iShares US Financials ETF
301 hedge funds and large institutions have $901M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.
143% more call options, than puts
Call options by funds: $1.85M | Put options by funds: $761K
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
3% more funds holding
Funds holding: 291 → 301 (+10)
1.12% more ownership
Funds ownership: 49.34% → 50.45% (+1.1%)
2% more capital invested
Capital invested by funds: $883M → $901M (+$17.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
37% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WT
Washington Trust
Westerly,
Rhode Island
|
+$15.3M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$9.56M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
+$5.9M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.53M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12M |
| 2 |
SCA
Stillwater Capital Advisors
Devon,
Pennsylvania
|
-$10.3M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$6.47M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.52M |
IYF Hedge Fund Activity: Q2 2023 in Review
301 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2023, worth a combined $901M — up 2% from $883M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IYF positions and 21 closed out — a net gain of 12 holders — while 70 added to existing stakes and 111 trimmed.
The largest buyer was Washington Trust, adding an estimated $15.3M. The largest seller was Bank of America, cutting an estimated $12M.
- 301 institutional investors held iShares US Financials ETF (IYF) as of Q2 2023, up from 291 in Q1 2023.
- Funds reported $901M of iShares US Financials ETF stock for Q2 2023, up 2% quarter-over-quarter.
- 33 funds opened new iShares US Financials ETF positions in Q2 2023 and 21 closed out, a net change of +12 holders.
- The largest iShares US Financials ETF buyer in Q2 2023 was Washington Trust, an estimated $15.3M added.
- The largest iShares US Financials ETF seller in Q2 2023 was Bank of America, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2023.