iShares US Financials ETF
339 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 93 reducing their positions, and 36 closing their positions.
567% more call options, than puts
Call options by funds: $2.87M | Put options by funds: $431K
35% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 93
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 36
2% less funds holding
Funds holding: 346 → 339 (-7)
3.31% less ownership
Funds ownership: 48.9% → 45.59% (-3.3%)
13% less capital invested
Capital invested by funds: $1.27B → $1.11B (-$159M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.1M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.54M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$151M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$13.8M |
| 3 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$11.7M |
| 4 |
Morgan Stanley
New York
|
-$8.41M |
| 5 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
-$6.28M |
IYF Hedge Fund Activity: Q1 2022 in Review
339 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q1 2022, worth a combined $1.11B — down 13% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of IYF and 33 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 126 added.
The largest buyer was Bank of America, adding an estimated $22.4M. The largest seller was Prudential Financial, cutting an estimated $151M.
- 339 institutional investors held iShares US Financials ETF (IYF) as of Q1 2022, down from 346 in Q4 2021.
- Funds reported $1.11B of iShares US Financials ETF stock for Q1 2022, down 13% quarter-over-quarter.
- 33 funds opened new iShares US Financials ETF positions in Q1 2022 and 36 closed out, a net change of -3 holders.
- The largest iShares US Financials ETF buyer in Q1 2022 was Bank of America, an estimated $22.4M added.
- The largest iShares US Financials ETF seller in Q1 2022 was Prudential Financial, an estimated $151M sold.
Based on aggregated 13F filings for Q1 2022.