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iShares US Financials ETF

249 hedge funds and large institutions have $741M invested in iShares US Financials ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 21 closing their positions.

Holders
249
Holders Change
+26
Holders Change %
+11.66%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
63
Reduced
71
Closed
21
Calls
$734K
Puts
Net Calls
+$734K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
151
Intercontinental Wealth Advisors
Texas
$250K
GFP
152
Gryphon Financial Partners
Ohio
$250K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$247K -$247K -3,042 -50%
CL
154
CPWM LLC
Washington
$246K
CAG
155
Csenge Advisory Group
Florida
$234K -$13.8K -206 -6%
5L
156
55I LLC
Massachusetts
$230K -$4.04M -60,469 -95%
NP
157
NorthRock Partners
Minnesota
$227K +$227K +3,398 New
CS
158
Comerica Securities
Michigan
$224K +$224K +3,360 New
OC
159
Oppenheimer & Co
New York
$212K +$212K +3,168 New
SS
160
Sunbelt Securities
Texas
$210K +$210K +3,144 New
AMC
161
Asset Management Corp
Illinois
$209K +$209K +3,068 New
JIP
162
Jaffetilchin Investment Partners
Florida
$208K +$208K +3,108 New
CIC
163
Carnegie Investment Counsel
Ohio
$208K +$208K +3,114 New
PFA
164
Pettinga Financial Advisors
Indiana
$204K +$204K +3,050 New
RIA
165
Regal Investment Advisors
Michigan
$204K +$204K +3,060 New
WA
166
WP Advisors
California
$200K +$200K +3,001 New
SFS
167
Sowell Financial Services
Arkansas
$196K -$86.1K -1,292 -31%
WTC
168
WhitTier Trust Company
Nevada
$194K
Vontobel Holding
169
Vontobel Holding
Switzerland
$183K +$183K +2,740 New
SFSIG
170
San Francisco Sentry Investment Group
California
$182K
AIC
171
Archer Investment Corporation
Indiana
$174K
PH
172
Pinnacle Holdings
Oklahoma
$164K +$164K +2,452 New
BAM
173
Belpointe Asset Management
Nevada
$162K -$15.5K -232 -9%
AA
174
AlphaMark Advisors
Kentucky
$160K +$40K +600 +33%
CF
175
Centaurus Financial
California
$157K +$22.9K +342 +17%