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iShares US Financials ETF
291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
237% more call options, than puts
Call options by funds: $3.04M | Put options by funds: $903K
0.62% less ownership
Funds ownership: 49.95% → 49.34% (-0.62%)
9% less funds holding
Funds holding: 320 → 291 (-29)
12% less capital invested
Capital invested by funds: $1B → $883M (-$119M)
21% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 109
55% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 42
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.04M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M
Top Buyers
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$9.52M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$5.67M |
| 3 |
WT
Washington Trust
Westerly,
Rhode Island
|
+$4.68M |
| 4 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$4.62M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.07M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
326
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$93.9K | -1,244 | Closed |
|
|
TFGT
327
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$81K | -1,075 | Closed |
|
|
BCV
328
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$44K | -580 | Closed |
|
|
ZIG
329
Zullo Investment Group
Scranton,
Pennsylvania
| – | -$41.2K | -545 | Closed |
|
|
EE
330
EWG Elevate
Roseville,
California
| – | -$24.3K | -322 | Closed |
|
|
IFAM
331
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$22.6K | -300 | Closed |
|
|
USCWA
332
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$11K | -146 | Closed |
|
333
HSBC Holdings
London,
United Kingdom
| – | -$736K | – | – |
|