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iShares US Financials ETF

294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-21
Holders Change %
-6.67%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
75
Reduced
100
Closed
31
Calls
$4.58M
Puts
$797K
Net Calls
+$3.78M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
JSL
151
JT Stratford LLC
Georgia
$335K +$13.5K +199 +4%
AAS
152
Avantax Advisory Services
Texas
$332K +$14.4K +214 +5%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$330K -$13.5K -200 -4%
PWLP
154
Prio Wealth Limited Partnership
Massachusetts
$325K -$101K -1,500 -24%
IWM
155
IHT Wealth Management
Illinois
$309K -$20.5K -303 -6%
CAGAS
156
Capital Advisory Group Advisory Services
Minnesota
$309K -$6.75K -100 -2%
CS
157
Credit Suisse
Switzerland
$309K +$309K +4,580 New
SWM
158
Spire Wealth Management
Virginia
$306K -$99K -1,467 -24%
M&T Bank
159
M&T Bank
New York
$303K -$5.14K -76 -2%
Lido Advisors
160
Lido Advisors
California
$296K -$91.1K -1,348 -24%
PIN
161
Prudent Investors Network
California
$289K
Citigroup
162
Citigroup
New York
$289K
TA
163
TrueWealth Advisors
Alabama
$288K -$131K -1,929 -31%
CWP
164
CFM Wealth Partners
Texas
$278K
WHC
165
Wulff, Hansen & Co
California
$278K
NP
166
NorthRock Partners
Minnesota
$278K +$1.28K +19 +0.5%
AWS
167
Atria Wealth Solutions
New York
$274K +$274K +4,061 New
FMC
168
First Merchants Corp
Indiana
$274K +$58.5K +866 +27%
FFN
169
Focus Financial Network
Minnesota
$272K -$12.1K -178 -4%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$272K -$1.21K -18 -0.4%
TFCP
171
Twin Focus Capital Partners
Massachusetts
$270K
CCA
172
Cadent Capital Advisors
Oklahoma
$270K
CIA
173
Capital Investment Advisors
Georgia
$270K +$4.06K +60 +2%
SWA
174
SOA Wealth Advisors
New York
$269K -$28.8K -426 -10%
BAM
175
Bellevue Asset Management
Washington
$267K