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iShares MSCI Europe Financials ETF

74 hedge funds and large institutions have $409M invested in iShares MSCI Europe Financials ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more capital invested

Capital invested by funds: $221M → $409M (+$188M)

16.99% more ownership

Funds ownership: 47.22%64.21% (+17%)

0% more funds holding

Funds holding: 7474 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

65% less call options, than puts

Call options by funds: $582K | Put options by funds: $1.65M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
22
Reduced
22
Closed
13
Calls
$582K
Puts
$1.65M
Net Calls
-$1.07M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$88K +$1.09K +74 +1%
Kayne Anderson Rudnick Investment Management
52
Kayne Anderson Rudnick Investment Management
California
$82K -$67.9K -4,593 -43%
TRCT
53
Tower Research Capital (TRC)
New York
$79K +$13.1K +887 +18%
IUHSA
54
Itau Unibanco Holding S.A.
Brazil
$60K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$38K
JP Morgan Chase
56
JP Morgan Chase
New York
$34K -$399 -27 -1%
HCP
57
Hexagon Capital Partners
Arkansas
$33K +$37K +2,503 New
EWM
58
Endurance Wealth Management
Rhode Island
$19K -$40.7K -2,750 -66%
SFSIG
59
San Francisco Sentry Investment Group
California
$16K
VFA
60
Valeo Financial Advisors
Indiana
$15K +$16.5K +1,114 New
GRP
61
Global Retirement Partners
California
$11K +$7.4K +500 +158%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$10K
PCG
63
Private Capital Group
Connecticut
$9K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$8K +$8.52K +576 New
JCM
65
Jacobi Capital Management
Pennsylvania
$5K +$2.06K +139 +64%
WCG
66
Weaver Consulting Group
California
$4K
IA
67
IFP Advisors
Florida
$3K
FFA
68
Founders Financial Alliance
North Carolina
$3K +$2.72K +184 New
ASN
69
Advisory Services Network
Georgia
$3K +$2.96K +200 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$3K +$3.15K +213 +21,300%
APA
71
American Portfolios Advisors
New York
$2.4K
S
72
SignatureFD
Georgia
$1K
IF
73
Ironwood Financial
Arizona
$1K +$1.03K +70 +233%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
-$998K -70,108 Closed
Wolverine Trading
75
Wolverine Trading
Illinois
-$420K -28,411 Closed