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iShares US Financials ETF

142 hedge funds and large institutions have $790M invested in iShares US Financials ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 35 closing their positions.

Holders
142
Holders Change
-21
Holders Change %
-12.88%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
16
Increased
41
Reduced
57
Closed
35
Calls
$1.86M
Puts
$589K
Net Calls
+$1.27M
Net Calls Change
+$2.92M
Name Holding Trade Value Shares
Change
Shares
Change %
TDC
126
Thompson Davis & Co
Virginia
$22K +$8.8K +200 +67%
WA
127
Winfield Associates
Ohio
$20K
OIA
128
Optimum Investment Advisors
Illinois
$18K +$18K +400 New
BAM
129
Barrett Asset Management
New York
$16K
GWA
130
Genesis Wealth Advisors
Massachusetts
$14K
CCS
131
Crosspoint Capital Strategies
California
$11K +$11K +240 New
AIM
132
Advantage Investment Management
Iowa
$10K -$1.81M -40,434 -99%
KTC
133
Kistler-Tiffany Companies
Pennsylvania
$10K +$10K +226 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$9K
DADC
135
D.A. Davidson & Co
Montana
$8K -$2.87M -71,872 -100%
HI
136
Hudock Inc
Pennsylvania
$8K
WRM
137
Westport Resources Management
Connecticut
$7K
JWA
138
JFS Wealth Advisors
Pennsylvania
$3K
EK
139
Evensky & Katz
Florida
$1K
CWM
140
Catamount Wealth Management
Connecticut
$1K +$1K +26 New
FSIM
141
F-Squared Investment Management
Massachusetts
-$165M -3,668,246 Closed
PFS
142
Prospera Financial Services
Texas
-$21M -466,694 Closed
AIA
143
Arrow Investment Advisors
Maryland
-$18.9M -418,376 Closed
AI
144
Atria Investments
North Carolina
-$14.2M -315,570 Closed
BCM
145
Brookstone Capital Management
Illinois
-$8.22M -182,306 Closed
HP
146
HT Partners
Connecticut
-$6.93M -153,614 Closed
JIP
147
Jaffetilchin Investment Partners
Florida
-$5.84M -129,500 Closed
PAA
148
Peregrine Asset Advisers
Oregon
-$4.15M -91,954 Closed
TRCT
149
Tower Research Capital (TRC)
New York
-$3.65M -81,000 Closed
NPC
150
National Planning Corporation
California
-$2.52M -56,954 Closed