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iShares US Financials ETF

229 hedge funds and large institutions have $698M invested in iShares US Financials ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
4.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
33
Reduced
102
Closed
30
Calls
$8.84M
Puts
$532K
Net Calls
+$8.3M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
176
Parallel Advisors
California
$83K -$23.7K -400 -22%
Barclays
177
Barclays
United Kingdom
$81K -$13.9K -234 -15%
AWM
178
AllSquare Wealth Management
New York
$79K
PGWM
179
Parisi Gray Wealth Management
New Jersey
$78K
S
180
SignatureFD
Georgia
$73K +$354 +6 +0.5%
Simplex Trading
181
Simplex Trading
Illinois
$64K +$64K +1,094 New
BWA
182
BDO Wealth Advisors
Florida
$60K -$11.9K -200 -17%
RFA
183
Reilly Financial Advisors
California
$59K
VFA
184
Valeo Financial Advisors
Indiana
$59K +$59K +1,000 New
AssetMark Inc
185
AssetMark Inc
California
$53K -$12.8K -216 -19%
SSB
186
Sandy Spring Bank
Maryland
$51K -$5.34K -90 -9%
PCG
187
Private Capital Group
Connecticut
$43K
PCFFS
188
Pacific Center for Financial Services
California
$35K
SFG
189
SevenBridge Financial Group
Pennsylvania
$35K
US Bancorp
190
US Bancorp
Minnesota
$34K
NFG
191
Next Financial Group
Texas
$32K -$123K -2,116 -79%
NFH
192
NEXT Financial Holdings
Texas
$32K +$32K +550 New
FHA
193
First Horizon Advisors
Tennessee
$31K +$22.8K +398 +280%
LGWM
194
Litman Gregory Wealth Management
California
$30K
BCA
195
Berman Capital Advisors
Georgia
$29K +$11.5K +196 +65%
RIA
196
RPG Investment Advisory
California
$28K -$11.8K -200 -30%
ASN
197
Advisory Services Network
Georgia
$28K
NSIM
198
North Star Investment Management
Illinois
$28K
LFG
199
LifePlan Financial Group
Ohio
$28K +$581 +10 +2%
TA
200
TCG Advisors
Texas
$27K +$27K +462 New