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iShares US Financials ETF

273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
82
Reduced
63
Closed
18
Calls
$2.1M
Puts
Net Calls
+$2.1M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
151
Brookstone Capital Management
Illinois
$318K +$318K +4,250 New
BDFN
152
Bond & Devick Financial Network
Minnesota
$317K +$20.1K +269 +7%
RWA
153
Ropes Wealth Advisors
Massachusetts
$315K
FMC
154
First Merchants Corp
Indiana
$309K
CWP
155
CFM Wealth Partners
Texas
$309K +$309K +4,122 New
PIN
156
Prudent Investors Network
California
$308K +$24.7K +330 +9%
CIA
157
Capital Investment Advisors
Georgia
$306K +$21.1K +282 +7%
GFP
158
Gryphon Financial Partners
Ohio
$303K +$22.7K +303 +8%
SWA
159
SOA Wealth Advisors
New York
$300K
TFCP
160
Twin Focus Capital Partners
Massachusetts
$299K
TNBTD
161
Trustmark National Bank Trust Department
Mississippi
$298K -$89.1K -1,188 -23%
IWA
162
Intercontinental Wealth Advisors
Texas
$280K
CCA
163
Clearwater Capital Advisors
Illinois
$277K -$9.05K -121 -3%
ASN
164
Advisory Services Network
Georgia
$277K +$226K +3,019 +445%
GH
165
GAM Holding
Switzerland
$277K +$272K +3,640 +5,515%
CL
166
CPWM LLC
Washington
$276K
SS
167
Sunbelt Securities
Texas
$263K +$27.7K +370 +12%
MAFM
168
Mid Atlantic Financial Management
Pennsylvania
$258K +$258K +3,447 New
NP
169
NorthRock Partners
Minnesota
$254K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$247K
HI
171
Harbour Investments
Wisconsin
$243K +$243K +3,246 New
WTC
172
WhitTier Trust Company
Nevada
$240K +$22.5K +300 +10%
FWCM
173
Ferguson Wellman Capital Management
Oregon
$239K -$112K -1,500 -32%
CAG
174
Csenge Advisory Group
Florida
$238K -$32.5K -420 -12%
OC
175
Oppenheimer & Co
New York
$237K