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iShares US Financials ETF

220 hedge funds and large institutions have $956M invested in iShares US Financials ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 27 closing their positions.

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
5.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
58
Reduced
85
Closed
27
Calls
$11.8M
Puts
$1.77M
Net Calls
+$10M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
176
AssetMark Inc
California
$69K +$733 +12 +1%
SSB
177
Sandy Spring Bank
Maryland
$58K
PCG
178
Private Capital Group
Connecticut
$44K -$17K -282 -28%
RIA
179
RPG Investment Advisory
California
$41K
SFG
180
SevenBridge Financial Group
Pennsylvania
$36K
PCFFS
181
Pacific Center for Financial Services
California
$36K
US Bancorp
182
US Bancorp
Minnesota
$35K -$241 -4 -0.7%
LFASL
183
Lugano Financial Advisors SA (LFA)
Switzerland
$32K
NSIM
184
North Star Investment Management
Illinois
$31K -$1.21K -20 -4%
MWM
185
MinichMacGregor Wealth Management
New York
$31K
LGWM
186
Litman Gregory Wealth Management
California
$30K +$30K +502 New
LFG
187
LifePlan Financial Group
Ohio
$29K -$10.7K -174 -27%
ASN
188
Advisory Services Network
Georgia
$29K
UBS AM
189
UBS AM
Illinois
$24.3K
KJWM
190
Kiley Juergens Wealth Management
Washington
$24K -$17.9K -300 -43%
FHA
191
First Horizon Advisors
Tennessee
$24K
PG
192
Patten Group
Tennessee
$23K
AWM
193
Aevitas Wealth Management
Massachusetts
$23K
FGAM
194
Financial Gravity Asset Management
Texas
$21K
BAM
195
Barrett Asset Management
New York
$19K
FHA
196
Flagship Harbor Advisors
Massachusetts
$18K -$10.2K -164 -36%
RE
197
RBC Europe
United Kingdom
$14.6K
TRCT
198
Tower Research Capital (TRC)
New York
$14K -$3.26M -55,368 -100%
HI
199
Hudock Inc
Pennsylvania
$14K
QCIG
200
Quad-Cities Investment Group
Iowa
$12K