iShares US Financials ETF
279 hedge funds and large institutions have $984M invested in iShares US Financials ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 20 closing their positions.
295% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 20
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
44% more capital invested
Capital invested by funds: $684M → $984M (+$299M)
25% more funds holding
Funds holding: 223 → 279 (+56)
24.13% more ownership
Funds ownership: 84.71% → 108.84% (+24%)
10% less call options, than puts
Call options by funds: $785K | Put options by funds: $868K
22% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$119M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.9M |
| 3 |
Goldman Sachs
New York
|
+$18.8M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.07M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.92M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.37M |
| 3 |
Barclays
London,
United Kingdom
|
-$4.31M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$3.75M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.53M |
IYF Hedge Fund Activity: Q4 2019 in Review
279 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2019, worth a combined $984M — up 44% from $684M a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IYF positions and 20 closed out — a net gain of 59 holders — while 58 added to existing stakes and 74 trimmed.
The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $119M. The largest seller was BlackRock, cutting an estimated $4.92M.
- 279 institutional investors held iShares US Financials ETF (IYF) as of Q4 2019, up from 223 in Q3 2019.
- Funds reported $984M of iShares US Financials ETF stock for Q4 2019, up 44% quarter-over-quarter.
- 79 funds opened new iShares US Financials ETF positions in Q4 2019 and 20 closed out, a net change of +59 holders.
- The largest iShares US Financials ETF buyer in Q4 2019 was BNP Paribas Financial Markets, an estimated $119M added.
- The largest iShares US Financials ETF seller in Q4 2019 was BlackRock, an estimated $4.92M sold.
Based on aggregated 13F filings for Q4 2019.