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iShares US Financials ETF

358 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 101 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

28% more capital invested

Capital invested by funds: $1.21B → $1.55B (+$343M)

5% more funds holding

Funds holding: 340358 (+18)

0.64% more ownership

Funds ownership: 58.52%59.16% (+0.64%)

11% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 114

35% less call options, than puts

Call options by funds: $803K | Put options by funds: $1.23M

Holders
358
Holders Change
+18
Holders Change %
+5.29%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
45
Increased
101
Reduced
114
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
301
Hexagon Capital Partners
Arkansas
$57.4K
MTIC
302
Missouri Trust & Investment Company
Missouri
$57.4K
DFA
303
DHJJ Financial Advisors
Illinois
$56.7K
CCA
304
Criterion Capital Advisors
Tennessee
$54.1K +$178 +2 +0.4%
IBOK
305
Independence Bank of Kentucky
Kentucky
$53.1K -$5.34K -60 -10%
SWM
306
Spire Wealth Management
Virginia
$52.2K -$15.4K -173 -24%
NFSG
307
Newbridge Financial Services Group
Florida
$50.8K -$130K -1,455 -73%
CT
308
Colonial Trust
South Carolina
$47.8K
CTC
309
Central Trust Company
Missouri
$45.9K
AGWCA
310
Annis Gardner Whiting Capital Advisors
Florida
$43.8K
SR
311
Syntax Research
Florida
$38.6K
KFS
312
Kelly Financial Services
Massachusetts
$38.5K +$89 +1 +0.2%
RA
313
Rise Advisors
New York
$38.3K +$89 +1 +0.3%
SWM
314
Sugarloaf Wealth Management
Georgia
$36.3K
WIM
315
Westside Investment Management
California
$35.9K -$8.11K -91 -20%
FP
316
Financial Perspectives
Minnesota
$33K
GTAM
317
Global Trust Asset Management
Florida
$32K +$13.4K +150 +81%
IA
318
IFP Advisors
Florida
$31.9K
FFA
319
Farther Finance Advisors
California
$30.7K +$14K +157 +95%
BWL
320
Bogart Wealth LLC
Virginia
$29.7K
CFFP
321
Center for Financial Planning
Michigan
$29.7K
PA
322
Parallel Advisors
California
$28.9K
MIM
323
MTM Investment Management
South Carolina
$28.7K
WPA
324
West Paces Advisors
Georgia
$28.2K -$22.7K -255 -46%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$27K