iShares US Financials ETF
387 hedge funds and large institutions have $1.89B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 147 increasing their positions, 93 reducing their positions, and 16 closing their positions.
405% more call options, than puts
Call options by funds: $2.05M | Put options by funds: $405K
131% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 16
58% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 93
28% more capital invested
Capital invested by funds: $1.47B → $1.89B (+$413M)
5% more funds holding
Funds holding: 368 → 387 (+19)
4.16% more ownership
Funds ownership: 57.62% → 61.79% (+4.2%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$64.7M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$52.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$37.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$26.3M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$6.78M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.41M |
| 3 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
-$3.3M |
| 4 |
KF
KKM Financial
Chicago,
Illinois
|
-$1.89M |
| 5 |
Jane Street
New York
|
-$1.54M |
IYF Hedge Fund Activity: Q3 2024 in Review
387 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q3 2024, worth a combined $1.89B — up 28% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IYF positions and 16 closed out — a net gain of 21 holders — while 147 added to existing stakes and 93 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $64.7M. The largest seller was Fisher Asset Management, cutting an estimated $6.78M.
- 387 institutional investors held iShares US Financials ETF (IYF) as of Q3 2024, up from 368 in Q2 2024.
- Funds reported $1.89B of iShares US Financials ETF stock for Q3 2024, up 28% quarter-over-quarter.
- 37 funds opened new iShares US Financials ETF positions in Q3 2024 and 16 closed out, a net change of +21 holders.
- The largest iShares US Financials ETF buyer in Q3 2024 was HSBC Holdings, an estimated $64.7M added.
- The largest iShares US Financials ETF seller in Q3 2024 was Fisher Asset Management, an estimated $6.78M sold.
Based on aggregated 13F filings for Q3 2024.