iShares US Financials ETF
220 hedge funds and large institutions have $956M invested in iShares US Financials ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 26 closing their positions.
563% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $1.77M
3% less funds holding
Funds holding: 226 → 220 (-6)
3.86% less ownership
Funds ownership: 106.18% → 102.32% (-3.9%)
12% less capital invested
Capital invested by funds: $1.08B → $956M (-$128M)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
32% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$76.5M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$5.71M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.99M |
| 4 |
VF
Virtu Financial
New York
|
+$4.94M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$103M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$29.2M |
| 3 |
SG Americas Securities
New York
|
-$18.1M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$14.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.4M |
IYF Hedge Fund Activity: Q3 2018 in Review
220 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q3 2018, worth a combined $956M — down 12% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IYF and 20 opened new positions — a net loss of 6 holders — while 85 trimmed existing stakes and 58 added.
The largest buyer was Morgan Stanley, adding an estimated $76.5M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $103M sold.
- 220 institutional investors held iShares US Financials ETF (IYF) as of Q3 2018, down from 226 in Q2 2018.
- Funds reported $956M of iShares US Financials ETF stock for Q3 2018, down 12% quarter-over-quarter.
- 20 funds opened new iShares US Financials ETF positions in Q3 2018 and 26 closed out, a net change of -6 holders.
- The largest iShares US Financials ETF buyer in Q3 2018 was Morgan Stanley, an estimated $76.5M added.
- The largest iShares US Financials ETF seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $103M sold.
Based on aggregated 13F filings for Q3 2018.