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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
Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
4.87%
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
+$1.26M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Shares
Change %
FWCM
126
Ferguson Wellman Capital Management
Oregon
$261K
RJT
127
Raymond James Trust
Florida
$261K +$48K +856 +23%
SS
128
Sunbelt Securities
Texas
$259K +$259K +4,614 New
SB
129
Simmons Bank
Arkansas
$255K -$11.2K -200 -4%
BTNA
130
Bremer Trust National Association
Minnesota
$252K
V
131
Veritable
Delaware
$251K
CAM
132
Carret Asset Management
New York
$238K
RIA
133
Regal Investment Advisors
Michigan
$234K -$10.3K -184 -4%
AIM
134
Advantage Investment Management
Iowa
$229K +$115K +2,050 +101%
PNC
135
Park National Corp
Ohio
$228K -$244K -4,362 -52%
TFCP
136
Twin Focus Capital Partners
Massachusetts
$224K
JIC
137
Johnson Investment Counsel
Ohio
$220K
SF
138
Synovus Financial
Georgia
$218K
FHC
139
First Heartland Consultants
Missouri
$215K -$5.26K -94 -2%
IWA
140
Intercontinental Wealth Advisors
Texas
$210K
PA
141
Parallel Advisors
California
$203K
SBL
142
Sargent Bickham Lagudis
Colorado
$180K -$32.2K -574 -15%
AFNAS
143
American Financial Network Advisory Services
California
$178K +$178K +3,174 New
JFGIW
144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$104K -1,842 -39%
GT
145
Glenmede Trust
Pennsylvania
$150K
HDIM
146
Hanson & Doremus Investment Management
Vermont
$139K
BL
147
Balentine LLC
Georgia
$112K
BF
148
BOK Financial
Oklahoma
$111K +$111K +1,984 New
AA
149
AlphaMark Advisors
Kentucky
$109K
WT
150
Whittier Trust
California
$106K