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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 %
PA
301
Parallel Advisors
California
$25.8K -$11.8K -138 -31%
MIM
302
MTM Investment Management
South Carolina
$25.6K
BFEC
303
Benjamin F. Edwards & Company
Missouri
$24K
AWM
304
Atticus Wealth Management
Florida
$22.9K +$256 +3 +1%
AWM
305
Aspire Wealth Management
Massachusetts
$22.2K
NSIM
306
North Star Investment Management
Illinois
$21.7K
AIM
307
Anchor Investment Management
South Carolina
$20.2K
PCFFS
308
Pacific Center for Financial Services
California
$20.2K
LWANC
309
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.4K
PTC
310
Private Trust Company
Ohio
$17.1K
AA
311
AlphaMark Advisors
Kentucky
$17K
CJ
312
Caitlin John
Michigan
$16.8K +$16.8K +197 New
GTAM
313
Global Trust Asset Management
Florida
$15.8K +$15.8K +185 New
RLIM
314
Red Lighthouse Investment Management
New York
$15.7K
NMG
315
New Millennium Group
Utah
$14.5K -$8.68K -102 -37%
FFA
316
Farther Finance Advisors
California
$14.2K +$9.14K +107 +181%
CAS
317
Coppell Advisory Solutions
Texas
$13.8K +$13.8K +162 New
CAL
318
Capital Analysts LLC
Pennsylvania
$13K
NC
319
NewSquare Capital
Pennsylvania
$12.3K -$13K -152 -51%
GRP
320
Global Retirement Partners
California
$11.5K
KWAG
321
Kiely Wealth Advisory Group
North Carolina
$10.5K +$10.5K +120 New
AA
322
Addison Advisors
Vermont
$8.54K
FBC
323
Fairfield, Bush & Co
Connecticut
$8.54K +$8.54K +100 New
DAC
324
Dividend Assets Capital
South Carolina
$8K
FCMT
325
Founders Capital Management (Texas)
Texas
$7.43K