iShares US Financials ETF
307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 82 reducing their positions, and 11 closing their positions.
1,426% more call options, than puts
Call options by funds: $5.04M | Put options by funds: $330K
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
20% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 82
4% more funds holding
Funds holding: 296 → 307 (+11)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.28% less ownership
Funds ownership: 47.95% → 44.67% (-3.3%)
10% less capital invested
Capital invested by funds: $1.13B → $1.01B (-$116M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.41M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.01M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$3.28M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$3.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$42.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$33.2M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$21.5M |
| 4 |
Morgan Stanley
New York
|
-$16.1M |
| 5 |
Goldman Sachs
New York
|
-$8.14M |
IYF Hedge Fund Activity: Q3 2021 in Review
307 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q3 2021, worth a combined $1.01B — down 10% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IYF positions and 11 closed out — a net gain of 16 holders — while 98 added to existing stakes and 82 trimmed.
The largest buyer was Ameriprise, adding an estimated $5.41M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $42.2M sold.
- 307 institutional investors held iShares US Financials ETF (IYF) as of Q3 2021, up from 296 in Q2 2021.
- Funds reported $1.01B of iShares US Financials ETF stock for Q3 2021, down 10% quarter-over-quarter.
- 27 funds opened new iShares US Financials ETF positions in Q3 2021 and 11 closed out, a net change of +16 holders.
- The largest iShares US Financials ETF buyer in Q3 2021 was Ameriprise, an estimated $5.41M added.
- The largest iShares US Financials ETF seller in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $42.2M sold.
Based on aggregated 13F filings for Q3 2021.