iShares US Financials ETF
153 hedge funds and large institutions have $919M invested in iShares US Financials ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.
105% more call options, than puts
Call options by funds: $6.54M | Put options by funds: $3.19M
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more capital invested
Capital invested by funds: $782M → $919M (+$137M)
8.28% more ownership
Funds ownership: 106.4% → 114.69% (+8.3%)
7% more funds holding
Funds holding: 143 → 153 (+10)
5% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$31.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$30.5M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$29.9M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$25.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$41M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$8.41M |
| 3 |
Morgan Stanley
New York
|
-$8.05M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.76M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.35M |
IYF Hedge Fund Activity: Q4 2015 in Review
153 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2015, worth a combined $919M — up 18% from $782M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IYF positions and 13 closed out — a net gain of 12 holders — while 46 added to existing stakes and 44 trimmed.
The largest buyer was LPL Financial, adding an estimated $31.9M. The largest seller was AssetMark Inc, cutting an estimated $41M.
- 153 institutional investors held iShares US Financials ETF (IYF) as of Q4 2015, up from 143 in Q3 2015.
- Funds reported $919M of iShares US Financials ETF stock for Q4 2015, up 18% quarter-over-quarter.
- 25 funds opened new iShares US Financials ETF positions in Q4 2015 and 13 closed out, a net change of +12 holders.
- The largest iShares US Financials ETF buyer in Q4 2015 was LPL Financial, an estimated $31.9M added.
- The largest iShares US Financials ETF seller in Q4 2015 was AssetMark Inc, an estimated $41M sold.
Based on aggregated 13F filings for Q4 2015.