iShares US Financials ETF
163 hedge funds and large institutions have $1.34B invested in iShares US Financials ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.
309% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 11
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
86% more capital invested
Capital invested by funds: $720M → $1.34B (+$616M)
46% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 35
24% more funds holding
Funds holding: 131 → 163 (+32)
16.65% more ownership
Funds ownership: 112.16% → 128.81% (+17%)
33% less call options, than puts
Call options by funds: $3.34M | Put options by funds: $5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$159M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$76.6M |
| 3 |
Morgan Stanley
New York
|
+$73.6M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$69.8M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$24M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$16.3M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$11.2M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$9.65M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$2.44M |
IYF Hedge Fund Activity: Q4 2014 in Review
163 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2014, worth a combined $1.34B — up 86% from $720M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IYF positions and 11 closed out — a net gain of 34 holders — while 51 added to existing stakes and 35 trimmed.
The largest buyer was F-Squared Investment Management, opening a new position worth an estimated $159M. The largest seller was LPL Financial, cutting an estimated $24M.
- 163 institutional investors held iShares US Financials ETF (IYF) as of Q4 2014, up from 131 in Q3 2014.
- Funds reported $1.34B of iShares US Financials ETF stock for Q4 2014, up 86% quarter-over-quarter.
- 45 funds opened new iShares US Financials ETF positions in Q4 2014 and 11 closed out, a net change of +34 holders.
- The largest iShares US Financials ETF buyer in Q4 2014 was F-Squared Investment Management, an estimated $159M added.
- The largest iShares US Financials ETF seller in Q4 2014 was LPL Financial, an estimated $24M sold.
Based on aggregated 13F filings for Q4 2014.