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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
CT
251
Colonial Trust
South Carolina
$37.4K
CTC
252
Central Trust Company
Missouri
$35.9K
WIM
253
Westside Investment Management
California
$34.9K
AGWCA
254
Annis Gardner Whiting Capital Advisors
Florida
$34.4K +$35.3K +458 New
PA
255
Parallel Advisors
California
$32.9K
SR
256
Syntax Research
Florida
$30.2K +$31.1K +404 New
KFS
257
Kelly Financial Services
Massachusetts
$29.7K
SWM
258
Sugarloaf Wealth Management
Georgia
$28.4K
FP
259
Financial Perspectives
Minnesota
$25.8K -$4.08K -53 -13%
BWL
260
Bogart Wealth LLC
Virginia
$23.2K
CFFP
261
Center for Financial Planning
Michigan
$23.2K
ATC
262
Adirondack Trust Company
New York
$22.4K
MIM
263
MTM Investment Management
South Carolina
$22.4K
HT
264
Headlands Technologies
Illinois
$22.4K +$23.1K +300 New
NC
265
NewSquare Capital
Pennsylvania
$22.1K
BFEC
266
Benjamin F. Edwards & Company
Missouri
$21K
NMG
267
New Millennium Group
Utah
$20.3K
AWM
268
Atticus Wealth Management
Florida
$19.9K
AWM
269
Aspire Wealth Management
Massachusetts
$19.4K
NSIM
270
North Star Investment Management
Illinois
$19K
AIM
271
Anchor Investment Management
South Carolina
$17.7K
PCFFS
272
Pacific Center for Financial Services
California
$17.6K
SSWM
273
Sheets Smith Wealth Management
North Carolina
$16.4K +$16.9K +219 New
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.1K
NRC
275
New Republic Capital
North Carolina
$16.1K