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iShares US Financials ETF

301 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Shares
Change %
SS
151
Sunbelt Securities
Texas
$317K -$16.4K -220 -5%
PWLP
152
Prio Wealth Limited Partnership
Massachusetts
$315K
LWM
153
Laidlaw Wealth Management
New York
$309K -$323K -4,324 -51%
CWP
154
CFM Wealth Partners
Texas
$308K
SWA
155
SOA Wealth Advisors
New York
$304K
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$303K +$6.28K +84 +2%
TFCP
157
Twin Focus Capital Partners
Massachusetts
$299K
CIA
158
Capital Investment Advisors
Georgia
$294K -$4.93K -66 -2%
KWA
159
Kellett Wealth Advisors
Ohio
$293K +$293K +3,923 New
RWA
160
Ropes Wealth Advisors
Massachusetts
$291K
BAM
161
Bellevue Asset Management
Washington
$289K
AWA
162
Arkadios Wealth Advisors
Georgia
$285K +$65.4K +875 +30%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$284K +$25.3K +339 +10%
BDFN
164
Bond & Devick Financial Network
Minnesota
$283K
BlackRock
165
BlackRock
New York
$281K
RJT
166
Raymond James Trust
Florida
$281K -$21.6K -289 -7%
JSL
167
JT Stratford LLC
Georgia
$277K -$8.22K -110 -3%
Bank of New York Mellon
168
Bank of New York Mellon
New York
$274K +$274K +3,667 New
OC
169
Oppenheimer & Co
New York
$274K
LL
170
LPWM LLC
Minnesota
$270K -$28K -380 -9%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$270K -$27.2K -364 -9%
NP
172
NorthRock Partners
Minnesota
$267K +$1.42K +19 +0.5%
FPCP
173
Fort Point Capital Partners
California
$262K -$3.74K -50 -1%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$261K -$879K -11,756 -77%
DADC
175
D.A. Davidson & Co
Montana
$258K -$7.7K -103 -3%