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iShares US Financials ETF

301 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
226
Whittier Trust
California
$78.5K
S
227
SignatureFD
Georgia
$75.6K -$74.3K -993 -50%
RIA
228
Realta Investment Advisors
Delaware
$75.3K -$18.7K -250 -20%
CWM
229
Compass Wealth Management
Connecticut
$74.8K
CTA
230
Colonial Trust Advisors
South Carolina
$69.2K
IBOK
231
Independence Bank of Kentucky
Kentucky
$66.5K -$4.86K -65 -7%
FAM
232
Family Asset Management
South Carolina
$62.2K -$19.1K -255 -23%
JFGIW
233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.5K
SWM
234
Spire Wealth Management
Virginia
$58.2K -$37.2K -498 -39%
PWA
235
Provenance Wealth Advisors
Florida
$57.4K +$57.4K +768 New
AAP
236
Arax Advisory Partners
Colorado
$55.1K
MAWCM
237
Mine & Arao Wealth Creation & Management
California
$53.7K -$2.84K -38 -5%
WTA
238
Washington Trust Advisors
Massachusetts
$48.6K +$48.6K +650 New
CSC
239
Caldwell Sutter Capital
California
$47.9K
CFGS
240
Concourse Financial Group Securities
Alabama
$47.7K
JWA
241
JFS Wealth Advisors
Pennsylvania
$46.1K
PB
242
Pinnacle Bancorp
Nebraska
$44.9K
HCP
243
Hexagon Capital Partners
Arkansas
$44.9K
MTIC
244
Missouri Trust & Investment Company
Missouri
$44.9K
RA
245
Rise Advisors
New York
$44.4K
DFA
246
DHJJ Financial Advisors
Illinois
$44.3K +$44.3K +593 New
HI
247
Harbour Investments
Wisconsin
$41.3K -$12.2K -163 -23%
WPA
248
West Paces Advisors
Georgia
$41.1K
AWM
249
AllSquare Wealth Management
New York
$39.9K -$59.8K -800 -60%
CT
250
Colonial Trust
South Carolina
$37.4K