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iShares US Financials ETF

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$85.4K +$1.05K +14 +1%
HDIM
227
Hanson & Doremus Investment Management
Vermont
$83K
PG
228
Prostatis Group
Maryland
$81.8K +$81.8K +81,847 New
FAM
229
Family Asset Management
South Carolina
$81.1K -$83.3K -1,116 -51%
AF
230
Allworth Financial
California
$79.2K
WT
231
Whittier Trust
California
$78.3K
CWM
232
Compass Wealth Management
Connecticut
$74.6K -$11.2K -150 -13%
IBOK
233
Independence Bank of Kentucky
Kentucky
$71.3K
BWA
234
BDO Wealth Advisors
Florida
$70.7K
CTA
235
Colonial Trust Advisors
South Carolina
$69K
1832 Asset Management
236
1832 Asset Management
Ontario, Canada
$62.8K -$105K -1,411 -63%
JFGIW
237
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.1K +$58.1K +779 New
LWP
238
Lumature Wealth Partners
Georgia
$56.7K
MAWCM
239
Mine & Arao Wealth Creation & Management
California
$56.4K +$224 +3 +0.4%
AAP
240
Arax Advisory Partners
Colorado
$55K +$149 +2 +0.3%
HI
241
Harbour Investments
Wisconsin
$53.3K +$75 +1 +0.1%
CSC
242
Caldwell Sutter Capital
California
$47.8K
CFGS
243
Concourse Financial Group Securities
Alabama
$47.4K
JWA
244
JFS Wealth Advisors
Pennsylvania
$46K +$149 +2 +0.3%
PB
245
Pinnacle Bancorp
Nebraska
$44.8K
HCP
246
Hexagon Capital Partners
Arkansas
$44.8K
MTIC
247
Missouri Trust & Investment Company
Missouri
$44.8K +$44.8K +600 New
RA
248
Rise Advisors
New York
$44.3K +$149 +2 +0.3%
WPA
249
West Paces Advisors
Georgia
$41K +$41K +550 New
DAC
250
Dividend Assets Capital
South Carolina
$40K +$40K +539 New