra Advisory Services
Texas
$1.19M -$5.75K -66 -0.5%
ACM
93
AlphaStar Capital Management
North Carolina
$1.17M -$2.08M -23,896 -65%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$1.13M +$1.14M +13,079 New
EDRH
95
Edmond de Rothschild Holding
Switzerland
$1.12M +$280K +3,220 +33%
MIAN
96
Mariner Independent Advisor Network
Kansas
$1.1M +$137K +1,568 +14%
CWM
97
Chesapeake Wealth Management
Virginia
$1.07M -$46.6K -535 -4%
CB
98
Commerce Bank
Missouri
$1.04M – – –
Citigroup
99
Citigroup
New York
$1.02M +$84.3K +968 +9%
MA
100
Mutual Advisors
Nebraska
$1.01M +$8.71K +100 +0.9%
2 3
4
5 6

IYF Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2021, worth a combined $1.27B — up 25% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IYF positions and 23 closed out — a net gain of 44 holders — while 113 added to existing stakes and 83 trimmed.

The largest buyer was Prudential Financial, adding an estimated $159M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.2M.

  • 347 institutional investors held iShares US Financials ETF (IYF) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $1.27B of iShares US Financials ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 67 funds opened new iShares US Financials ETF positions in Q4 2021 and 23 closed out, a net change of +44 holders.
  • The largest iShares US Financials ETF buyer in Q4 2021 was Prudential Financial, an estimated $159M added.
  • The largest iShares US Financials ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.