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iShares US Financials ETF

221 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
46
Increased
63
Reduced
55
Closed
19
Calls
$3.96M
Puts
$1.85M
Net Calls
+$2.11M
Net Calls Change
+$851K
Name Market Value Shares Shares
Change
Shares
Change %
BWA
176
BDO Wealth Advisors
Florida
$72K 605
RFA
177
Reilly Financial Advisors
California
$60K 500
PMFA
178
Plante Moran Financial Advisors
Michigan
$60K 501
EWM
179
Evercore Wealth Management
New York
$60K 500
SSB
180
Sandy Spring Bank
Maryland
$57K 475
CPIG
181
Chicago Partners Investment Group
Illinois
$53K 441 +441 New
US Bancorp
182
US Bancorp
Minnesota
$48K 404 -305 -43%
AssetMark Inc
183
AssetMark Inc
California
$48K 406 +1 +0.2%
HFP
184
Holistic Financial Partners
Indiana
$48K 398 +398 New
CT
185
CPF Texas
Texas
$48K 400 +400 New
TRCT
186
Tower Research Capital (TRC)
New York
$44K 368 +368 New
RIA
187
RPG Investment Advisory
California
$40K 337 -15 -4%
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$38K 320
SFG
189
SevenBridge Financial Group
Pennsylvania
$36K 300
PCFFS
190
Pacific Center for Financial Services
California
$35K 293
NSIM
191
North Star Investment Management
Illinois
$32K 266
TDC
192
Thompson Davis & Co
Virginia
$30K 250
MWM
193
MinichMacGregor Wealth Management
New York
$30K 256
ASN
194
Advisory Services Network
Georgia
$26K 221 +21 +11%
FHA
195
First Horizon Advisors
Tennessee
$24K 199 +199 New
BWP
196
Baldwin Wealth Partners
Massachusetts
$24K 200 +200 New
KJWM
197
Kiley Juergens Wealth Management
Washington
$24K 201 +201 New
WA
198
Winfield Associates
Ohio
$23K 190
FGC
199
Financial Gravity Companies
Texas
$23K 180 +180 New
AWM
200
Aevitas Wealth Management
Massachusetts
$23K 192 +192 New