iShares US Financials ETF
126 hedge funds and large institutions have $456M invested in iShares US Financials ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 9 closing their positions.
820% more call options, than puts
Call options by funds: $5.09M | Put options by funds: $553K
244% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more funds holding
Funds holding: 108 → 126 (+18)
3% more capital invested
Capital invested by funds: $442M → $456M (+$13.8M)
2.79% less ownership
Funds ownership: 69.94% → 67.15% (-2.8%)
21% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39M |
| 2 |
AssetMark Inc
Concord,
California
|
+$14.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.97M |
| 4 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$4.32M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$26.9M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$23.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.8M |
| 5 |
Citigroup
New York
|
-$7.73M |
IYF Hedge Fund Activity: Q4 2013 in Review
126 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2013, worth a combined $456M — up 3.1% from $442M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IYF positions and 9 closed out — a net gain of 22 holders — while 34 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $39M. The largest seller was UBS, cutting an estimated $26.9M.
- 126 institutional investors held iShares US Financials ETF (IYF) as of Q4 2013, up from 108 in Q3 2013.
- Funds reported $456M of iShares US Financials ETF stock for Q4 2013, up 3.1% quarter-over-quarter.
- 31 funds opened new iShares US Financials ETF positions in Q4 2013 and 9 closed out, a net change of +22 holders.
- The largest iShares US Financials ETF buyer in Q4 2013 was Morgan Stanley, an estimated $39M added.
- The largest iShares US Financials ETF seller in Q4 2013 was UBS, an estimated $26.9M sold.
Based on aggregated 13F filings for Q4 2013.