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iShares US Financials ETF

195 hedge funds and large institutions have $1.19B invested in iShares US Financials ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $864K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $917M → $1.19B (+$277M)

12.57% more ownership

Funds ownership: 108.37%120.94% (+13%)

3% more funds holding

Funds holding: 190195 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 62

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
55
Reduced
62
Closed
16
Calls
$2.12M
Puts
$864K
Net Calls
+$1.25M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$472K +$196K +3,598 +75%
RPG
102
Risk Paradigm Group
Texas
$457K +$92.6K +1,698 +26%
AIM
103
Acropolis Investment Management
Missouri
$440K
IWM
104
IHT Wealth Management
Illinois
$439K -$63.7K -1,168 -13%
RFC
105
Regions Financial Corp
Alabama
$434K +$58.9K +1,080 +16%
MCM
106
Maryland Capital Management
Maryland
$433K +$17.1K +314 +4%
HNB
107
Huntington National Bank
Ohio
$425K
SFSIG
108
San Francisco Sentry Investment Group
California
$417K -$3.82K -70 -0.9%
MSS
109
Mitchell Sinkler & Starr
Pennsylvania
$415K
MBT
110
Monroe Bank & Trust
Michigan
$410K -$4.36K -80 -1%
OC
111
Oppenheimer & Co
New York
$404K +$101K +1,850 +35%
SXL
112
Summit X LLC
Missouri
$403K +$60.2K +1,104 +18%
AWM
113
AE Wealth Management
Kansas
$378K -$41.7K -764 -10%
Wolverine Trading
114
Wolverine Trading
Illinois
$361K -$312K -5,720 -47%
CB
115
Chemical Bank
Michigan
$354K +$50.8K +932 +17%
Millennium Management
116
Millennium Management
New York
$345K -$65.5K -1,202 -16%
GRP
117
Global Retirement Partners
California
$337K +$20.7K +380 +7%
SE
118
Summit Equities
New Jersey
$324K +$109 +2 +0%
CCT
119
Country Club Trust
Missouri
$320K +$311K +5,700 New
HWA
120
HCR Wealth Advisors
California
$311K
PWLP
121
Prio Wealth Limited Partnership
Massachusetts
$302K
AFP
122
Ausdal Financial Partners
Iowa
$287K -$87.2K -1,600 -24%
NFG
123
Next Financial Group
Texas
$279K -$8.94K -164 -3%
FCFC
124
First Commonwealth Financial Corp
Pennsylvania
$275K
William Blair & Company
125
William Blair & Company
Illinois
$272K -$281K -5,160 -51%