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iShares US Financials ETF

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
126
Prime Capital Investment Advisors
Kansas
$428K +$104K +1,392 +32%
AIM
127
Acropolis Investment Management
Missouri
$428K
AHC
128
Adell Harriman & Carpenter
Texas
$424K
CWM
129
C2C Wealth Management
Arizona
$423K -$38.5K -500 -8%
EA
130
Eudaimonia Advisors
Tennessee
$419K
GCP
131
Gill Capital Partners
Colorado
$416K
LNC
132
Lincoln National Corp
Pennsylvania
$407K -$34.3K -460 -8%
MWM
133
Modera Wealth Management
New Jersey
$404K +$404K +5,410 New
SB
134
Simmons Bank
Arkansas
$403K -$3.73K -50 -0.9%
AWM
135
Apollon Wealth Management
South Carolina
$392K +$392K +5,254 New
SC
136
Savant Capital
Illinois
$391K -$3.13K -42 -0.8%
SPIA
137
Steward Partners Investment Advisory
New York
$388K -$2.42M -32,415 -86%
SHFP
138
Second Half Financial Partners
Florida
$385K +$385K +5,160 New
SIG
139
Sargent Investment Group
Maryland
$383K
DI
140
DAGCO Inc
Ohio
$377K -$94.8K -1,270 -20%
N
141
Natixis
France
$373K
PSF
142
Pacific Sun Financial
California
$370K +$370K +5,202 New
EH
143
Equitable Holdings
New York
$359K +$38.9K +521 +12%
FFL
144
Financial Freedom LLC
Ohio
$359K +$895 +12 +0.3%
Walleye Trading
145
Walleye Trading
New York
$354K -$120K -1,610 -25%
GFP
146
Gryphon Financial Partners
Ohio
$339K -$46.4K -622 -12%
HAG
147
HF Advisory Group
Maryland
$336K +$16K +215 +5%
SS
148
Sunbelt Securities
Texas
$332K +$3.81K +51 +1%
WIP
149
WealthCare Investment Partners
Rhode Island
$330K -$505K -6,765 -60%
MLIC
150
Mandatum Life Insurance Company
Finland
$328K