iShares US Financials ETF
228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.
1,041% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $1M
28% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 39
4% more funds holding
Funds holding: 220 → 228 (+8)
15% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 68
16.29% less ownership
Funds ownership: 102.31% → 86.02% (-16%)
27% less capital invested
Capital invested by funds: $956M → $696M (-$260M)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$27.1M |
| 2 |
Goldman Sachs
New York
|
+$18.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.71M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.59M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$145M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$52.5M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$13.2M |
| 4 |
SG Americas Securities
New York
|
-$8.71M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
-$8.14M |
IYF Hedge Fund Activity: Q4 2018 in Review
228 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2018, worth a combined $696M — down 27% from $956M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new IYF positions and 39 closed out — a net gain of 11 holders — while 58 added to existing stakes and 68 trimmed.
The largest buyer was UBS Group, adding an estimated $27.1M. The largest seller was Morgan Stanley, cutting an estimated $145M.
- 228 institutional investors held iShares US Financials ETF (IYF) as of Q4 2018, up from 220 in Q3 2018.
- Funds reported $696M of iShares US Financials ETF stock for Q4 2018, down 27% quarter-over-quarter.
- 50 funds opened new iShares US Financials ETF positions in Q4 2018 and 39 closed out, a net change of +11 holders.
- The largest iShares US Financials ETF buyer in Q4 2018 was UBS Group, an estimated $27.1M added.
- The largest iShares US Financials ETF seller in Q4 2018 was Morgan Stanley, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2018.