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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.

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 Market Value Shares Shares
Change
Shares
Change %
PP
26
Patten & Patten
Tennessee
$12.8M 123,515 -815 -0.7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$12.8M 123,379 -1,800 -1%
XF
28
XML Financial
Maryland
$11.6M 111,605 +4,314 +4%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$11.5M 110,808 +2,792 +3%
KAS
30
Kestra Advisory Services
Texas
$11.4M 109,691 -1,610 -1%
OIA
31
OneDigital Investment Advisors
Kansas
$10.7M 103,092 +13,903 +16%
RJA
32
Raymond James & Associates
Florida
$10.4M 100,471 +3,399 +4%
MWM
33
MinichMacGregor Wealth Management
New York
$9.74M 93,757 +93,757 New
Stifel Financial
34
Stifel Financial
Missouri
$9.72M 93,520 +2,040 +2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$9.67M 93,023 -3,501 -4%
PRS
36
Pinkerton Retirement Specialists
Idaho
$9.5M 91,446 -2,725 -3%
E
37
ETFidea
New York
$9.35M 89,954 +620 +0.7%
Ameriprise
38
Ameriprise
Minnesota
$9.12M 87,729 +5,248 +6%
TC
39
TownSquare Capital
Utah
$8.74M 84,146 +3,752 +5%
NG
40
Norden Group
Utah
$8.66M 83,331 +3,642 +5%
UCFA
41
United Capital Financial Advisors
Texas
$8.65M 83,207 -2,842 -3%
MSAM
42
Moloney Securities Asset Management
Missouri
$8.55M 82,273 +1,995 +2%
AWM
43
AE Wealth Management
Kansas
$7.3M 70,287 +3,068 +5%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$7.08M 68,095 -6,482 -9%
FCFC
45
First Citizens Financial Corp
Iowa
$6.74M 64,869 -1,043 -2%
TSW
46
Three Seasons Wealth
Utah
$6.06M 58,314 +10,390 +22%
SA
47
Sanctuary Advisors
Indiana
$6.04M 51,301 +23,698 +86%
BCM
48
Brookstone Capital Management
Illinois
$5.56M 53,499 -2,698 -5%
CIA
49
Concurrent Investment Advisors
Florida
$5.46M 52,525 -1,151 -2%
SCA
50
Stillwater Capital Advisors
Pennsylvania
$5.32M 51,157 -5,004 -9%