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iShares US Financials ETF

210 hedge funds and large institutions have $568M invested in iShares US Financials ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 88 reducing their positions, and 80 closing their positions.

Holders
210
Holders Change
-69
Holders Change %
-24.73%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
44
Reduced
88
Closed
80
Calls
$2.92M
Puts
$1M
Net Calls
+$1.92M
Net Calls Change
+$2M
Name Market Value Shares Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.33M 13,701 +489 +4%
CS
52
Credit Suisse
Switzerland
$1.28M 13,194 -16,574 -56%
FAAS
53
First Allied Advisory Services
California
$1.24M 12,761 -4,034 -24%
DC
54
Davenport & Co
Virginia
$1.23M 12,656 +756 +6%
Calamos Advisors
55
Calamos Advisors
Illinois
$1.22M 12,500 +12,500 New
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12M 11,519 -16,605 -59%
SFG
58
Sowa Financial Group
Rhode Island
$1.11M 11,429 -17,371 -60%
AW
59
ACG Wealth
Georgia
$1.1M 11,319 -59 -0.5%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.06M 10,935 -2,500 -19%
Citigroup
61
Citigroup
New York
$1.04M 10,727 -2,703 -20%
SWP
62
Stratos Wealth Partners
Ohio
$1.02M 10,469 +1,723 +20%
CC
63
Callan Capital
California
$1.01M 10,426 -250 -2%
CWM
64
Chesapeake Wealth Management
Virginia
$1.01M 10,398 -345 -3%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$1.01M 10,397 -670 -6%
TRCT
66
Tower Research Capital (TRC)
New York
$969K 9,964 +3,030 +44%
BWA
67
Beam Wealth Advisors
Louisiana
$952K 9,781 +9,781 New
SF
68
Synovus Financial
Georgia
$945K 9,668 +389 +4%
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$938K 9,643 +1,395 +17%
SPIA
70
Steward Partners Investment Advisory
New York
$877K 9,019 +1,433 +19%
Truist Financial
71
Truist Financial
North Carolina
$842K 8,656 -16,110 -65%
MCM
72
Magnolia Capital Management
New York
$802K 8,245 +475 +6%
SFPG
73
Stonebridge Financial Planning Group
Florida
$799K 7,662 -984 -11%
BAM
74
Bellevue Asset Management
Washington
$799K 7,636 -239 -3%
KIA
75
KCM Investment Advisors
California
$777K 7,989 -3,621 -31%