iShares US Financials ETF
223 hedge funds and large institutions have $684M invested in iShares US Financials ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 86 reducing their positions, and 27 closing their positions.
5% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $1.36M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
0.78% less ownership
Funds ownership: 85.49% → 84.71% (-0.78%)
1% less funds holding
Funds holding: 226 → 223 (-3)
8% less capital invested
Capital invested by funds: $741M → $684M (-$56.5M)
56% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
| 2 |
Barclays
London,
United Kingdom
|
+$4.24M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.71M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$3.71M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$29.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.9M |
| 3 |
Morgan Stanley
New York
|
-$10M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.56M |
| 5 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$7.42M |
IYF Hedge Fund Activity: Q3 2019 in Review
223 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q3 2019, worth a combined $684M — down 7.6% from $741M a quarter earlier.
Fund positioning in IYF was balanced in Q3 2019: 27 funds opened new positions, 27 closed out, 38 added to existing stakes and 86 trimmed.
The largest buyer was Bank of America, adding an estimated $12.2M. The largest seller was Advisors Preferred, exiting entirely with an estimated $29.7M sold.
- 223 institutional investors held iShares US Financials ETF (IYF) as of Q3 2019, down from 226 in Q2 2019.
- Funds reported $684M of iShares US Financials ETF stock for Q3 2019, down 7.6% quarter-over-quarter.
- 27 funds opened new iShares US Financials ETF positions in Q3 2019 and 27 closed out, a net change of 0 holders.
- The largest iShares US Financials ETF buyer in Q3 2019 was Bank of America, an estimated $12.2M added.
- The largest iShares US Financials ETF seller in Q3 2019 was Advisors Preferred, an estimated $29.7M sold.
Based on aggregated 13F filings for Q3 2019.