iShares US Financial Services ETF
232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
62% more call options, than puts
Call options by funds: $945K | Put options by funds: $583K
6% more funds holding
Funds holding: 218 → 232 (+14)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
7% less capital invested
Capital invested by funds: $748M → $694M (-$53.3M)
9.37% less ownership
Funds ownership: 176.41% → 167.04% (-9.4%)
25% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
+$5.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.2M |
| 3 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$2.39M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.12M |
| 5 |
JP Morgan Chase
New York
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$43.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.19M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$6.75M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$5.86M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
AssetMark Inc
Concord,
California
| – | -$1K | -21 | Closed |
|
IYG Hedge Fund Activity: Q4 2022 in Review
232 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2022, worth a combined $694M — down 7.1% from $748M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IYG positions and 18 closed out — a net gain of 17 holders — while 63 added to existing stakes and 84 trimmed.
The largest buyer was HRT Financial, adding an estimated $5.29M. The largest seller was Goldman Sachs, cutting an estimated $43.9M.
- 232 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2022, up from 218 in Q3 2022.
- Funds reported $694M of iShares US Financial Services ETF stock for Q4 2022, down 7.1% quarter-over-quarter.
- 35 funds opened new iShares US Financial Services ETF positions in Q4 2022 and 18 closed out, a net change of +17 holders.
- The largest iShares US Financial Services ETF buyer in Q4 2022 was HRT Financial, an estimated $5.29M added.
- The largest iShares US Financial Services ETF seller in Q4 2022 was Goldman Sachs, an estimated $43.9M sold.
Based on aggregated 13F filings for Q4 2022.