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iShares US Financials ETF

127 hedge funds and large institutions have $650M invested in iShares US Financials ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
20
Increased
43
Reduced
32
Closed
19
Calls
$5.44M
Puts
$3.69M
Net Calls
+$1.75M
Net Calls Change
-$2.79M
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$337K 4,124 +364 +10%
MFS
77
MSI Financial Services
Massachusetts
$315K 3,857 +1,207 +46%
FIM
78
Freedom Investment Management
Connecticut
$303K 3,703 +3,703 New
SE
79
Summit Equities
New Jersey
$299K 3,656 +3,656 New
CIBC World Market
80
CIBC World Market
Ontario, Canada
$292K 3,571 +330 +10%
RMDI
81
R.M. Davis Inc
Maine
$289K 3,540 -2,365 -40%
CS
82
Credit Suisse
Switzerland
$276K 3,374 -112,354 -97%
FWCM
83
Ferguson Wellman Capital Management
Oregon
$252K 3,080
LWM
84
LBA Wealth Management
Florida
$250K 3,060
SI
85
Stephens Inc
Arkansas
$233K 2,850 +125 +5%
Citigroup
86
Citigroup
New York
$232K 2,834 +305 +12%
KeyBank National Association
87
KeyBank National Association
Ohio
$218K 2,671 +121 +5%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$212K 2,600
PG
89
PEAK6 Group
Illinois
$204K 2,500 +2,500 New
SI
90
SII Investments
Wisconsin
$202K 2,590 +2,590 New
Creative Planning
91
Creative Planning
Kansas
$179K 2,195 +1,049 +92%
MMG
92
Monetary Management Group
Missouri
$176K 2,150
WT
93
Whittier Trust
California
$173K 2,110
RIA
94
Regal Investment Advisors
Michigan
$103K 1,263 -353 -22%
GT
95
Glenmede Trust
Pennsylvania
$94K 1,150
AA
96
Apriem Advisors
California
$82K 1,000
SF
97
Synovus Financial
Georgia
$71K 871
SFSIG
98
San Francisco Sentry Investment Group
California
$66K 808
SSB
99
Sandy Spring Bank
Maryland
$54K 660
PFA
100
Paradigm Financial Advisors
Missouri
$54K 655