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iShares US Financials ETF

130 hedge funds and large institutions have $781M invested in iShares US Financials ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
16
Increased
36
Reduced
50
Closed
13
Calls
$5.35M
Puts
$631K
Net Calls
+$4.72M
Net Calls Change
+$2.97M
Name Market Value Shares Shares
Change
Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$85K 1,024 +1,024 New
AA
102
Apriem Advisors
California
$83K 1,000
RIA
103
Regal Investment Advisors
Michigan
$80K 961 -302 -24%
Creative Planning
104
Creative Planning
Kansas
$79K 955 -1,240 -56%
SF
105
Synovus Financial
Georgia
$72K 871
SFSIG
106
San Francisco Sentry Investment Group
California
$67K 808
SSB
107
Sandy Spring Bank
Maryland
$55K 660
AA
108
AlphaMark Advisors
Kentucky
$42K 500 +150 +43%
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$41.6K 500
CFA
110
Camarda Financial Advisors
Florida
$40K 483 +372 +335%
VIA
111
Vantage Investment Advisors
Pennsylvania
$39K 465
FHA
112
First Horizon Advisors
Tennessee
$32K 383 -17 -4%
BRWM
113
B. Riley Wealth Management
Tennessee
$30K 370 +100 +37%
TWM
114
Torch Wealth Management
Ohio
$25K 300
BRWA
115
B. Riley Wealth Advisors
Florida
$24.9K 299 +299 New
M&T Bank
116
M&T Bank
New York
$24K 290
NSIM
117
North Star Investment Management
Illinois
$22K 264 +236 +843%
FNBT
118
FineMark National Bank & Trust
Florida
$21K 250
WA
119
Winfield Associates
Ohio
$18K 220
HRIA
120
Haberer Registered Investment Advisor
Ohio
$17K 200
BAM
121
Barrett Asset Management
New York
$15K 180
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K 130
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$8K 100
DADC
124
D.A. Davidson & Co
Montana
$8K 100
HI
125
Hudock Inc
Pennsylvania
$8K 95