iShares US Financials ETF
273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 18 closing their positions.
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
35% more capital invested
Capital invested by funds: $741M → $1,000M (+$259M)
29% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 63
10% more funds holding
Funds holding: 249 → 273 (+24)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.74% less ownership
Funds ownership: 51.36% → 49.62% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$108M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$41.4M |
| 3 |
Morgan Stanley
New York
|
+$18.6M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
+$13.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$68.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$22M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.62M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.31M |
| 5 |
HF
HRT Financial
New York
|
-$2.72M |
IYF Hedge Fund Activity: Q1 2021 in Review
273 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q1 2021, worth a combined $1,000M — up 35% from $741M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IYF positions and 18 closed out — a net gain of 27 holders — while 81 added to existing stakes and 63 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $108M. The largest seller was Bank of America, cutting an estimated $68.3M.
- 273 institutional investors held iShares US Financials ETF (IYF) as of Q1 2021, up from 249 in Q4 2020.
- Funds reported $1,000M of iShares US Financials ETF stock for Q1 2021, up 35% quarter-over-quarter.
- 45 funds opened new iShares US Financials ETF positions in Q1 2021 and 18 closed out, a net change of +27 holders.
- The largest iShares US Financials ETF buyer in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $108M added.
- The largest iShares US Financials ETF seller in Q1 2021 was Bank of America, an estimated $68.3M sold.
Based on aggregated 13F filings for Q1 2021.