iShares US Financials ETF
IYF
226 hedge funds and large institutions have $1.08B invested in iShares US Financials ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 17 closing their positions.
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
42% more call options, than puts
Call options by funds: $6.89M | Put options by funds: $4.84M
3% more funds holding
Funds holding: 219 → 226 (+7)
4.66% less ownership
Funds ownership: 110.84% → 106.18% (-4.7%)
13% less capital invested
Capital invested by funds: $1.24B → $1.08B (-$161M)
19% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 68
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$23.6M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$15.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.1M |
| 4 |
Capital Fund Management (CFM)
Paris,
France
|
+$7.95M |
| 5 |
Jane Street
New York
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$92.8M |
| 2 |
Morgan Stanley
New York
|
-$52.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$30.4M |
| 4 |
SG Americas Securities
New York
|
-$21.6M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.18M |
IYF Hedge Fund Activity: Q2 2018 in Review
226 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2018, worth a combined $1.08B — down 13% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IYF positions and 17 closed out — a net gain of 9 holders — while 55 added to existing stakes and 68 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $23.6M. The largest seller was Bank of Montreal, cutting an estimated $92.8M.
- 226 institutional investors held iShares US Financials ETF (IYF) as of Q2 2018, up from 219 in Q1 2018.
- Funds reported $1.08B of iShares US Financials ETF stock for Q2 2018, down 13% quarter-over-quarter.
- 26 funds opened new iShares US Financials ETF positions in Q2 2018 and 17 closed out, a net change of +9 holders.
- The largest iShares US Financials ETF buyer in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $23.6M added.
- The largest iShares US Financials ETF seller in Q2 2018 was Bank of Montreal, an estimated $92.8M sold.
Based on aggregated 13F filings for Q2 2018.