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iShares US Financials ETF

302 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, 51 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $942K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $901M → $1.07B (+$169M)

9.07% more ownership

Funds ownership: 50.45%59.52% (+9.1%)

0% more funds holding

Funds holding: 301302 (+1)

54% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 111

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.79%
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
51
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$79.4K
WT
227
Whittier Trust
California
$78.5K
S
228
SignatureFD
Georgia
$75.6K -$76.5K -993 -50%
RIA
229
Realta Investment Advisors
Delaware
$75.3K -$19.3K -250 -20%
CWM
230
Compass Wealth Management
Connecticut
$74.8K
CTA
231
Colonial Trust Advisors
South Carolina
$69.2K
IBOK
232
Independence Bank of Kentucky
Kentucky
$66.5K -$5.01K -65 -7%
FAM
233
Family Asset Management
South Carolina
$62.2K -$19.7K -255 -23%
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.5K
SWM
235
Spire Wealth Management
Virginia
$58.2K -$38.4K -498 -39%
PWA
236
Provenance Wealth Advisors
Florida
$57.4K +$59.2K +768 New
AAP
237
Arax Advisory Partners
Colorado
$55.1K
MAWCM
238
Mine & Arao Wealth Creation & Management
California
$53.7K -$2.93K -38 -5%
WTA
239
Washington Trust Advisors
Massachusetts
$48.6K +$50.1K +650 New
CSC
240
Caldwell Sutter Capital
California
$47.9K
CFGS
241
Concourse Financial Group Securities
Alabama
$47.7K
JWA
242
JFS Wealth Advisors
Pennsylvania
$46.1K
PB
243
Pinnacle Bancorp
Nebraska
$44.9K
HCP
244
Hexagon Capital Partners
Arkansas
$44.9K
MTIC
245
Missouri Trust & Investment Company
Missouri
$44.9K
RA
246
Rise Advisors
New York
$44.4K
DFA
247
DHJJ Financial Advisors
Illinois
$44.3K +$45.7K +593 New
HI
248
Harbour Investments
Wisconsin
$41.3K -$12.6K -163 -23%
WPA
249
West Paces Advisors
Georgia
$41.1K
AWM
250
AllSquare Wealth Management
New York
$39.9K -$61.7K -800 -60%