iShares US Financials ETF
302 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 111 reducing their positions, and 26 closing their positions.
160% more call options, than puts
Call options by funds: $2.45M | Put options by funds: $942K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
19% more capital invested
Capital invested by funds: $901M → $1.07B (+$169M)
9.07% more ownership
Funds ownership: 50.45% → 59.52% (+9.1%)
0% more funds holding
Funds holding: 301 → 302 (+1)
54% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$91.8M |
| 2 |
SG Americas Securities
New York
|
+$65.1M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$37.5M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$27.3M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.26M |
| 5 |
Morgan Stanley
New York
|
-$4.01M |
IYF Hedge Fund Activity: Q3 2023 in Review
302 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q3 2023, worth a combined $1.07B — up 19% from $901M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IYF positions and 26 closed out — a net gain of 5 holders — while 51 added to existing stakes and 111 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $91.8M. The largest seller was Bank of America, cutting an estimated $17.2M.
- 302 institutional investors held iShares US Financials ETF (IYF) as of Q3 2023, up from 301 in Q2 2023.
- Funds reported $1.07B of iShares US Financials ETF stock for Q3 2023, up 19% quarter-over-quarter.
- 31 funds opened new iShares US Financials ETF positions in Q3 2023 and 26 closed out, a net change of +5 holders.
- The largest iShares US Financials ETF buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $91.8M added.
- The largest iShares US Financials ETF seller in Q3 2023 was Bank of America, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2023.