iShares US Financials ETF
108 hedge funds and large institutions have $442M invested in iShares US Financials ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 6 closing their positions.
943% more call options, than puts
Call options by funds: $5.95M | Put options by funds: $571K
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
27% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 30
14% more capital invested
Capital invested by funds: $389M → $442M (+$52.8M)
8% more funds holding
Funds holding: 100 → 108 (+8)
0.76% less ownership
Funds ownership: 70.7% → 69.94% (-0.76%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$23.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.3M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$13.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.09M |
| 5 |
Citigroup
New York
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$42.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.62M |
| 3 |
Barclays
London,
United Kingdom
|
-$7.15M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.84M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
-$3.38M |
IYF Hedge Fund Activity: Q3 2013 in Review
108 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q3 2013, worth a combined $442M — up 14% from $389M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IYF positions and 6 closed out — a net gain of 10 holders — while 38 added to existing stakes and 30 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $23.7M. The largest seller was Morgan Stanley, cutting an estimated $42.9M.
- 108 institutional investors held iShares US Financials ETF (IYF) as of Q3 2013, up from 100 in Q2 2013.
- Funds reported $442M of iShares US Financials ETF stock for Q3 2013, up 14% quarter-over-quarter.
- 16 funds opened new iShares US Financials ETF positions in Q3 2013 and 6 closed out, a net change of +10 holders.
- The largest iShares US Financials ETF buyer in Q3 2013 was Beaumont Financial Advisors, an estimated $23.7M added.
- The largest iShares US Financials ETF seller in Q3 2013 was Morgan Stanley, an estimated $42.9M sold.
Based on aggregated 13F filings for Q3 2013.