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iShares US Financials ETF

196 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
68
Reduced
53
Closed
19
Calls
$1.51M
Puts
$1.62M
Net Calls
-$109K
Net Calls Change
-$395K
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
151
North Star Investment Management
Illinois
$157K
HDIM
152
Hanson & Doremus Investment Management
Vermont
$149K -$19.8K -380 -12%
Barclays
153
Barclays
United Kingdom
$144K -$72.9K -1,400 -34%
GT
154
Glenmede Trust
Pennsylvania
$140K
IWM
155
IHT Wealth Management
Illinois
$124K +$2.3K +52 +2%
CPA
156
Clear Perspective Advisors
Illinois
$122K
HNB
157
Huntington National Bank
Ohio
$114K -$81K
BL
158
Balentine LLC
Georgia
$104K +$104K +2,000 New
WT
159
Whittier Trust
California
$98K
AssetMark Inc
160
AssetMark Inc
California
$97K +$97K +1,870 New
LWM
161
LBA Wealth Management
Florida
$95K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$93K
IF
163
Ironwood Financial
Arizona
$86K
RFWA
164
RPg Family Wealth Advisory
Massachusetts
$71.3K +$55.5K +1,066 +351%
AA
165
AlphaMark Advisors
Kentucky
$62K
RFA
166
Reilly Financial Advisors
California
$52K
PMFA
167
Plante Moran Financial Advisors
Michigan
$52K
EWM
168
Evercore Wealth Management
New York
$52K
SSB
169
Sandy Spring Bank
Maryland
$49K
US Bancorp
170
US Bancorp
Minnesota
$43K -$8.87K -172 -17%
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$17.5K +340 +113%
SFG
172
SevenBridge Financial Group
Pennsylvania
$31K
PCFFS
173
Pacific Center for Financial Services
California
$30K +$12.1K +236 +67%
TDC
174
Thompson Davis & Co
Virginia
$26K
MWM
175
MinichMacGregor Wealth Management
New York
$26K +$15.2K +300 +142%