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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.

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 %
AA
276
AlphaMark Advisors
Kentucky
$15K
PTC
277
Private Trust Company
Ohio
$15K +$14.4K +193 +2,757%
FIA
278
FNY Investment Advisers
New York
$14K +$14K +200 New
RLIM
279
Red Lighthouse Investment Management
New York
$13.8K
CAL
280
Capital Analysts LLC
Pennsylvania
$12K
GRP
281
Global Retirement Partners
California
$10K -$6.21K -85 -38%
TRCT
282
Tower Research Capital (TRC)
New York
$8.45K -$114K -1,524 -93%
KA
283
Kozak & Associates
Colorado
$7.87K +$7.87K +106 New
AA
284
Addison Advisors
Vermont
$7.48K
DAC
285
Dividend Assets Capital
South Carolina
$7K -$34.9K -449 -83%
FCMT
286
Founders Capital Management (Texas)
Texas
$6.5K +$6.5K +87 New
HIA
287
Harbor Investment Advisory
Maryland
$5.98K
IHWM
288
Iron Horse Wealth Management
Iowa
$5.98K +$5.98K +80 New
LOIP
289
Live Oak Investment Partners
Texas
$5.91K
MFT
290
Moisand Fitzgerald Tamayo
Florida
$5.68K +$5.68K +76 New
FPFS
291
First Personal Financial Services
North Carolina
$4.49K
CICI
292
Capital Investment Counsel Inc
North Carolina
$4.49K +$4.49K +60 New
FFA
293
Farther Finance Advisors
California
$4.41K +$374 +5 +9%
VWM
294
Venturi Wealth Management
Texas
$4.04K +$4.04K +54 New
GI
295
Gradient Investments
Minnesota
$2.84K
AF
296
Advisornet Financial
Minnesota
$2.76K
IA
297
IFP Advisors
Florida
$2.62K
RG
298
Retirement Group
California
$2.39K
FFA
299
Founders Financial Alliance
North Carolina
$2.24K
HBW
300
Hazlett, Burt & Watson
West Virginia
$2K