iShares US Financials ETF
229 hedge funds and large institutions have $698M invested in iShares US Financials ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 102 reducing their positions, and 30 closing their positions.
1,561% more call options, than puts
Call options by funds: $8.84M | Put options by funds: $532K
23% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 30
0% more funds holding
Funds holding: 228 → 229 (+1)
0% more capital invested
Capital invested by funds: $696M → $698M (+$2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.48% less ownership
Funds ownership: 86.03% → 81.55% (-4.5%)
68% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$53.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.01M |
| 5 |
JP Morgan Chase
New York
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$50.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.5M |
| 4 |
BlackRock
New York
|
-$8.78M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$4.96M |
IYF Hedge Fund Activity: Q1 2019 in Review
229 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q1 2019, worth a combined $698M — up 0.29% from $696M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IYF positions and 30 closed out — a net gain of 7 holders — while 33 added to existing stakes and 102 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $53.7M. The largest seller was Morgan Stanley, cutting an estimated $50.1M.
- 229 institutional investors held iShares US Financials ETF (IYF) as of Q1 2019, up from 228 in Q4 2018.
- Funds reported $698M of iShares US Financials ETF stock for Q1 2019, up 0.29% quarter-over-quarter.
- 37 funds opened new iShares US Financials ETF positions in Q1 2019 and 30 closed out, a net change of +7 holders.
- The largest iShares US Financials ETF buyer in Q1 2019 was Goldman Sachs, an estimated $53.7M added.
- The largest iShares US Financials ETF seller in Q1 2019 was Morgan Stanley, an estimated $50.1M sold.
Based on aggregated 13F filings for Q1 2019.