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iShares US Financials ETF
127 hedge funds and large institutions have $650M invested in iShares US Financials ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
47% more call options, than puts
Call options by funds: $5.44M | Put options by funds: $3.69M
41% more capital invested
Capital invested by funds: $460M → $650M (+$190M)
34% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 32
13.61% more ownership
Funds ownership: 67.15% → 80.76% (+14%)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% more funds holding
Funds holding: 126 → 127 (+1)
Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
20
Increased
43
Reduced
32
Closed
19
Calls
$5.44M
Puts
$3.69M
Net Calls
+$1.75M
Net Calls Change
-$2.79M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$83.4M |
| 2 |
AssetMark Inc
Concord,
California
|
+$53.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
| 4 |
Goldman Sachs
New York
|
+$17.1M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$11.4M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$14.8M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$13.5M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$13.4M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.98M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$3.58M |
