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iShares US Financials ETF

143 hedge funds and large institutions have $782M invested in iShares US Financials ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
143
Holders Change
-20
Holders Change %
-12.27%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
10
Increased
44
Reduced
52
Closed
26
Calls
$950K
Puts
$1.51M
Net Calls
-$564K
Net Calls Change
-$976K
Name Market Value Shares Shares
Change
Shares
Change %
CAM
101
Carret Asset Management
New York
$237K 2,815 +75 +3%
MSS
102
Mitchell Sinkler & Starr
Pennsylvania
$235K 2,795 +2,795 New
SWP
103
Stratos Wealth Partners
Ohio
$223K 2,651 -813 -23%
Mariner
104
Mariner
Kansas
$223K 2,646 -248 -9%
MML Investors Services
105
MML Investors Services
Massachusetts
$221K 2,628 -347 -12%
CASB
106
Cape Ann Savings Bank
Massachusetts
$200K 2,383
WT
107
Whittier Trust
California
$177K 2,110
SF
108
Synovus Financial
Georgia
$163K 1,940 +1,069 +123%
HNB
109
Huntington National Bank
Ohio
GT
110
Glenmede Trust
Pennsylvania
$113K 1,346
LWM
111
LBA Wealth Management
Florida
$111K 1,320 -600 -31%
NFG
112
Next Financial Group
Texas
$105K 1,255 +125 +11%
AA
113
Apriem Advisors
California
$84K 1,000
RIA
114
Regal Investment Advisors
Michigan
$77K 926
IF
115
Ironwood Financial
Arizona
$70K 830
SSB
116
Sandy Spring Bank
Maryland
$56K 660
AA
117
AlphaMark Advisors
Kentucky
$50K 600 +100 +20%
HCMT
118
Highland Capital Management (Tennessee)
Tennessee
$45K 535
KCM
119
Karp Capital Management
California
$40K 470
US Bancorp
120
US Bancorp
Minnesota
$39K 463 +35 +8%
VIA
121
Vantage Investment Advisors
Pennsylvania
$35K 420
BCFS
122
Butensky & Cohen Financial Security
Florida
$28K 330 +60 +22%
NSIM
123
North Star Investment Management
Illinois
$22K 264
TDC
124
Thompson Davis & Co
Virginia
$21K 250
FNBT
125
FineMark National Bank & Trust
Florida
$21K 250