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iShares US Financials ETF

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
251
Whittier Trust
California
$87K
TFGT
252
TS Financial Group (TSFG)
Illinois
$86K +$16.5K +201 +24%
RFA
253
Reilly Financial Advisors
California
$83K
EVM
254
Eaton Vance Management
Massachusetts
$81K +$19.3K +234 +31%
FWM
255
Filbrandt Wealth Management
Wisconsin
$74K
Bank Julius Baer & Co
256
Bank Julius Baer & Co
Switzerland
$74K +$74K +900 New
SSB
257
Sandy Spring Bank
Maryland
$71K
FFA
258
Founders Financial Alliance
North Carolina
$66K
LWP
259
Lumature Wealth Partners
Georgia
$63K
MAWCM
260
Mine & Arao Wealth Creation & Management
California
$60K
CI
261
CX Institutional
Indiana
$58K -$35.7K -429 -38%
Optiver Holding
262
Optiver Holding
Netherlands
$52K +$52K +626 New
RIM
263
Rockbridge Investment Management
New York
$50K
HCP
264
Hexagon Capital Partners
Arkansas
$50K
US Bancorp
265
US Bancorp
Minnesota
$48K -$14.3K -174 -23%
PCFFS
266
Pacific Center for Financial Services
California
$48K
JPLA
267
Joseph P. Lucia & Associates
New York
$47K
MHR
268
Matthew Hamilton Rosenberg
$47K +$47K +568 New
FHA
269
First Horizon Advisors
Tennessee
$46K
TCWM
270
Total Clarity Wealth Management
Illinois
$46K +$46K +554 New
CAAS
271
Capital Asset Advisory Services
Michigan
$41K -$10K -123 -20%
EI
272
Ellevest Inc
New York
$41K +$41K +500 New
KFS
273
Kelly Financial Services
Massachusetts
$39.7K -$2.66M -32,182 -99%
JCM
274
Jacobi Capital Management
Pennsylvania
$38K +$10.1K +122 +36%
SWM
275
Sugarloaf Wealth Management
Georgia
$35K