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iShares US Financials ETF

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Shares
Change %
RPCONE
326
Retirement Planning Company of New England
Rhode Island
$16K +$16K +186 New
CAL
327
Capital Analysts LLC
Pennsylvania
$14K
PA
328
PSI Advisors
Florida
$14K
GWS
329
Glassman Wealth Services
Virginia
$12K +$12K +140 New
HS
330
Horan Securities
United States
$12K +$12K +142 New
TRCT
331
Tower Research Capital (TRC)
New York
$10K -$1.35M -15,426 -99%
CAAS
332
Capital Asset Advisory Services
Michigan
$10K -$31.8K -382 -76%
BW
333
Bison Wealth
Georgia
$10K -$4.11K -46 -29%
FMB
334
Field & Main Bank
Kentucky
$9K
AA
335
Addison Advisors
Vermont
$9K
GI
336
Gradient Investments
Minnesota
$9K +$9K +99 New
PCMC
337
Paragon Capital Management (Colorado)
Colorado
$8K +$8K +92 New
HIA
338
Harbor Investment Advisory
Maryland
$7K
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$2.9K +34 +71%
FPFS
340
First Personal Financial Services
North Carolina
$5K
PK
341
Pflug Koory
Nebraska
$5K
TC
342
Trust Company
Kansas
$5K +$5K +52 New
RG
343
Retirement Group
California
$4K
CWA
344
Clearview Wealth Advisors
Oregon
$2K +$2K +20 New
AssetMark Inc
345
AssetMark Inc
California
$1K
GLLW
346
Graves Light Lenhart Wealth
Virginia
$1K
VNA
347
Valley National Advisers
Pennsylvania
$1K
CP
348
Castleview Partners
Texas
$100 +$100 +8,669 New
WIM
349
Westside Investment Management
California
$25 +$8 +90 +45%
B
350
Barings
North Carolina
-$9.93M -120,298 Closed