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iShares US Financials ETF

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
276
Park Avenue Securities
New York
$232K
WWC
277
Waypoint Wealth Counsel
Georgia
$228K +$831 +8 +0.4%
SWM
278
SeaCrest Wealth Management
New York
$227K +$104 +1 +0%
AWA
279
Adapt Wealth Advisors
Georgia
$223K
DWP
280
Daymark Wealth Partners
Ohio
$223K +$727 +7 +0.3%
MCC
281
Money Concepts Capital
Florida
$218K +$218K +2,094 New
IIA
282
IPG Investment Advisors
California
$217K +$217K +2,089 New
DC
283
Darrow Company
Massachusetts
$213K +$213K +2,054 New
AA
284
Advisory Alpha
Michigan
$209K +$209K +2,014 New
RCWM
285
Royal Capital Wealth Management
Indiana
$208K +$208K +2,000 New
FRA
286
Frank Rimerman Advisors
California
$207K +$207K +1,992 New
TI
287
Trexquant Investment
Connecticut
$206K +$206K +1,986 New
T
288
TNF
Montana
$206K +$206K +1,893 New
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$204K +$204K +1,964 New
SCM
290
Saxony Capital Management
Missouri
$204K +$204K +1,964 New
YIA
291
YHB Investment Advisors
Connecticut
$203K +$203K +1,950 New
DZ Bank
292
DZ Bank
Germany
$193K -$69.4K -668 -26%
TWC
293
TD Waterhouse Canada
Ontario, Canada
$183K
CA
294
Crewe Advisors
Utah
$180K +$180K +1,732 New
US Bancorp
295
US Bancorp
Minnesota
$172K
Franklin Resources
296
Franklin Resources
California
$162K
NS
297
NBC Securities
Alabama
$153K -$48K -463 -24%
HI
298
Harbour Investments
Wisconsin
$134K +$24.4K +235 +22%
BMC
299
Bear Mountain Capital
Washington
$130K
FRA
300
Front Row Advisors
California
$128K