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iShares US Financials ETF

273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
82
Reduced
63
Closed
18
Calls
$2.1M
Puts
Net Calls
+$2.1M
Net Calls Change
+$1.36M
Name Market Value Shares Shares
Change
Shares
Change %
DI
101
DAGCO Inc
Ohio
$698K 9,320 -200 -2%
WP
102
WealthSource Partners
California
$672K 8,974 -233 -3%
GC
103
Grimes & Company
Massachusetts
$666K 8,900
COCM
104
Charter Oak Capital Management
New Hampshire
$653K 8,725 +577 +7%
SFPG
105
Stonebridge Financial Planning Group
Florida
$637K 8,217 -60 -0.7%
CCA
106
Cadent Capital Advisors
Oklahoma
$624K 8,330 -1,000 -11%
SB
107
Simmons Bank
Arkansas
$618K 8,260 -50 -0.6%
JWCA
108
J.W. Cole Advisors
Florida
$607K 8,109 +8,109 New
SFS
109
Sowell Financial Services
Arkansas
$604K 7,402 +4,460 +152%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$599K 8,000 -21,132 -73%
MA
111
Mutual Advisors
Nebraska
$588K 7,851 -68 -0.9%
SWP
112
Stratos Wealth Partners
Ohio
$585K 7,817 -5,685 -42%
AA
113
Ancora Advisors
Ohio
$575K 7,683 +8 +0.1%
NA
114
Navellier & Associates
Nevada
$574K 7,660 -850 -10%
KTA
115
Keeley-Teton Advisors
Illinois
$567K 7,568 -43 -0.6%
GCP
116
Gill Capital Partners
Colorado
$561K 7,488
AIM
117
Acropolis Investment Management
Missouri
$532K 7,102
FCFC
118
First Commonwealth Financial Corp
Pennsylvania
$524K 7,000
CS
119
Comerica Securities
Michigan
$523K 6,983 +3,623 +108%
SI
120
Stephens Inc
Arkansas
$516K 6,895 +1,496 +28%
GCM
121
Gables Capital Management
Florida
$514K 6,860
AHC
122
Adell Harriman & Carpenter
Texas
$503K 6,724 -330 -5%
William Blair & Company
123
William Blair & Company
Illinois
$503K 6,722 -532 -7%
Lido Advisors
124
Lido Advisors
California
$488K 6,519 +7 +0.1%
WMP
125
Wealth Management Partners
Arizona
$484K 6,311 -2,053 -25%