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iShares US Financials ETF
190 hedge funds and large institutions have $887M invested in iShares US Financials ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
182% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 17
21% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 48
17% more funds holding
Funds holding: 163 → 190 (+27)
15% more call options, than puts
Call options by funds: $2.13M | Put options by funds: $1.85M
7% more capital invested
Capital invested by funds: $831M → $887M (+$56.8M)
9.25% less ownership
Funds ownership: 108.92% → 99.67% (-9.2%)
Holders
190
Holders Change
+27
Holders Change %
+16.56%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
58
Reduced
48
Closed
17
Calls
$2.13M
Puts
$1.85M
Net Calls
+$286K
Net Calls Change
-$871K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$64.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$19.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.93M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$8.48M |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$94.9M |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$31.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.1M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$27.5M |
| 5 |
Goldman Sachs
New York
|
-$18.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
201
New York Life Investment Management
New York
| – | -$1.43M | -31,858 | Closed |
|
|
CI
202
Cavalier Investments
Alpharetta,
Georgia
| – | -$1.33M | -29,558 | Closed |
|
|
CS
203
Credit Suisse
Zurich,
Switzerland
| – | -$355K | -7,878 | Closed |
|
|
TSS
204
Two Sigma Securities
New York
| – | -$238K | -5,296 | Closed |
|
|
EAMA
205
EFG Asset Management (Americas)
Miami,
Florida
| – | -$145K | -2,452 | Closed |
|
206
Mariner
Overland Park,
Kansas
| – | -$94K | -2,092 | Closed |
|
|
IWMPD
207
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$10K | -228 | Closed |
|