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iShares US Financials ETF
IYF

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,148% more call options, than puts

Call options by funds: $4.14M | Put options by funds: $332K

132% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more capital invested

Capital invested by funds: $856M → $1B (+$146M)

9% more funds holding

Funds holding: 294 → 320 (+26)

2.67% more ownership

Funds ownership: 47.28% → 49.95% (+2.7%)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$17M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$14M
3
CG
Colony Group
Massachusetts
+$7.22M
4
BCM
Brookstone Capital Management
Illinois
+$3.52M
5
NMG
New Millennium Group
Utah
+$3.28M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$7.69M
2
UBS Group
UBS Group
Switzerland
-$4.97M
3
Prudential Financial
Prudential Financial
New Jersey
-$4.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.04M
5
LPL Financial
LPL Financial
California
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$145M -$3.26M -43,529 -2%
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M +$14M +187,220 +14%
Morgan Stanley
3
Morgan Stanley
New York
$98.3M -$2.03M -27,124 -2%
Goldman Sachs
4
Goldman Sachs
New York
$55.2M +$867K +11,570 +2%
Wells Fargo
5
Wells Fargo
California
$33.3M -$3.14M -41,875 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$33.1M -$2.88M -38,448 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.9M -$836K -11,148 -3%
LPL Financial
8
LPL Financial
California
$28.9M -$3.44M -45,919 -11%
UBS Group
9
UBS Group
Switzerland
$26.9M -$4.97M -66,252 -16%
Ameriprise
10
Ameriprise
Minnesota
$23.9M +$2.02M +26,892 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$17.2M +$3.25M +43,398 +24%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$17.1M +$17M +226,945 New
SCA
13
Stillwater Capital Advisors
Pennsylvania
$15.4M +$156K +2,081 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.7M +$47.2K +630 +0.3%
MFG
15
Magnus Financial Group
New York
$12.4M -$972K -12,973 -7%
SC
16
Scotia Capital
Ontario, Canada
$11.1M -$385K -5,140 -3%
PCH
17
PGIM Custom Harvest
New Jersey
$10.8M +$10.8M +143,625 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.8M -$4.04M -53,851 -27%
PP
19
Patten & Patten
Tennessee
$10.1M -$48.3K -645 -0.5%
RJA
20
Raymond James & Associates
Florida
$10.1M -$151K -2,019 -1%
GWM
21
GDS Wealth Management
Texas
$9.97M +$438K +5,847 +5%
CAN
22
Cetera Advisor Networks
California
$8.92M -$171K -2,276 -2%
UCFA
23
United Capital Financial Advisors
Texas
$8.78M +$627K +8,361 +8%
Osaic Holdings
24
Osaic Holdings
Arizona
$7.75M -$69.1K -922 -0.9%
CG
25
Colony Group
Massachusetts
$7.27M +$7.22M +96,386 New
1
2 3 4 5

IYF Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2022, worth a combined $1B — up 17% from $856M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IYF positions and 25 closed out — a net gain of 33 holders — while 87 added to existing stakes and 99 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $17M. The largest seller was DZ Bank, exiting entirely with an estimated $7.69M sold.

  • 320 institutional investors held iShares US Financials ETF (IYF) as of Q4 2022, up from 294 in Q3 2022.
  • Funds reported $1B of iShares US Financials ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 58 funds opened new iShares US Financials ETF positions in Q4 2022 and 25 closed out, a net change of +33 holders.
  • The largest iShares US Financials ETF buyer in Q4 2022 was 1832 Asset Management, an estimated $17M added.
  • The largest iShares US Financials ETF seller in Q4 2022 was DZ Bank, an estimated $7.69M sold.

Based on aggregated 13F filings for Q4 2022.