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iShares US Financials ETF

223 hedge funds and large institutions have $684M invested in iShares US Financials ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
38
Reduced
86
Closed
27
Calls
$1.43M
Puts
$1.37M
Net Calls
+$65K
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
151
Carret Asset Management
New York
$234K
SS
152
Sunbelt Securities
Texas
$232K
BBNA
153
Bremer Bank National Association
Minnesota
$229K
PIMG
154
Patriot Investment Management Group
Tennessee
$224K
WI
155
Wintrust Investments
Illinois
$223K -$199K -3,100 -47%
WWM
156
Western Wealth Management
Colorado
$222K -$167K -2,598 -43%
ACP
157
Aveo Capital Partners
Colorado
$221K -$212K -3,190 -49%
GT
158
Greenleaf Trust
Michigan
$221K
GG
159
Gofen & Glossberg
Illinois
$213K +$213K +3,310 New
WP
160
WealthSource Partners
California
$211K
EAMA
161
EFG Asset Management (Americas)
Florida
$209K
SFSIG
162
San Francisco Sentry Investment Group
California
$208K
WTC
163
WhitTier Trust Company
Nevada
$205K
DY
164
Dowling & Yahnke
California
$204K +$204K +3,170 New
FFN
165
Focus Financial Network
Minnesota
$203K -$12K -186 -6%
MFG
166
Magnus Financial Group
New York
$201K +$201K +3,126 New
AIC
167
Archer Investment Corporation
Indiana
$167K
SBL
168
Sargent Bickham Lagudis
Colorado
$162K
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K -$32.3K -502 -17%
TFS
170
TrustCore Financial Services
Tennessee
$156K -$6.18K -96 -4%
S
171
SignatureFD
Georgia
$149K -$58.2K -902 -28%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$148K
BAM
173
Belpointe Asset Management
Nevada
$145K +$257 +4 +0.2%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$142K -$1.31M -20,350 -90%
AA
175
AlphaMark Advisors
Kentucky
$126K