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iShares US Financials ETF

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
151
IHT Wealth Management
Illinois
$320K -$14.9K -200 -4%
CIBC World Market
152
CIBC World Market
Ontario, Canada
$315K -$30.6K -409 -9%
PWLP
153
Prio Wealth Limited Partnership
Massachusetts
$314K -$44.8K -600 -12%
CWP
154
CFM Wealth Partners
Texas
$308K
LL
155
LPWM LLC
Minnesota
$304K -$150K -1,990 -33%
SWA
156
SOA Wealth Advisors
New York
$303K +$1.19K +16 +0.4%
RJT
157
Raymond James Trust
Florida
$302K -$66K -884 -18%
AAS
158
Avantax Advisory Services
Texas
$300K +$23.1K +309 +8%
CIA
159
Capital Investment Advisors
Georgia
$298K -$9.77K -131 -3%
TFCP
160
Twin Focus Capital Partners
Massachusetts
$298K
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$297K -$147K -1,968 -33%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$296K
RWA
163
Ropes Wealth Advisors
Massachusetts
$291K
BAM
164
Bellevue Asset Management
Washington
$289K
JSL
165
JT Stratford LLC
Georgia
$285K -$5.97K -80 -2%
BDFN
166
Bond & Devick Financial Network
Minnesota
$283K
MWM
167
Meridian Wealth Management
Kentucky
$281K +$821 +11 +0.3%
BlackRock
168
BlackRock
New York
$281K -$25.3K -339 -8%
PFS
169
Prospera Financial Services
Texas
$280K -$33.8K -453 -11%
TA
170
TFB Advisors
Kansas
$274K +$274K +3,672 New
OC
171
Oppenheimer & Co
New York
$273K
IWC
172
Integrated Wealth Concepts
Massachusetts
$271K -$4.78K -64 -2%
IWA
173
Intercontinental Wealth Advisors
Texas
$269K
TA
174
TrueWealth Advisors
Alabama
$266K -$38.6K -517 -13%
FPCP
175
Fort Point Capital Partners
California
$265K +$2.98K +40 +1%