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iShares US Financials ETF

301 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, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
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
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
251
Central Trust Company
Missouri
$35.9K
WIM
252
Westside Investment Management
California
$34.9K
AGWCA
253
Annis Gardner Whiting Capital Advisors
Florida
$34.4K +$34.4K +458 New
PA
254
Parallel Advisors
California
$32.9K
SR
255
Syntax Research
Florida
$30.2K +$30.2K +404 New
KFS
256
Kelly Financial Services
Massachusetts
$29.7K
SWM
257
Sugarloaf Wealth Management
Georgia
$28.4K
FP
258
Financial Perspectives
Minnesota
$25.8K -$3.97K -53 -13%
BWL
259
Bogart Wealth LLC
Virginia
$23.2K
CFFP
260
Center for Financial Planning
Michigan
$23.2K
ATC
261
Adirondack Trust Company
New York
$22.4K
MIM
262
MTM Investment Management
South Carolina
$22.4K
HT
263
Headlands Technologies
Illinois
$22.4K +$22.4K +300 New
NC
264
NewSquare Capital
Pennsylvania
$22.1K
BFEC
265
Benjamin F. Edwards & Company
Missouri
$21K
NMG
266
New Millennium Group
Utah
$20.3K
AWM
267
Atticus Wealth Management
Florida
$19.9K
AWM
268
Aspire Wealth Management
Massachusetts
$19.4K
NSIM
269
North Star Investment Management
Illinois
$19K
AIM
270
Anchor Investment Management
South Carolina
$17.7K
PCFFS
271
Pacific Center for Financial Services
California
$17.6K
SSWM
272
Sheets Smith Wealth Management
North Carolina
$16.4K +$16.4K +219 New
LWANC
273
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.1K
NRC
274
New Republic Capital
North Carolina
$16.1K
Legacy Financial Group (Iowa)
275
Legacy Financial Group (Iowa)
Iowa
$15.2K +$15.2K +203 New