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iShares US Financials ETF

227 hedge funds and large institutions have $1.08B invested in iShares US Financials ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
55
Reduced
68
Closed
17
Calls
$6.89M
Puts
$4.84M
Net Calls
+$2.06M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
151
Cetera Advisor Networks
California
$225K +$225K +3,826 New
CAM
152
Carret Asset Management
New York
$221K -$24.6K -420 -10%
IWA
153
Intercontinental Wealth Advisors
Texas
$219K
JIC
154
Johnson Investment Counsel
Ohio
$218K
CL
155
CPWM LLC
Washington
$215K +$5.04K +86 +2%
LNC
156
Lincoln National Corp
Pennsylvania
$211K
FAIM
157
Financial Advocates Investment Management
Washington
$211K +$6.58K +112 +3%
QIM
158
Quantitative Investment Management
Virginia
$210K +$210K +3,600 New
CCT
159
Country Club Trust
Missouri
$207K -$20.5K -350 -9%
Northern Trust
160
Northern Trust
Illinois
$205K
MWM
161
Meridian Wealth Management
Kentucky
$201K -$5.86K -100 -3%
GT
162
Greenleaf Trust
Michigan
$201K
PA
163
Parallel Advisors
California
$196K
SFSIG
164
San Francisco Sentry Investment Group
California
$174K -$283K -4,844 -62%
SBL
165
Sargent Bickham Lagudis
Colorado
$169K
WA
166
WP Advisors
California
$167K +$167K +2,850 New
TFS
167
TrustCore Financial Services
Tennessee
$164K
CF
168
Centaurus Financial
California
$162K -$440K -7,522 -73%
CPIG
169
Chicago Partners Investment Group
Illinois
$162K +$5.05K +86 +3%
HDIM
170
Hanson & Doremus Investment Management
Vermont
$145K
CWM
171
Cornerstone Wealth Management
Missouri
$126K +$126K +29,630 New
RWP
172
RWA Wealth Partners
Massachusetts
$117K
AA
173
AlphaMark Advisors
Kentucky
$114K
WT
174
Whittier Trust
California
$105K
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$105K