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iShares US Financials ETF

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
CSC
301
Caldwell Sutter Capital
California
$60.6K
IA
302
IFP Advisors
Florida
$59.9K +$28.3K +299 +90%
JWA
303
JFS Wealth Advisors
Pennsylvania
$59.3K +$189 +2 +0.3%
HCP
304
Hexagon Capital Partners
Arkansas
$56.7K
MTIC
305
Missouri Trust & Investment Company
Missouri
$56.7K
TSMHT
306
Thurston Springer Miller Herd & Titak
Indiana
$56.7K +$56.7K +600 New
DFA
307
DHJJ Financial Advisors
Illinois
$56.1K
CCA
308
Criterion Capital Advisors
Tennessee
$53.6K +$189 +2 +0.4%
SWM
309
Spire Wealth Management
Virginia
$53.5K +$1.8K +19 +3%
CT
310
Colonial Trust
South Carolina
$47.3K
NFSG
311
Newbridge Financial Services Group
Florida
$45.6K -$4.63K -49 -9%
CTC
312
Central Trust Company
Missouri
$45.4K
AGWCA
313
Annis Gardner Whiting Capital Advisors
Florida
$43.3K
SR
314
Syntax Research
Florida
$38.2K
KFS
315
Kelly Financial Services
Massachusetts
$38.2K +$189 +2 +0.5%
RA
316
Rise Advisors
New York
$38K +$189 +2 +0.5%
IBOK
317
Independence Bank of Kentucky
Kentucky
$37.4K -$15.1K -160 -29%
SWM
318
Sugarloaf Wealth Management
Georgia
$35.9K
WIM
319
Westside Investment Management
California
$35.5K
GTAM
320
Global Trust Asset Management
Florida
$35K +$3.31K +35 +10%
FP
321
Financial Perspectives
Minnesota
$32.7K
BNP Paribas Financial Markets
322
BNP Paribas Financial Markets
France
$30.6K -$30.3K -320 -50%
BWL
323
Bogart Wealth LLC
Virginia
$29.3K
CFFP
324
Center for Financial Planning
Michigan
$29.3K
PA
325
Parallel Advisors
California
$28.6K