iShares US Financials ETF
437 hedge funds and large institutions have $2.22B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 152 increasing their positions, 105 reducing their positions, and 17 closing their positions.
359% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 17
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
45% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 105
18% more capital invested
Capital invested by funds: $1.89B → $2.22B (+$333M)
13% more funds holding
Funds holding: 387 → 437 (+50)
0.29% more ownership
Funds ownership: 61.79% → 62.07% (+0.29%)
20% less call options, than puts
Call options by funds: $3.13M | Put options by funds: $3.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$95.4M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$40.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$24.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20M |
| 5 |
LPL Financial
San Diego,
California
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$74.3M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$54.7M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$9.34M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$4.78M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.52M |
IYF Hedge Fund Activity: Q4 2024 in Review
437 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2024, worth a combined $2.22B — up 18% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IYF positions and 17 closed out — a net gain of 61 holders — while 152 added to existing stakes and 105 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $95.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $74.3M.
- 437 institutional investors held iShares US Financials ETF (IYF) as of Q4 2024, up from 387 in Q3 2024.
- Funds reported $2.22B of iShares US Financials ETF stock for Q4 2024, up 18% quarter-over-quarter.
- 78 funds opened new iShares US Financials ETF positions in Q4 2024 and 17 closed out, a net change of +61 holders.
- The largest iShares US Financials ETF buyer in Q4 2024 was Schroder Investment Management Group, an estimated $95.4M added.
- The largest iShares US Financials ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $74.3M sold.
Based on aggregated 13F filings for Q4 2024.