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iShares US Financials ETF

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Shares
Change %
CSC
276
Caldwell Sutter Capital
California
$54.7K
CFGS
277
Concourse Financial Group Securities
Alabama
$54.2K
JWA
278
JFS Wealth Advisors
Pennsylvania
$53.2K +$513 +6 +1%
IBOK
279
Independence Bank of Kentucky
Kentucky
$52.5K -$23.5K -275 -31%
PB
280
Pinnacle Bancorp
Nebraska
$51.3K
HCP
281
Hexagon Capital Partners
Arkansas
$51.2K
MTIC
282
Missouri Trust & Investment Company
Missouri
$51.2K
DFA
283
DHJJ Financial Advisors
Illinois
$50.6K
CCA
284
Criterion Capital Advisors
Tennessee
$48.1K +$48.1K +563 New
HI
285
Harbour Investments
Wisconsin
$47.2K
WPA
286
West Paces Advisors
Georgia
$47K
CT
287
Colonial Trust
South Carolina
$42.7K
CTC
288
Central Trust Company
Missouri
$41K
WIM
289
Westside Investment Management
California
$39.9K
AGWCA
290
Annis Gardner Whiting Capital Advisors
Florida
$39.1K
SR
291
Syntax Research
Florida
$34.5K
KFS
292
Kelly Financial Services
Massachusetts
$34.3K +$342 +4 +1%
RA
293
Rise Advisors
New York
$34.1K -$16.7K -195 -33%
SWM
294
Sugarloaf Wealth Management
Georgia
$32.5K
RIL
295
Rothschild Investment LLC
Illinois
$32.1K +$32.1K +376 New
FP
296
Financial Perspectives
Minnesota
$29.5K
IA
297
IFP Advisors
Florida
$28.5K +$25.5K +299 +854%
CFFP
298
Center for Financial Planning
Michigan
$26.5K
BWL
299
Bogart Wealth LLC
Virginia
$26.5K
DCM
300
Davis Capital Management
Florida
$25.9K +$25.9K +303 New