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iShares US Financials ETF

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$2.95M 26,632 -566 -2%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$2.85M 25,735 -58 -0.2%
GWM
78
Geneos Wealth Management
Colorado
$2.69M 24,364 -34 -0.1%
ES
79
Eagle Strategies
New York
$2.61M 23,616 +477 +2%
BF
80
bLong Financial
Tennessee
$2.59M 23,386 +23,386 New
CI
81
CX Institutional
Indiana
$2.56M 23,195 +348 +2%
SG
82
Somerset Group
Minnesota
$2.53M 22,848 -132 -0.6%
BWP
83
Balboa Wealth Partners
Arizona
$2.51M 22,666 -6,332 -22%
SC
84
Syon Capital
California
$2.48M 22,466 +22,466 New
MA
85
Mutual Advisors
Nebraska
$2.48M 21,563 +12,019 +126%
HighTower Advisors
86
HighTower Advisors
Illinois
$2.33M 21,034 -839 -4%
KA
87
Kovack Advisors
Florida
$2.19M 19,828 +897 +5%
WA
88
Wealthstar Advisors
Texas
$2.16M 19,515 +19,515 New
Citadel Advisors
89
Citadel Advisors
Florida
$2.1M 18,978 -22,656 -54%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$2.09M 18,944 +8,829 +87%
EH
91
Equitable Holdings
New York
$2.09M 18,864 +1,200 +7%
MML Investors Services
92
MML Investors Services
Massachusetts
$2.02M 18,306 +2,405 +15%
ASN
93
Advisory Services Network
Georgia
$2M 18,106 -693 -4%
FFS
94
Founders Financial Securities
Maryland
$1.95M 17,654 -541 -3%
Millennium Management
95
Millennium Management
New York
$1.84M 16,659 +108 +0.7%
DC
96
Davenport & Co
Virginia
$1.84M 16,643 -110 -0.7%
AFC
97
AFT Forsyth & Company
Florida
$1.83M 16,513 -559 -3%
CCFM
98
Clear Creek Financial Management
Washington
$1.81M 16,333 +2,504 +18%
CC
99
Callan Capital
California
$1.75M 15,824 -24 -0.2%
MIA
100
MMBG Investment Advisors
Florida
$1.74M 15,701 -1,165 -7%