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 47 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
176% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 17
23% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 48
16% more funds holding
Funds holding: 164 → 190 (+26)
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 (+$56.1M)
9.32% less ownership
Funds ownership: 108.99% → 99.67% (-9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
IYF Hedge Fund Activity: Q4 2016 in Review
190 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2016, worth a combined $887M — up 6.7% from $831M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IYF positions and 17 closed out — a net gain of 30 holders — while 59 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $64.9M. The largest seller was AssetMark Inc, exiting entirely with an estimated $94.9M sold.
- 190 institutional investors held iShares US Financials ETF (IYF) as of Q4 2016, up from 164 in Q3 2016.
- Funds reported $887M of iShares US Financials ETF stock for Q4 2016, up 6.7% quarter-over-quarter.
- 47 funds opened new iShares US Financials ETF positions in Q4 2016 and 17 closed out, a net change of +30 holders.
- The largest iShares US Financials ETF buyer in Q4 2016 was Morgan Stanley, an estimated $64.9M added.
- The largest iShares US Financials ETF seller in Q4 2016 was AssetMark Inc, an estimated $94.9M sold.
Based on aggregated 13F filings for Q4 2016.