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iShares US Financials ETF

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DY
226
Dowling & Yahnke
California
$204K
PH
227
Pinnacle Holdings
Oklahoma
$202K
BAM
228
Belpointe Asset Management
Nevada
$197K +$3.96K +48 +2%
S
229
SignatureFD
Georgia
$193K +$82.7K +1,000 +75%
AP
230
Advisors Preferred
Maryland
$180K -$10.5K -125 -5%
IWA
231
IBEX Wealth Advisors
New Jersey
$173K +$173K +2,090 New
AA
232
AlphaMark Advisors
Kentucky
$161K -$12.4K -150 -7%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$160K +$25.8K +312 +19%
CFGS
234
Concourse Financial Group Securities
Alabama
$153K -$412 -5 -0.3%
SWM
235
Spire Wealth Management
Virginia
$152K -$3.39K -41 -2%
AWA
236
Arkadios Wealth Advisors
Georgia
$149K +$8.24K +100 +6%
HI
237
Harbour Investments
Wisconsin
$143K -$24.7K -299 -15%
SBL
238
Sargent Bickham Lagudis
Colorado
$133K
Franklin Resources
239
Franklin Resources
California
$124K
FRA
240
Front Row Advisors
California
$118K
AF
241
Allworth Financial
California
$115K +$102K +1,240 +805%
CCM
242
Covington Capital Management
California
$112K +$112K +1,362 New
AWM
243
AllSquare Wealth Management
New York
$110K
TFS
244
TrustCore Financial Services
Tennessee
$105K
GKWIM
245
Gerber Kawasaki Wealth & Investment Management
California
$102K -$28.6M -28,575 -100%
WT
246
Washington Trust
Rhode Island
$102K
NFG
247
Next Financial Group
Texas
$97K +$26.5K +322 +38%
IBOK
248
Independence Bank of Kentucky
Kentucky
$92K
HDIM
249
Hanson & Doremus Investment Management
Vermont
$91K +$45.5K +554 +100%
BWA
250
BDO Wealth Advisors
Florida
$88K