iShares US Financial Services ETF
264 hedge funds and large institutions have $82.1B invested in iShares US Financial Services ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 40 closing their positions.
4,379% more capital invested
Capital invested by funds: $1.83B → $82.1B (+$80.3B)
3.37% more ownership
Funds ownership: 207.41% → 210.78% (+3.4%)
10% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 81
4% less funds holding
Funds holding: 275 → 264 (-11)
18% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 40
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
88% less call options, than puts
Call options by funds: $559K | Put options by funds: $4.56M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$84M |
| 2 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$65.8M |
| 3 |
Goldman Sachs
New York
|
+$14.9M |
| 4 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$12.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$115M |
| 2 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$75.8M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$26.2M |
| 4 |
Morgan Stanley
New York
|
-$21.9M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$19.1M |
IYG Hedge Fund Activity: Q1 2022 in Review
264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q1 2022, worth a combined $82.1B — up 4,379% from $1.83B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of IYG and 33 opened new positions — a net loss of 7 holders — while 81 trimmed existing stakes and 89 added.
The largest buyer was RiverFront Investment Group, adding an estimated $84M. The largest seller was Annex Advisory Services, exiting entirely with an estimated $115M sold.
- 264 institutional investors held iShares US Financial Services ETF (IYG) as of Q1 2022, down from 275 in Q4 2021.
- Funds reported $82.1B of iShares US Financial Services ETF stock for Q1 2022, up 4,379% quarter-over-quarter.
- 33 funds opened new iShares US Financial Services ETF positions in Q1 2022 and 40 closed out, a net change of -7 holders.
- The largest iShares US Financial Services ETF buyer in Q1 2022 was RiverFront Investment Group, an estimated $84M added.
- The largest iShares US Financial Services ETF seller in Q1 2022 was Annex Advisory Services, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2022.