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iShares Global Financials ETF

78 hedge funds and large institutions have $312M invested in iShares Global Financials ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
18
Increased
27
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$124M 1,596,635
AssetMark Inc
2
AssetMark Inc
California
$111M 1,619,522 +1,619,522 New
Fidelity International
3
Fidelity International
Bermuda
$15.6M 227,053 +453 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$8.72M 126,869 -9,598 -7%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$7.03M 102,175 +97,788 +2,229%
NR
6
Newfound Research
Massachusetts
$4.64M 67,499 +13,476 +25%
AIC
7
Ayalon Insurance Company
Israel
$4.06M 59,050 +9,300 +19%
Bank of America
8
Bank of America
North Carolina
$3.79M 55,070 -17,893 -25%
ACP
9
Aveo Capital Partners
Colorado
$3.19M 46,454 +46,454 New
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$2.75M 39,985 +39,985 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.11M 30,643 +23,945 +357%
UBS Group
12
UBS Group
Switzerland
$1.87M 27,219 -1,010 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.7M 24,725 +12,318 +99%
LPL Financial
14
LPL Financial
California
$1.64M 23,812 +536 +2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$1.53M 22,305 -405 -2%
SC
16
Slow Capital
California
$1.45M 21,086 -1,076 -5%
AWM
17
Argent Wealth Management
Massachusetts
$1.44M 20,887 +20,887 New
AWA
18
Arete Wealth Advisors
Illinois
$1.41M 20,452 +1,371 +7%
KWA
19
KCS Wealth Advisory
California
$1.24M 18,080 +1,039 +6%
CAG
20
Csenge Advisory Group
Florida
$1M 14,586 +14,586 New
Ameriprise
21
Ameriprise
Minnesota
$893K 12,990 +172 +1%
PAS
22
Park Avenue Securities
New York
$745K 10,842 +4,286 +65%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$626K 9,113 -1,413 -13%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$620K 9,018 -1,800 -17%
SPIA
25
Steward Partners Investment Advisory
New York
$540K 7,857 +1,484 +23%