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iShares US Financials ETF
IYF

347 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $381K

191% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

36% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 83

25% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$257M)

13% more funds holding

Funds holding: 307 → 347 (+40)

4.26% more ownership

Funds ownership: 44.67% → 48.93% (+4.3%)

Holders
347
Holders Change
+40
Holders Change %
+13.03%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
67
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$159M
2
PWS
Paragon Wealth Strategies
Florida
+$11.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$10.4M
4
Morgan Stanley
Morgan Stanley
New York
+$9.04M
5
CAN
Cetera Advisor Networks
California
+$6.29M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
BCM
Brookstone Capital Management
Illinois
-$10.5M
3
B
Barings
North Carolina
-$9.93M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.1M
5
Barclays
Barclays
United Kingdom
-$5.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$169M +$6.01M +69,017 +4%
Prudential Financial
2
Prudential Financial
New Jersey
$159M +$159M +1,826,575 +25,166%
Morgan Stanley
3
Morgan Stanley
New York
$134M +$9.04M +103,763 +7%
Fisher Asset Management
4
Fisher Asset Management
Washington
$59.5M +$3.78M +43,401 +7%
Goldman Sachs
5
Goldman Sachs
New York
$51.1M +$718K +8,250 +1%
Wells Fargo
6
Wells Fargo
California
$46.3M -$4.24M -48,712 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$44.4M -$452K -5,186 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$37.3M +$4.13M +47,469 +12%
LPL Financial
9
LPL Financial
California
$33.8M +$2.29M +26,262 +7%
UBS Group
10
UBS Group
Switzerland
$28.1M +$1.29M +14,800 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$18.5M +$1.85M +21,234 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.7M +$1.44M +16,511 +9%
Ameriprise
13
Ameriprise
Minnesota
$17.2M -$4.37M -50,184 -20%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$15.3M -$12.2M -139,689 -44%
SCA
15
Stillwater Capital Advisors
Pennsylvania
$15.1M +$680K +7,812 +5%
MFG
16
Magnus Financial Group
New York
$14.8M +$1.19M +13,636 +9%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$14.1M +$10.4M +119,105 +271%
SC
18
Scotia Capital
Ontario, Canada
$14.1M -$671K -7,700 -5%
RJA
19
Raymond James & Associates
Florida
$13.6M +$585K +6,718 +4%
PP
20
Patten & Patten
Tennessee
$12.1M -$194K -2,230 -2%
PWS
21
Paragon Wealth Strategies
Florida
$11.7M +$11.7M +134,774 New
Osaic Holdings
22
Osaic Holdings
Arizona
$10.9M -$860K -9,876 -7%
KWA
23
Kellett Wealth Advisors
Ohio
$10.6M +$10.6M +122,085 New
Stifel Financial
24
Stifel Financial
Missouri
$10.1M +$54K +620 +0.5%
GWM
25
GDS Wealth Management
Texas
$9.17M +$9.21M +105,788 New
1
2 3 4 5

IYF Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2021, worth a combined $1.27B — up 25% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IYF positions and 23 closed out — a net gain of 44 holders — while 113 added to existing stakes and 83 trimmed.

The largest buyer was Prudential Financial, adding an estimated $159M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.2M.

  • 347 institutional investors held iShares US Financials ETF (IYF) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $1.27B of iShares US Financials ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 67 funds opened new iShares US Financials ETF positions in Q4 2021 and 23 closed out, a net change of +44 holders.
  • The largest iShares US Financials ETF buyer in Q4 2021 was Prudential Financial, an estimated $159M added.
  • The largest iShares US Financials ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.