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iShares US Financials ETF

294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
294
Holders Change
-21
Holders Change %
-6.67%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
75
Reduced
100
Closed
31
Calls
$4.58M
Puts
$797K
Net Calls
+$3.78M
Net Calls Change
+$1.54M
Name Market Value Shares Shares
Change
Shares
Change %
BWA
51
Beam Wealth Advisors
Louisiana
$1.97M 29,167 +543 +2%
EL
52
Essex LLC
Illinois
$1.83M 27,030 -415 -2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.81M 26,830 -18,466 -41%
PAG
54
Private Advisor Group
New Jersey
$1.74M 25,777 +963 +4%
GWM
55
Geneos Wealth Management
Colorado
$1.67M 24,717 -8,795 -26%
TRCT
56
Tower Research Capital (TRC)
New York
$1.62M 23,921 -8,508 -26%
HNB
57
Huntington National Bank
Ohio
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.57M 23,243 -1,302 -5%
FTUS
59
Flow Traders U.S.
New York
$1.53M 22,686 +2,987 +15%
DC
60
Davenport & Co
Virginia
$1.51M 22,304 -1,362 -6%
AWM
61
AE Wealth Management
Kansas
$1.48M 21,968 -12 -0.1%
WIP
62
WealthCare Investment Partners
Rhode Island
$1.44M 21,248 -2,574 -11%
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$1.42M 20,967 +20,967 New
AAS
64
Ameritas Advisory Services
Nebraska
$1.31M 19,357 +316 +2%
AFC
65
AFT Forsyth & Company
Florida
$1.29M 19,017 -166 -0.9%
BRWA
66
B. Riley Wealth Advisors
Florida
$1.26M 18,651 +2,270 +14%
MIA
67
MMBG Investment Advisors
Florida
$1.19M 17,600
FFS
68
Founders Financial Securities
Maryland
$1.16M 17,141 +12,319 +255%
RF
69
Rollins Financial
Georgia
$1.11M 16,365 -1,350 -8%
CC
70
Callan Capital
California
$1.08M 15,988 -444 -3%
AMC
71
Asset Management Corp
Illinois
$1.08M 15,944 -130 -0.8%
HTC
72
Haverford Trust Company
Pennsylvania
$1.06M 15,742 +15,742 New
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$1.05M 15,574 +136 +0.9%
Creative Planning
74
Creative Planning
Kansas
$1.04M 15,455 -46 -0.3%
SPC
75
Sigma Planning Corp
Michigan
$1.03M 15,290 -442 -3%