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iShares US Financials ETF

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
151
C2C Wealth Management
Arizona
$536K +$536K +6,187 New
LNC
152
Lincoln National Corp
Pennsylvania
$530K +$1.47K +17 +0.3%
AAS
153
Avantax Advisory Services
Texas
$522K -$177K -2,039 -25%
FEM
154
Fulcrum Equity Management
Texas
$516K -$67.9K -784 -12%
GT
155
Glenmede Trust
Pennsylvania
$513K
Deutsche Bank
156
Deutsche Bank
Germany
$513K
WA
157
WESPAC Advisors
California
$512K +$237K +2,732 +86%
GFP
158
Gryphon Financial Partners
Ohio
$511K +$260 +3 +0.1%
GCP
159
Gill Capital Partners
Colorado
$503K -$147K -1,690 -23%
WMS
160
Wealth Management Solutions
Pennsylvania
$491K +$491K +5,666 New
Lido Advisors
161
Lido Advisors
California
$489K -$46.5K -537 -9%
FCFC
162
First Commonwealth Financial Corp
Pennsylvania
$485K
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$483K +$32.6K +376 +7%
CF
164
Centaurus Financial
California
$481K -$432K -4,987 -47%
KM
165
Kalos Management
Georgia
$477K +$39.4K +468 +9%
RJT
166
Raymond James Trust
Florida
$474K +$38.1K +439 +9%
OAM
167
Occidental Asset Management
California
$470K +$35.9K +414 +8%
CPIG
168
Chicago Partners Investment Group
Illinois
$466K +$21.9K +252 +5%
WMA
169
Wealth Management Associates
New Jersey
$466K +$100K +1,154 +27%
HA
170
HFG Advisors
Ohio
$462K +$462K +5,331 New
CA
171
Cetera Advisors
Colorado
$451K -$54.8K -632 -11%
PFM
172
Parsec Financial Management
North Carolina
$451K -$28.6K -330 -6%
EAM
173
Evanson Asset Management
California
$451K
MLIC
174
Mandatum Life Insurance Company
Finland
$449K +$33.4K +385 +8%
WWM
175
WJ Wealth Management
Arizona
$448K +$25.9K +300 +6%