iShares US Financials ETF
347 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.
626% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $381K
191% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 23
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
36% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 83
25% more capital invested
Capital invested by funds: $1.01B → $1.27B (+$257M)
13% more funds holding
Funds holding: 307 → 347 (+40)
4.26% more ownership
Funds ownership: 44.67% → 48.93% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$159M |
| 2 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$11.7M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$10.4M |
| 4 |
Morgan Stanley
New York
|
+$9.04M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.2M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$10.5M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
-$9.93M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.1M |
| 5 |
Barclays
London,
United Kingdom
|
-$5.54M |
IYF Hedge Fund Activity: Q4 2021 in Review
347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2021, worth a combined $1.27B — up 25% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IYF positions and 23 closed out — a net gain of 44 holders — while 113 added to existing stakes and 83 trimmed.
The largest buyer was Prudential Financial, adding an estimated $159M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.2M.
- 347 institutional investors held iShares US Financials ETF (IYF) as of Q4 2021, up from 307 in Q3 2021.
- Funds reported $1.27B of iShares US Financials ETF stock for Q4 2021, up 25% quarter-over-quarter.
- 67 funds opened new iShares US Financials ETF positions in Q4 2021 and 23 closed out, a net change of +44 holders.
- The largest iShares US Financials ETF buyer in Q4 2021 was Prudential Financial, an estimated $159M added.
- The largest iShares US Financials ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2021.