iShares US Financials ETF
368 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 15 closing their positions.
2,032% more call options, than puts
Call options by funds: $1M | Put options by funds: $47K
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
3% more funds holding
Funds holding: 358 → 368 (+10)
9% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 112
1.54% less ownership
Funds ownership: 59.16% → 57.62% (-1.5%)
5% less capital invested
Capital invested by funds: $1.55B → $1.47B (-$81.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$56M |
| 2 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$11.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.73M |
| 4 |
Morgan Stanley
New York
|
+$5.4M |
| 5 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$79.4M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$38.9M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$10.8M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$8.12M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$5.38M |
IYF Hedge Fund Activity: Q2 2024 in Review
368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2024, worth a combined $1.47B — down 5.2% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IYF positions and 15 closed out — a net gain of 16 holders — while 122 added to existing stakes and 112 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $56M. The largest seller was HSBC Holdings, cutting an estimated $79.4M.
- 368 institutional investors held iShares US Financials ETF (IYF) as of Q2 2024, up from 358 in Q1 2024.
- Funds reported $1.47B of iShares US Financials ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
- 31 funds opened new iShares US Financials ETF positions in Q2 2024 and 15 closed out, a net change of +16 holders.
- The largest iShares US Financials ETF buyer in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $56M added.
- The largest iShares US Financials ETF seller in Q2 2024 was HSBC Holdings, an estimated $79.4M sold.
Based on aggregated 13F filings for Q2 2024.