We are live on
!
Find out more
iShares US Financials ETF
221 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
142% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 19
114% more call options, than puts
Call options by funds: $3.96M | Put options by funds: $1.85M
15% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 55
13% more funds holding
Funds holding: 195 → 221 (+26)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
15% less capital invested
Capital invested by funds: $1.19B → $1.01B (-$181M)
16.6% less ownership
Funds ownership: 120.94% → 104.34% (-17%)
Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
46
Increased
63
Reduced
55
Closed
19
Calls
$3.96M
Puts
$1.85M
Net Calls
+$2.11M
Net Calls Change
+$851K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$24M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.93M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.73M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.29M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.5M |
