iShares US Financials ETF
296 hedge funds and large institutions have $1.13B invested in iShares US Financials ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 64 reducing their positions, and 15 closing their positions.
167% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 15
64% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 64
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $1,000M → $1.13B (+$127M)
8% more funds holding
Funds holding: 273 → 296 (+23)
1.67% less ownership
Funds ownership: 49.73% → 48.06% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$41.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.7M |
| 3 |
Morgan Stanley
New York
|
+$16.1M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$15.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$80.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$41.7M |
| 3 |
Goldman Sachs
New York
|
-$15.1M |
| 4 |
JP Morgan Chase
New York
|
-$6.83M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$2.92M |
IYF Hedge Fund Activity: Q2 2021 in Review
296 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2021, worth a combined $1.13B — up 13% from $1,000M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IYF positions and 15 closed out — a net gain of 25 holders — while 105 added to existing stakes and 64 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $41.2M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $80.3M.
- 296 institutional investors held iShares US Financials ETF (IYF) as of Q2 2021, up from 273 in Q1 2021.
- Funds reported $1.13B of iShares US Financials ETF stock for Q2 2021, up 13% quarter-over-quarter.
- 40 funds opened new iShares US Financials ETF positions in Q2 2021 and 15 closed out, a net change of +25 holders.
- The largest iShares US Financials ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $41.2M added.
- The largest iShares US Financials ETF seller in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $80.3M sold.
Based on aggregated 13F filings for Q2 2021.