iShares US Financials ETF
249 hedge funds and large institutions have $741M invested in iShares US Financials ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 20 closing their positions.
155% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 20
16% more capital invested
Capital invested by funds: $639M → $741M (+$102M)
12% more funds holding
Funds holding: 222 → 249 (+27)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 71
50.19% less ownership
Funds ownership: 101.55% → 51.36% (-50%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$16.8M |
| 2 |
Morgan Stanley
New York
|
+$9.86M |
| 3 |
Goldman Sachs
New York
|
+$6.43M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$3.06M |
| 5 |
Millennium Management
New York
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$18M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.73M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$6.18M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$4M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
-$3.73M |
IYF Hedge Fund Activity: Q4 2020 in Review
249 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2020, worth a combined $741M — up 16% from $639M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IYF positions and 20 closed out — a net gain of 31 holders — while 63 added to existing stakes and 71 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $16.8M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $18M sold.
- 249 institutional investors held iShares US Financials ETF (IYF) as of Q4 2020, up from 222 in Q3 2020.
- Funds reported $741M of iShares US Financials ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 51 funds opened new iShares US Financials ETF positions in Q4 2020 and 20 closed out, a net change of +31 holders.
- The largest iShares US Financials ETF buyer in Q4 2020 was Citadel Advisors, an estimated $16.8M added.
- The largest iShares US Financials ETF seller in Q4 2020 was Schroder Investment Management Group, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2020.