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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 %
NRC
276
New Republic Capital
North Carolina
$16K
AA
277
AlphaMark Advisors
Kentucky
$15K
RLIM
278
Red Lighthouse Investment Management
New York
$13.7K
CAL
279
Capital Analysts LLC
Pennsylvania
$12K
FMP
280
Financial Management Professionals
Texas
$11K -$984K -12,879 -99%
HS
281
Horan Securities
United States
$10.6K
AA
282
Addison Advisors
Vermont
$7.46K
FBC
283
Fairfield, Bush & Co
Connecticut
$7.46K +$7.46K +100 New
HIA
284
Harbor Investment Advisory
Maryland
$5.97K
Fidelity International
285
Fidelity International
Bermuda
$5.6K +$5.6K +75 New
FPFS
286
First Personal Financial Services
North Carolina
$4.48K
FFA
287
Farther Finance Advisors
California
$4.03K +$2.91K +39 +260%
OP
288
ORG Partners
Indiana
$3.08K +$3.08K +41 New
GI
289
Gradient Investments
Minnesota
$2.84K
AF
290
Advisornet Financial
Minnesota
$2.75K
IA
291
IFP Advisors
Florida
$2.61K -$32.2K -432 -93%
RG
292
Retirement Group
California
$2.39K
FFA
293
Founders Financial Alliance
North Carolina
$2.24K
HBW
294
Hazlett, Burt & Watson
West Virginia
$2K
IGWM
295
ICA Group Wealth Management
Colorado
$1.87K -$746 -10 -29%
TF
296
TimeScale Financial
Massachusetts
$1.45K
AW
297
Avion Wealth
Texas
$1K
VNA
298
Valley National Advisers
Pennsylvania
$1K
RFA
299
Register Financial Advisors
Georgia
$597
PTC
300
Private Trust Company
Ohio
$522 -$4.55K -61 -90%