iShares US Financials ETF
222 hedge funds and large institutions have $639M invested in iShares US Financials ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 29 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 232 → 222 (-10)
7% less ownership
Funds ownership: 108.55% → 101.55% (-7%)
10% less capital invested
Capital invested by funds: $711M → $639M (-$72.4M)
27% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 75
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
50% less call options, than puts
Call options by funds: $397K | Put options by funds: $794K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$18M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.39M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$3.67M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$46.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$37.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$10.6M |
| 4 |
Morgan Stanley
New York
|
-$4.22M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.11M |
IYF Hedge Fund Activity: Q3 2020 in Review
222 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q3 2020, worth a combined $639M — down 10% from $711M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of IYF and 20 opened new positions — a net loss of 9 holders — while 75 trimmed existing stakes and 55 added.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $18M. The largest seller was Goldman Sachs, cutting an estimated $46.1M.
- 222 institutional investors held iShares US Financials ETF (IYF) as of Q3 2020, down from 232 in Q2 2020.
- Funds reported $639M of iShares US Financials ETF stock for Q3 2020, down 10% quarter-over-quarter.
- 20 funds opened new iShares US Financials ETF positions in Q3 2020 and 29 closed out, a net change of -9 holders.
- The largest iShares US Financials ETF buyer in Q3 2020 was Schroder Investment Management Group, an estimated $18M added.
- The largest iShares US Financials ETF seller in Q3 2020 was Goldman Sachs, an estimated $46.1M sold.
Based on aggregated 13F filings for Q3 2020.