iShares US Financials ETF
232 hedge funds and large institutions have $711M invested in iShares US Financials ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 23 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
96% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 23
25% more capital invested
Capital invested by funds: $568M → $711M (+$143M)
10% more funds holding
Funds holding: 211 → 232 (+21)
9.22% more ownership
Funds ownership: 99.34% → 108.55% (+9.2%)
17% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 75
84% less call options, than puts
Call options by funds: $366K | Put options by funds: $2.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$34.5M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$23.1M |
| 3 |
Goldman Sachs
New York
|
+$13.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.39M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.17M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$6.56M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.81M |
IYF Hedge Fund Activity: Q2 2020 in Review
232 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2020, worth a combined $711M — up 25% from $568M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IYF positions and 23 closed out — a net gain of 22 holders — while 62 added to existing stakes and 75 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $34.5M. The largest seller was Fidelity Investments, cutting an estimated $14.6M.
- 232 institutional investors held iShares US Financials ETF (IYF) as of Q2 2020, up from 211 in Q1 2020.
- Funds reported $711M of iShares US Financials ETF stock for Q2 2020, up 25% quarter-over-quarter.
- 45 funds opened new iShares US Financials ETF positions in Q2 2020 and 23 closed out, a net change of +22 holders.
- The largest iShares US Financials ETF buyer in Q2 2020 was Manulife (Manufacturers Life Insurance), an estimated $34.5M added.
- The largest iShares US Financials ETF seller in Q2 2020 was Fidelity Investments, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2020.