iShares US Financials ETF
294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.
475% more call options, than puts
Call options by funds: $4.58M | Put options by funds: $797K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.47% more ownership
Funds ownership: 46.81% → 47.28% (+0.47%)
2% less capital invested
Capital invested by funds: $877M → $856M (-$20.9M)
7% less funds holding
Funds holding: 315 → 294 (-21)
25% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 100
58% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$35.7M |
| 2 |
Goldman Sachs
New York
|
+$9.45M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$8.38M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.37M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$14.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$8.87M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$7.16M |
| 4 |
LPL Financial
San Diego,
California
|
-$4M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$3.48M |
IYF Hedge Fund Activity: Q3 2022 in Review
294 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q3 2022, worth a combined $856M — down 2.4% from $877M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of IYF and 13 opened new positions — a net loss of 18 holders — while 100 trimmed existing stakes and 75 added.
The largest buyer was Fisher Asset Management, adding an estimated $35.7M. The largest seller was Bank of America, cutting an estimated $14.2M.
- 294 institutional investors held iShares US Financials ETF (IYF) as of Q3 2022, down from 315 in Q2 2022.
- Funds reported $856M of iShares US Financials ETF stock for Q3 2022, down 2.4% quarter-over-quarter.
- 13 funds opened new iShares US Financials ETF positions in Q3 2022 and 31 closed out, a net change of -18 holders.
- The largest iShares US Financials ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $35.7M added.
- The largest iShares US Financials ETF seller in Q3 2022 was Bank of America, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2022.