iShares US Financials ETF
358 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 113 reducing their positions, and 24 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
88% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 24
40% more capital invested
Capital invested by funds: $1.11B → $1.55B (+$441M)
5.41% more ownership
Funds ownership: 53.75% → 59.16% (+5.4%)
5% more funds holding
Funds holding: 340 → 358 (+18)
10% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 113
35% less call options, than puts
Call options by funds: $803K | Put options by funds: $1.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$112M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$75.2M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$36.2M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$10.5M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$7.03M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$6.3M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$4.98M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3.14M |
| 5 |
Rockefeller Capital Management
New York
|
-$2.36M |
IYF Hedge Fund Activity: Q1 2024 in Review
358 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q1 2024, worth a combined $1.55B — up 40% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IYF positions and 24 closed out — a net gain of 21 holders — while 102 added to existing stakes and 113 trimmed.
The largest buyer was Phoenix Financial, opening a new position worth an estimated $112M. The largest seller was Connectus Wealth, exiting entirely with an estimated $7.03M sold.
- 358 institutional investors held iShares US Financials ETF (IYF) as of Q1 2024, up from 340 in Q4 2023.
- Funds reported $1.55B of iShares US Financials ETF stock for Q1 2024, up 40% quarter-over-quarter.
- 45 funds opened new iShares US Financials ETF positions in Q1 2024 and 24 closed out, a net change of +21 holders.
- The largest iShares US Financials ETF buyer in Q1 2024 was Phoenix Financial, an estimated $112M added.
- The largest iShares US Financials ETF seller in Q1 2024 was Connectus Wealth, an estimated $7.03M sold.
Based on aggregated 13F filings for Q1 2024.