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iShares US Financials ETF

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Shares
Change %
FP
301
Financial Perspectives
Minnesota
$33.7K
MIM
302
MTM Investment Management
South Carolina
$33K
PB
303
Pinnacle Bancorp
Nebraska
$33K +$9.05K +107 +38%
CFFP
304
Center for Financial Planning
Michigan
$26K
CPA
305
Cardiff Park Advisors
California
$26K +$84 +1 +0.3%
ODG
306
O'Dell Group
Ohio
$24K
T
307
TCWP
Ohio
$24K +$24K +291 New
EW
308
Evoke Wealth
California
$22K
AWM
309
Aspire Wealth Management
Massachusetts
$22K
AWM
310
Atticus Wealth Management
Florida
$22K +$85 +1 +0.4%
NSIM
311
North Star Investment Management
Illinois
$21K
MA
312
MUFG Americas
New York
$20K
Optiver Holding
313
Optiver Holding
Netherlands
$18K -$53.1K -622 -75%
LWANC
314
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K
BFEC
315
Benjamin F. Edwards & Company
Missouri
$17K
PA
316
PSI Advisors
Florida
$14K
HS
317
Horan Securities
United States
$12K
GWS
318
Glassman Wealth Services
Virginia
$12K
CAAS
319
Capital Asset Advisory Services
Michigan
$12K +$2.07K +25 +21%
GRP
320
Global Retirement Partners
California
$10K +$10K +132 New
GWMIA
321
Global Wealth Management Investment Advisory
Florida
$9K +$9K +109 New
CP
322
Castleview Partners
Texas
$8K -$686K -8,569 -99%
FMB
323
Field & Main Bank
Kentucky
$8K
AA
324
Addison Advisors
Vermont
$8K
HIA
325
Harbor Investment Advisory
Maryland
$7K