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iShares US Financials ETF

220 hedge funds and large institutions have $956M invested in iShares US Financials ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
5.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
58
Reduced
85
Closed
27
Calls
$11.8M
Puts
$1.77M
Net Calls
+$10M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
126
WhitTier Trust Company
Nevada
$309K -$27.5K -452 -8%
PWLP
127
Prio Wealth Limited Partnership
Massachusetts
$297K
CA
128
Cetera Advisors
Colorado
$297K +$60.7K +1,002 +26%
FWCM
129
Ferguson Wellman Capital Management
Oregon
$294K +$10.6K +174 +4%
UCMOK
130
United Capital Management of KS
Kansas
$293K +$293K +4,688 New
RIA
131
Regal Investment Advisors
Michigan
$289K +$38K +626 +15%
Wolverine Trading
132
Wolverine Trading
Illinois
$281K -$40.8K -672 -13%
V
133
Veritable
Delaware
$272K
Prudential Financial
134
Prudential Financial
New Jersey
$269K +$269K +4,424 New
VC
135
Vicus Capital
Pennsylvania
$268K -$95.4K -1,570 -26%
BRWA
136
B. Riley Wealth Advisors
Florida
$265K +$265K +4,346 New
WI
137
Wintrust Investments
Illinois
$257K
SGAM
138
Steinberg Global Asset Management
Florida
$252K
SS
139
Sunbelt Securities
Texas
$246K -$37.4K -616 -13%
TFCP
140
Twin Focus Capital Partners
Massachusetts
$243K
BPC
141
Banque Pictet & Cie
Switzerland
$243K
ALIONA
142
Allianz Life Insurance of North America
Minnesota
$238K +$238K +3,920 New
RJT
143
Raymond James Trust
Florida
$236K -$166K -2,726 -41%
JIC
144
Johnson Investment Counsel
Ohio
$236K +$9.71K +160 +4%
AFNAS
145
American Financial Network Advisory Services
California
$236K +$235K +3,862 +32,183%
SB
146
Simmons Bank
Arkansas
$234K -$12.1K -200 -5%
PA
147
Parallel Advisors
California
$234K +$30.3K +500 +15%
CAM
148
Carret Asset Management
New York
$228K -$1.22K -20 -0.5%
IWA
149
Intercontinental Wealth Advisors
Texas
$227K
BTNA
150
Bremer Trust National Association
Minnesota
$225K -$46.7K -770 -17%