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iShares US Financials ETF

223 hedge funds and large institutions have $684M invested in iShares US Financials ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
38
Reduced
86
Closed
27
Calls
$1.43M
Puts
$1.37M
Net Calls
+$65K
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GH
126
GAM Holding
Switzerland
$321K
CFGS
127
Concourse Financial Group Securities
Alabama
$316K -$331K -5,148 -51%
PWAP
128
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$315K +$315K +4,900 New
TNB
129
TCF National Bank
South Dakota
$307K +$307K +4,766 New
QIM
130
Quantitative Investment Management
Virginia
$305K +$305K +4,752 New
FWCM
131
Ferguson Wellman Capital Management
Oregon
$302K -$1.93K -30 -0.6%
AAMA
132
Advanced Asset Management Advisors
Ohio
$302K +$2.45K +38 +0.8%
AIC
133
Ameritas Investment Company
Nebraska
$296K +$296K +4,594 New
AB
134
Atlas Brown
Kentucky
$290K
V
135
Veritable
Delaware
$288K
PWLP
136
Prio Wealth Limited Partnership
Massachusetts
$283K
IFWM
137
Institute for Wealth Management
Colorado
$277K
NP
138
NorthRock Partners
Minnesota
$270K +$270K +4,194 New
Comerica Bank
139
Comerica Bank
Texas
$261K
TFCP
140
Twin Focus Capital Partners
Massachusetts
$257K
SS
141
Simplicity Solutions
Minnesota
$256K -$3.75M -58,152 -94%
MAFM
142
Mid Atlantic Financial Management
Pennsylvania
$249K -$546K -8,494 -69%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$247K
Fidelity International
144
Fidelity International
Bermuda
$244K +$184K +2,852 +306%
CIA
145
Capital Investment Advisors
Georgia
$243K
UCMOK
146
United Capital Management of KS
Kansas
$242K -$19.9K -314 -8%
RIA
147
Regal Investment Advisors
Michigan
$241K
IWA
148
Intercontinental Wealth Advisors
Texas
$241K
Bank of New York Mellon
149
Bank of New York Mellon
New York
$237K -$270K -4,200 -53%
CL
150
CPWM LLC
Washington
$237K +$129 +2 +0.1%