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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 %
DC
326
DeDora Capital
California
$6K +$6K +66 New
FPFS
327
First Personal Financial Services
North Carolina
$5K
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$2.83K -34 -41%
TC
329
Trust Company
Kansas
$4K
EWA
330
EverSource Wealth Advisors
Alabama
$4K +$4K +50 New
GIA
331
Goodwin Investment Advisory
Georgia
$3K -$80.7K -1,130 -96%
GI
332
Gradient Investments
Minnesota
$3K -$4.82K -61 -62%
RG
333
Retirement Group
California
$3K -$1.5K -16 -33%
HBW
334
Hazlett, Burt & Watson
West Virginia
$3K +$3K +30 New
AF
335
Advisornet Financial
Minnesota
$3K +$3K +36 New
CWA
336
Clearview Wealth Advisors
Oregon
$2K
GLLW
337
Graves Light Lenhart Wealth
Virginia
$1K
AssetMark Inc
338
AssetMark Inc
California
$1K
VNA
339
Valley National Advisers
Pennsylvania
$1K
TF
340
TimeScale Financial
Massachusetts
$1K +$1K +17 New
LWMNY
341
Landmark Wealth Management (New York)
New York
$599 +$599 +599 New
WIM
342
Westside Investment Management
California
$32 +$8 +100 +34%
PWS
343
Paragon Wealth Strategies
Florida
-$11.7M -134,774 Closed
Renaissance Technologies
344
Renaissance Technologies
New York
-$1.97M -22,700 Closed
Barclays
345
Barclays
United Kingdom
-$1.24M -14,329 Closed
FTS
346
Fifth Third Securities
Ohio
-$1.19M -13,739 Closed
BCM
347
Brookstone Capital Management
Illinois
-$1.25M -13,738 Closed
Northern Trust
348
Northern Trust
Illinois
-$849K -9,792 Closed
SEIA
349
Signature Estate & Investment Advisors
California
-$782K -9,022 Closed
AA
350
Advisory Alpha
Michigan
-$776K -8,950 Closed