iShares US Financials ETF
130 hedge funds and large institutions have $777M invested in iShares US Financials ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 13 closing their positions.
771% more call options, than puts
Call options by funds: $5.5M | Put options by funds: $631K
29.14% more ownership
Funds ownership: 80.76% → 109.9% (+29%)
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
20% more capital invested
Capital invested by funds: $647M → $777M (+$130M)
2% more funds holding
Funds holding: 127 → 130 (+3)
28% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 50
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$127M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$94.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$13.8M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.8M |
| 5 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$9.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$42M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$35.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.1M |
| 4 |
Goldman Sachs
New York
|
-$15M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$7.52M |
IYF Hedge Fund Activity: Q2 2014 in Review
130 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2014, worth a combined $777M — up 20% from $647M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IYF positions and 13 closed out — a net gain of 3 holders — while 36 added to existing stakes and 50 trimmed.
The largest buyer was BlackRock Advisors, opening a new position worth an estimated $127M. The largest seller was AssetMark Inc, cutting an estimated $42M.
- 130 institutional investors held iShares US Financials ETF (IYF) as of Q2 2014, up from 127 in Q1 2014.
- Funds reported $777M of iShares US Financials ETF stock for Q2 2014, up 20% quarter-over-quarter.
- 16 funds opened new iShares US Financials ETF positions in Q2 2014 and 13 closed out, a net change of +3 holders.
- The largest iShares US Financials ETF buyer in Q2 2014 was BlackRock Advisors, an estimated $127M added.
- The largest iShares US Financials ETF seller in Q2 2014 was AssetMark Inc, an estimated $42M sold.
Based on aggregated 13F filings for Q2 2014.