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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.

New
Increased
Maintained
Reduced
Closed
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 %
TFP
251
Tilia Fiduciary Partners
North Carolina
$39.7K +$149 +2 +0.4%
CT
252
Colonial Trust
South Carolina
$37.3K
CTC
253
Central Trust Company
Missouri
$35.8K
WIM
254
Westside Investment Management
California
$34.8K
PA
255
Parallel Advisors
California
$32.8K
KM
256
Kalos Management
Georgia
$31.9K
WP
257
WealthPLAN Partners
Nebraska
$30.9K
FP
258
Financial Perspectives
Minnesota
$29.7K
KFS
259
Kelly Financial Services
Massachusetts
$29.6K +$75 +1 +0.3%
SWM
260
Sugarloaf Wealth Management
Georgia
$28.4K -$2.98K -40 -10%
ATC
261
Adirondack Trust Company
New York
$23.8K -$13.5K -170 -36%
CFFP
262
Center for Financial Planning
Michigan
$23.1K
BWL
263
Bogart Wealth LLC
Virginia
$23.1K
MIM
264
MTM Investment Management
South Carolina
$22.4K
NC
265
NewSquare Capital
Pennsylvania
$22.1K
BFEC
266
Benjamin F. Edwards & Company
Missouri
$21K +$6K +80 +40%
Simplex Trading
267
Simplex Trading
Illinois
$21K +$21K +285 New
NMG
268
New Millennium Group
Utah
$20.3K -$3.24M -43,671 -99%
AWM
269
Atticus Wealth Management
Florida
$19.8K +$75 +1 +0.4%
AWM
270
Aspire Wealth Management
Massachusetts
$19.4K
NSIM
271
North Star Investment Management
Illinois
$18.9K
AIM
272
Anchor Investment Management
South Carolina
$17.7K -$34.9K -468 -66%
PCFFS
273
Pacific Center for Financial Services
California
$17.6K
GRP
274
Global Retirement Partners
California
$16.6K -$7.46K -100 -31%
LWANC
275
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.1K