iShares US Financials ETF
211 hedge funds and large institutions have $568M invested in iShares US Financials ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 89 reducing their positions, and 79 closing their positions.
191% more call options, than puts
Call options by funds: $2.92M | Put options by funds: $1M
9.51% less ownership
Funds ownership: 108.84% → 99.34% (-9.5%)
24% less funds holding
Funds holding: 279 → 211 (-68)
42% less capital invested
Capital invested by funds: $984M → $568M (-$416M)
51% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 89
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
78% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$42.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.66M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$8.53M |
| 5 |
HF
HRT Financial
New York
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$109M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$41.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$9.47M |
| 4 |
HW
Hamilton Wealth
Encino,
California
|
-$7.87M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.5M |
IYF Hedge Fund Activity: Q1 2020 in Review
211 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q1 2020, worth a combined $568M — down 42% from $984M a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of IYF and 17 opened new positions — a net loss of 62 holders — while 89 trimmed existing stakes and 44 added.
The largest buyer was Goldman Sachs, adding an estimated $42.7M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $109M.
- 211 institutional investors held iShares US Financials ETF (IYF) as of Q1 2020, down from 279 in Q4 2019.
- Funds reported $568M of iShares US Financials ETF stock for Q1 2020, down 42% quarter-over-quarter.
- 17 funds opened new iShares US Financials ETF positions in Q1 2020 and 79 closed out, a net change of -62 holders.
- The largest iShares US Financials ETF buyer in Q1 2020 was Goldman Sachs, an estimated $42.7M added.
- The largest iShares US Financials ETF seller in Q1 2020 was BNP Paribas Financial Markets, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2020.