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iShares US Financials ETF

195 hedge funds and large institutions have $1.19B invested in iShares US Financials ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $864K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $917M → $1.19B (+$277M)

12.57% more ownership

Funds ownership: 108.37%120.94% (+13%)

3% more funds holding

Funds holding: 190195 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 62

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
55
Reduced
62
Closed
16
Calls
$2.12M
Puts
$864K
Net Calls
+$1.25M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$2.34M -$285K -5,226 -11%
SG
52
Somerset Group
Minnesota
$2.33M -$2.18K -40 -0.1%
FTS
53
Fifth Third Securities
Ohio
$2.27M -$1.14M -20,862 -34%
VFA
54
Voya Financial Advisors
Connecticut
$2.25M +$1.16M +21,286 +112%
PIA
55
Peachtree Investment Advisors
Georgia
$2.19M +$54K +990 +3%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$2.16M -$188K -3,444 -8%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.09M -$133K -2,432 -6%
Citigroup
58
Citigroup
New York
$1.99M -$145K -2,654 -7%
IA
59
IFP Advisors
Florida
$1.84M +$44.4K +814 +3%
SPC
60
Sigma Planning Corp
Michigan
$1.82M -$35K -642 -2%
MCM
61
Murphy Capital Management
New Jersey
$1.77M -$43.6K -800 -2%
KA
62
Kovack Advisors
Florida
$1.68M -$709K -12,996 -30%
CC
63
Callan Capital
California
$1.64M +$29.7K +544 +2%
BTIS
64
BB&T Investment Services
North Carolina
$1.64M -$17.4K -320 -1%
AW
65
ACG Wealth
Georgia
$1.58M
CCA
66
Clearwater Capital Advisors
Illinois
$1.57M +$124K +2,272 +9%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$1.44M -$32.8K -602 -2%
KIA
68
KCM Investment Advisors
California
$1.31M +$2.18K +40 +0.2%
Comerica Bank
69
Comerica Bank
Texas
$1.26M
BTS
70
BB&T Securities
Virginia
$1.26M +$98.6K +1,808 +9%
CS
71
Comerica Securities
Michigan
$1.21M +$38.9K +714 +3%
MHS
72
M Holdings Securities
Oregon
$1.17M +$40.2K +738 +4%
ACP
73
Aveo Capital Partners
Colorado
$1.05M -$437K -8,014 -30%
EDRH
74
Edmond de Rothschild Holding
Switzerland
$977K
Bank of New York Mellon
75
Bank of New York Mellon
New York
$958K +$932K +17,098 New