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iShares US Financials ETF

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M
Name Market Value Shares Shares
Change
Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$582K 7,796 -419 -5%
HTC
102
Haverford Trust Company
Pennsylvania
$579K 7,755
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$576K 7,716 -4,284 -36%
BWP
104
Balboa Wealth Partners
Arizona
$564K 7,563 +7,563 New
AA
105
Ancora Advisors
Ohio
$558K 7,485 -391 -5%
BIA
106
Bigelow Investment Advisors
Maine
$557K 7,460
KPWS
107
Kestra Private Wealth Services
Texas
$555K 7,444 +107 +1%
KTA
108
Keeley-Teton Advisors
Illinois
$545K 7,307 +8 +0.1%
SI
109
Stephens Inc
Arkansas
$545K 7,304 -543 -7%
VWA
110
Visionary Wealth Advisors
Illinois
$545K 7,303 -4,062 -36%
WMP
111
Wealth Management Partners
Arizona
$542K 7,267 -331 -4%
NA
112
NewEdge Advisors
Louisiana
$541K 7,250 -378 -5%
William Blair & Company
113
William Blair & Company
Illinois
$535K 7,165 +2,002 +39%
CPIG
114
Chicago Partners Investment Group
Illinois
$530K 6,749 +16 +0.2%
DAS
115
Dynamic Advisor Solutions
Arizona
$529K 7,086 +2,749 +63%
GPA
116
Garrison Point Advisors
California
$526K 7,049 -191 -3%
GT
117
Glenmede Trust
Pennsylvania
$510K 7,162
CA
118
Cetera Advisors
Colorado
$506K 6,782 -686 -9%
CCFM
119
Clear Creek Financial Management
Washington
$498K 6,681 +6,681 New
BPA
120
Beacon Pointe Advisors
California
$487K 6,534 -1,368 -17%
SWP
121
Stratos Wealth Partners
Ohio
$458K 6,144 -1,557 -20%
WMA
122
Wealth Management Associates
New Jersey
$458K 6,141 -1,986 -24%
Truist Financial
123
Truist Financial
North Carolina
$447K 5,988 -1,974 -25%
RF
124
Rollins Financial
Georgia
$446K 5,975 -6,740 -53%
VAFP
125
Vahanian & Associates Financial Planning
New York
$431K 5,781 +147 +3%