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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.

New
Increased
Maintained
Reduced
Closed
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 %
MIM
326
MTM Investment Management
South Carolina
$28.4K
WPA
327
West Paces Advisors
Georgia
$27.9K
DCM
328
Davis Capital Management
Florida
$26.6K
BFEC
329
Benjamin F. Edwards & Company
Missouri
$26K
AWM
330
Atticus Wealth Management
Florida
$25.5K +$94 +1 +0.4%
GWSG
331
GPS Wealth Strategies Group
Colorado
$25.3K +$20.6K +218 +436%
AWM
332
Aspire Wealth Management
Massachusetts
$24.6K
RIL
333
Rothschild Investment LLC
Illinois
$24.6K
NSIM
334
North Star Investment Management
Illinois
$24.1K +$94 +1 +0.4%
PCFFS
335
Pacific Center for Financial Services
California
$22.3K
AA
336
AlphaMark Advisors
Kentucky
$19K
PTC
337
Private Trust Company
Ohio
$18.9K
ATPW
338
Ashton Thomas Private Wealth
Arizona
$17.7K +$17.7K +187 New
RLIM
339
Red Lighthouse Investment Management
New York
$17.4K
PA
340
Pineridge Advisors
Missouri
$16.9K +$16.9K +179 New
CJ
341
Caitlin John
Michigan
$16.7K
SAM
342
Smartleaf Asset Management
Massachusetts
$16.6K -$1.14M -12,125 -99%
EW
343
Element Wealth
Mississippi
$16.5K +$16.5K +174 New
NMG
344
New Millennium Group
Utah
$16K +$16K +169 New
AIM
345
Anchor Investment Management
South Carolina
$15.6K -$6.81K -72 -30%
CAL
346
Capital Analysts LLC
Pennsylvania
$15K
KWAG
347
Kiely Wealth Advisory Group
North Carolina
$11.6K
FCA
348
FinTrust Capital Advisors
South Carolina
$10.8K +$10.8K +114 New
TRCT
349
Tower Research Capital (TRC)
New York
$10.7K -$97.3K -1,029 -90%
CAS
350
Coppell Advisory Solutions
Texas
$10.7K +$10.7K +113 New