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iShares US Financials ETF

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
Compass Wealth Management
Connecticut
$81.8K
FHA
227
First Horizon Advisors
Tennessee
$80.5K -$17K -239 -17%
HDIM
228
Hanson & Doremus Investment Management
Vermont
$79K
AF
229
Allworth Financial
California
$75.5K
WT
230
Whittier Trust
California
$74.7K
IBOK
231
Independence Bank of Kentucky
Kentucky
$67.9K
BWA
232
BDO Wealth Advisors
Florida
$67.4K -$8.04K -113 -11%
CTA
233
Colonial Trust Advisors
South Carolina
$65.8K
IA
234
IFP Advisors
Florida
$55.8K -$311K -2,606 -85%
LWP
235
Lumature Wealth Partners
Georgia
$54.1K
MAWCM
236
Mine & Arao Wealth Creation & Management
California
$53.6K +$285 +4 +0.5%
AAP
237
Arax Advisory Partners
Colorado
$52.3K +$142 +2 +0.3%
HI
238
Harbour Investments
Wisconsin
$50.8K -$4.63K -65 -8%
AIM
239
Anchor Investment Management
South Carolina
$50.2K
CSC
240
Caldwell Sutter Capital
California
$45.6K
CFGS
241
Concourse Financial Group Securities
Alabama
$45.2K
JWA
242
JFS Wealth Advisors
Pennsylvania
$43.7K +$213 +3 +0.5%
PB
243
Pinnacle Bancorp
Nebraska
$42.8K +$7.83K +110 +22%
HCP
244
Hexagon Capital Partners
Arkansas
$42.7K
RA
245
Rise Advisors
New York
$42.1K +$213 +3 +0.5%
MHR
246
Matthew Hamilton Rosenberg
$40.4K
TFP
247
Tilia Fiduciary Partners
North Carolina
$37.7K +$213 +3 +0.6%
CT
248
Colonial Trust
South Carolina
$35.6K
CTC
249
Central Trust Company
Missouri
$34.1K
ATC
250
Adirondack Trust Company
New York
$33.4K