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iShares US Financials ETF

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$2.82M 32,965 -1,170 -3%
CFO
52
Colony Family Offices
North Carolina
$2.78M 32,591 +32,591 New
TSW
53
Three Seasons Wealth
Utah
$2.65M 31,038 +31,038 New
SG
54
Somerset Group
Minnesota
$2.44M 28,619 +45 +0.2%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.35M 27,544 +14,493 +111%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.28M 26,680 -2,021 -7%
GWM
57
Geneos Wealth Management
Colorado
$2.13M 24,955 -208 -0.8%
GKWIM
58
Gerber Kawasaki Wealth & Investment Management
California
$2.08M 24,321 -753 -3%
SCA
59
Snowden Capital Advisors
New York
$2.03M 23,818 -4,335 -15%
Citadel Advisors
60
Citadel Advisors
Florida
$1.94M 22,749 +16,769 +280%
DC
61
Davenport & Co
Virginia
$1.84M 21,599 -2,368 -10%
KA
62
Kovack Advisors
Florida
$1.81M 21,164 -83 -0.4%
KF
63
KKM Financial
Illinois
$1.69M 19,776 +19,776 New
Corient Private Wealth
64
Corient Private Wealth
Florida
$1.6M 18,760 +2,219 +13%
Mariner
65
Mariner
Kansas
$1.6M 18,691 -765 -4%
EH
66
Equitable Holdings
New York
$1.57M 18,403 +12,214 +197%
FFS
67
Founders Financial Securities
Maryland
$1.57M 18,354 +297 +2%
MIA
68
MMBG Investment Advisors
Florida
$1.5M 17,600
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$1.49M 17,482 -138 -0.8%
WA
70
Wealthstar Advisors
Texas
$1.47M 17,212 +17,212 New
VCM
71
Virtue Capital Management
Tennessee
$1.46M 17,102 -4,636 -21%
AFC
72
AFT Forsyth & Company
Florida
$1.46M 17,085 -1,686 -9%
SAM
73
Smartleaf Asset Management
Massachusetts
$1.43M 16,698 +16,698 New
CC
74
Callan Capital
California
$1.36M 15,918 -10 -0.1%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$1.36M 15,892 +1,539 +11%