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iShares US Financials ETF

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
326
Hexagon Capital Partners
Arkansas
$62.3K
MTIC
327
Missouri Trust & Investment Company
Missouri
$62.3K
TSMHT
328
Thurston Springer Miller Herd & Titak
Indiana
$62.3K
DFA
329
DHJJ Financial Advisors
Illinois
$61.6K
RIA
330
Realta Investment Advisors
Delaware
$58.2K -$42.3K -393 -42%
CCA
331
Criterion Capital Advisors
Tennessee
$53.6K
CT
332
Colonial Trust
South Carolina
$52K
CTC
333
Central Trust Company
Missouri
$49.9K
AGWCA
334
Annis Gardner Whiting Capital Advisors
Florida
$47.6K
GWSG
335
GPS Wealth Strategies Group
Colorado
$45.3K +$17.5K +168 +63%
BWL
336
Bogart Wealth LLC
Virginia
$43.2K +$11K +106 +34%
SR
337
Syntax Research
Florida
$42K
CPA
338
Capital Performance Advisors
California
$40.5K +$40.5K +390 New
SWM
339
Sugarloaf Wealth Management
Georgia
$39.5K
WIM
340
Westside Investment Management
California
$39K
GTAM
341
Global Trust Asset Management
Florida
$38.4K
FP
342
Financial Perspectives
Minnesota
$35.9K
PA
343
Parallel Advisors
California
$34.5K +$3.12K +30 +10%
WWP
344
WR Wealth Planners
Missouri
$33.1K +$23.6K +227 +249%
CFFP
345
Center for Financial Planning
Michigan
$32.2K
RA
346
Rise Advisors
New York
$32K -$9.76K -94 -23%
MIM
347
MTM Investment Management
South Carolina
$31.4K
AAP
348
Arax Advisory Partners
Colorado
$31.2K -$46.1K -444 -60%
WPA
349
West Paces Advisors
Georgia
$30.7K
DCM
350
Davis Capital Management
Florida
$29.1K