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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.

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 Market Value Shares Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$9.18M 97,072 +4,460 +5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$9.13M 96,524 +19,118 +25%
PRS
28
Pinkerton Retirement Specialists
Idaho
$8.91M 94,171 +21,157 +29%
Stifel Financial
29
Stifel Financial
Missouri
$8.65M 91,480 +1,107 +1%
E
30
ETFidea
New York
$8.45M 89,334 -139 -0.2%
OIA
31
OneDigital Investment Advisors
Kansas
$8.43M 89,189 +5,167 +6%
UCFA
32
United Capital Financial Advisors
Texas
$8.14M 86,049 -25 -0%
Ameriprise
33
Ameriprise
Minnesota
$7.8M 82,481 +66 +0.1%
TC
34
TownSquare Capital
Utah
$7.6M 80,394 +9,645 +14%
MSAM
35
Moloney Securities Asset Management
Missouri
$7.59M 80,278 +37,205 +86%
NG
36
Norden Group
Utah
$7.54M 79,689 +9,837 +14%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$7.05M 74,577 -12,128 -14%
AWM
38
AE Wealth Management
Kansas
$6.36M 67,219 -3,809 -5%
FCFC
39
First Citizens Financial Corp
Iowa
$6.23M 65,912 -1,187 -2%
BCM
40
Brookstone Capital Management
Illinois
$5.7M 56,197 -2,756 -5%
SCA
41
Stillwater Capital Advisors
Pennsylvania
$5.31M 56,161 -122 -0.2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$5.11M 53,609 -42,593 -44%
CIA
43
Concurrent Investment Advisors
Florida
$5.08M 53,676 -1,112 -2%
TSW
44
Three Seasons Wealth
Utah
$4.53M 47,924 +3,138 +7%
SFS
45
Sharp Financial Services
Pennsylvania
$4.38M 46,266 +2,148 +5%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$4.31M 45,575 +6,463 +17%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$4.13M 43,630 +8,073 +23%
HA
48
HC Advisors
Georgia
$3.75M 39,691 +2,385 +6%
KF
49
KKM Financial
Illinois
$3.7M 40,809 +774 +2%
RAS
50
RPS Advisory Solutions
Kentucky
$3.5M 37,022 +37,022 New