iShares US Financials ETF
221 hedge funds and large institutions have $1.02B invested in iShares US Financials ETF in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.
142% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 19
114% more call options, than puts
Call options by funds: $3.96M | Put options by funds: $1.85M
15% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 55
13% more funds holding
Funds holding: 195 → 221 (+26)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14% less capital invested
Capital invested by funds: $1.19B → $1.02B (-$171M)
16.6% less ownership
Funds ownership: 120.94% → 104.34% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.93M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.73M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.29M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$126M |
| 2 |
BlackRock
New York
|
-$81.2M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$19.6M |
| 4 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$11.5M |
| 5 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$10M |
IYF Hedge Fund Activity: Q4 2017 in Review
221 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2017, worth a combined $1.02B — down 14% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IYF positions and 19 closed out — a net gain of 27 holders — while 63 added to existing stakes and 55 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $126M.
- 221 institutional investors held iShares US Financials ETF (IYF) as of Q4 2017, up from 195 in Q3 2017.
- Funds reported $1.02B of iShares US Financials ETF stock for Q4 2017, down 14% quarter-over-quarter.
- 46 funds opened new iShares US Financials ETF positions in Q4 2017 and 19 closed out, a net change of +27 holders.
- The largest iShares US Financials ETF buyer in Q4 2017 was Morgan Stanley, an estimated $24M added.
- The largest iShares US Financials ETF seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $126M sold.
Based on aggregated 13F filings for Q4 2017.