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iShares US Financials ETF

273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
82
Reduced
63
Closed
18
Calls
$2.1M
Puts
Net Calls
+$2.1M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
251
MUFG Americas
New York
$18K
LWANC
252
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
NFSG
253
Newbridge Financial Services Group
Florida
$15K +$15K +201 New
WCM
254
Wealthcare Capital Management
Virginia
$14K +$14K +186 New
Bessemer Group
255
Bessemer Group
New Jersey
$13K
BFEC
256
Benjamin F. Edwards & Company
Missouri
$13K
AF
257
Allworth Financial
California
$12K
CAL
258
Capital Analysts LLC
Pennsylvania
$12K
BW
259
Bison Wealth
Georgia
$12K
TRCT
260
Tower Research Capital (TRC)
New York
$11K -$1.35M -16,569 -99%
HS
261
Horan Securities
United States
$11K +$11K +142 New
PCG
262
Private Capital Group
Connecticut
$8K
MWM
263
Mascoma Wealth Management
New Hampshire
$8K +$8K +101 New
FMB
264
Field & Main Bank
Kentucky
$7K
GRP
265
Global Retirement Partners
California
$7K +$7K +100 New
HIA
266
Harbor Investment Advisory
Maryland
$6K
PK
267
Pflug Koory
Nebraska
$5K +$5K +62 New
FPFS
268
First Personal Financial Services
North Carolina
$4K
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$4K
RG
270
Retirement Group
California
$4K
AWG
271
Altus Wealth Group
Colorado
$3K -$15.2K -192 -83%
CIAS
272
Capital Investment Advisory Services
North Carolina
$3K
GLLW
273
Graves Light Lenhart Wealth
Virginia
$1K
SWM
274
Sugarloaf Wealth Management
Georgia
$31 +$30 +9,296 +2,213%
WIM
275
Westside Investment Management
California
$14