iShares US Financials ETF
226 hedge funds and large institutions have $741M invested in iShares US Financials ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 81 reducing their positions, and 26 closing their positions.
360% more call options, than puts
Call options by funds: $3.4M | Put options by funds: $741K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6% more capital invested
Capital invested by funds: $698M → $741M (+$42.8M)
3.94% more ownership
Funds ownership: 81.55% → 85.49% (+3.9%)
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
1% less funds holding
Funds holding: 229 → 226 (-3)
33% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$28.9M |
| 2 |
Morgan Stanley
New York
|
+$8.99M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.14M |
| 4 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$7.28M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$61.2M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.78M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.36M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.16M |
IYF Hedge Fund Activity: Q2 2019 in Review
226 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2019, worth a combined $741M — up 6.1% from $698M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IYF positions and 26 closed out — a net gain of 2 holders — while 54 added to existing stakes and 81 trimmed.
The largest buyer was Advisors Preferred, opening a new position worth an estimated $28.9M. The largest seller was Goldman Sachs, cutting an estimated $61.2M.
- 226 institutional investors held iShares US Financials ETF (IYF) as of Q2 2019, down from 229 in Q1 2019.
- Funds reported $741M of iShares US Financials ETF stock for Q2 2019, up 6.1% quarter-over-quarter.
- 28 funds opened new iShares US Financials ETF positions in Q2 2019 and 26 closed out, a net change of +2 holders.
- The largest iShares US Financials ETF buyer in Q2 2019 was Advisors Preferred, an estimated $28.9M added.
- The largest iShares US Financials ETF seller in Q2 2019 was Goldman Sachs, an estimated $61.2M sold.
Based on aggregated 13F filings for Q2 2019.