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iShares US Financials ETF

223 hedge funds and large institutions have $638M invested in iShares US Financials ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
55
Reduced
75
Closed
28
Calls
$397K
Puts
$794K
Net Calls
-$397K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
SIG
126
Sargent Investment Group
Maryland
$291K
VFA
127
Voya Financial Advisors
Connecticut
$281K -$18.9K -336 -6%
VC
128
Vicus Capital
Pennsylvania
$280K -$89.3K -1,572 -24%
MLIC
129
Mandatum Life Insurance Company
Finland
$272K +$272K +4,798 New
FWCM
130
Ferguson Wellman Capital Management
Oregon
$266K
CPIG
131
Chicago Partners Investment Group
Illinois
$264K +$579 +10 +0.2%
CAGAS
132
Capital Advisory Group Advisory Services
Minnesota
$262K
V
133
Veritable
Delaware
$254K
TNB
134
TCF National Bank
South Dakota
$250K -$39.8K -700 -14%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$247K
SFS
136
Sowell Financial Services
Arkansas
$240K -$14.2K -250 -6%
FMC
137
First Merchants Corp
Indiana
$234K +$8.85K +156 +4%
QC
138
QCM Cayman
Texas
$234K +$234K +4,132 New
TFCP
139
Twin Focus Capital Partners
Massachusetts
$227K
CCA
140
Clearwater Capital Advisors
Illinois
$221K
CAG
141
Csenge Advisory Group
Florida
$215K -$323K -5,570 -60%
PIN
142
Prudent Investors Network
California
$215K -$209K -3,692 -49%
CIA
143
Capital Investment Advisors
Georgia
$214K -$793 -14 -0.4%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$213K -$233K -4,114 -52%
GFP
145
Gryphon Financial Partners
Ohio
$212K
IWA
146
Intercontinental Wealth Advisors
Texas
$212K
CL
147
CPWM LLC
Washington
$209K
PFS
148
Prospera Financial Services
Texas
$170K -$425K -7,502 -71%
WTC
149
WhitTier Trust Company
Nevada
$165K
SFSIG
150
San Francisco Sentry Investment Group
California
$154K -$14.7K -260 -9%