iShares US Financial Services ETF
275 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 21 closing their positions.
162% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 21
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
48% more call options, than puts
Call options by funds: $2.69M | Put options by funds: $1.81M
42% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 69
14% more funds holding
Funds holding: 242 → 275 (+33)
2% more capital invested
Capital invested by funds: $1.8B → $1.83B (+$35.1M)
4.15% less ownership
Funds ownership: 211.56% → 207.41% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$78.3M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$26.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.3M |
| 4 |
Morgan Stanley
New York
|
+$10.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$91.5M |
| 2 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$89.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$13.8M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.27M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$4.69M |
IYG Hedge Fund Activity: Q4 2021 in Review
275 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2021, worth a combined $1.83B — up 2% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IYG positions and 21 closed out — a net gain of 34 holders — while 98 added to existing stakes and 69 trimmed.
The largest buyer was WestEnd Advisors, opening a new position worth an estimated $78.3M. The largest seller was RiverFront Investment Group, cutting an estimated $91.5M.
- 275 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2021, up from 242 in Q3 2021.
- Funds reported $1.83B of iShares US Financial Services ETF stock for Q4 2021, up 2% quarter-over-quarter.
- 55 funds opened new iShares US Financial Services ETF positions in Q4 2021 and 21 closed out, a net change of +34 holders.
- The largest iShares US Financial Services ETF buyer in Q4 2021 was WestEnd Advisors, an estimated $78.3M added.
- The largest iShares US Financial Services ETF seller in Q4 2021 was RiverFront Investment Group, an estimated $91.5M sold.
Based on aggregated 13F filings for Q4 2021.