iShares US Financial Services ETF
160 hedge funds and large institutions have $813M invested in iShares US Financial Services ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
64% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 33
20% more capital invested
Capital invested by funds: $679M → $813M (+$134M)
11% more funds holding
Funds holding: 144 → 160 (+16)
6.89% more ownership
Funds ownership: 168.67% → 175.56% (+6.9%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $638K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$17.1M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$12.1M |
| 3 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$12M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.87M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.58M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.12M |
| 3 |
Morgan Stanley
New York
|
-$2.35M |
| 4 |
CAM
Cypress Asset Management
Houston,
Texas
|
-$2.27M |
| 5 |
Jane Street
New York
|
-$1.61M |
IYG Hedge Fund Activity: Q4 2019 in Review
160 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2019, worth a combined $813M — up 20% from $679M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IYG positions and 11 closed out — a net gain of 19 holders — while 54 added to existing stakes and 33 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $17.1M. The largest seller was Credit Suisse, exiting entirely with an estimated $4.58M sold.
- 160 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2019, up from 144 in Q3 2019.
- Funds reported $813M of iShares US Financial Services ETF stock for Q4 2019, up 20% quarter-over-quarter.
- 30 funds opened new iShares US Financial Services ETF positions in Q4 2019 and 11 closed out, a net change of +19 holders.
- The largest iShares US Financial Services ETF buyer in Q4 2019 was RiverFront Investment Group, an estimated $17.1M added.
- The largest iShares US Financial Services ETF seller in Q4 2019 was Credit Suisse, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2019.