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iShares US Financials ETF

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
126
WESPAC Advisors
California
$1.17M +$17.3K +156 +1%
CB
127
Commerce Bank
Missouri
$1.17M
GIA
128
Gladstone Institutional Advisory
Florida
$1.17M +$561K +5,071 +92%
KPWS
129
Kestra Private Wealth Services
Texas
$1.16M -$18.9K -171 -2%
KNW
130
Kesler Norman & Wride
Utah
$1.12M +$154K +1,393 +16%
WIP
131
WealthCare Investment Partners
Rhode Island
$1.11M +$1.11M +10,037 New
Comerica Bank
132
Comerica Bank
Texas
$1.09M +$10.3K +93 +1%
AI
133
Atria Investments
North Carolina
$1.08M +$279K +2,522 +35%
OCPWS
134
One Charles Private Wealth Services
Massachusetts
$1.08M +$26.5K +240 +3%
MGIA
135
Matthew Goff Investment Advisor
Texas
$1.07M
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$1.06M +$84.8K +767 +9%
SPIA
137
Steward Partners Investment Advisory
New York
$1.06M +$594K +5,369 +129%
SI
138
Stephens Inc
Arkansas
$1.01M -$21.8K -197 -2%
WMP
139
Wealth Management Partners
Arizona
$982K +$148K +1,342 +18%
MCM
140
Magnolia Capital Management
New York
$978K
SPC
141
Sigma Planning Corp
Michigan
$950K -$29.3K -265 -3%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$948K
IWM
143
IHT Wealth Management
Illinois
$945K -$6.41K -58 -0.7%
OCM
144
One Capital Management
California
$940K
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$912K -$72.2K -653 -7%
QCM
146
Quantinno Capital Management
New York
$890K +$87.8K +794 +11%
PCIA
147
Prime Capital Investment Advisors
Kansas
$884K
GT
148
Glenview Trust
Kentucky
$876K +$224K +2,029 +34%
RSWM
149
Robertson Stephens Wealth Management
California
$848K -$652K -5,899 -43%
HA
150
HFG Advisors
Ohio
$844K