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iShares US Financials ETF

226 hedge funds and large institutions have $740M invested in iShares US Financials ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
54
Reduced
81
Closed
26
Calls
$3.41M
Puts
$741K
Net Calls
+$2.66M
Net Calls Change
-$5.64M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$145K +$12.6K +200 +10%
BAM
177
Belpointe Asset Management
Nevada
$142K +$142K +2,254 New
CWA
178
Clarus Wealth Advisors
Arizona
$128K -$262K -4,186 -67%
WT
179
Whittier Trust
California
$122K
AA
180
AlphaMark Advisors
Kentucky
$122K
NFG
181
Next Financial Group
Texas
$114K +$79.5K +1,268 +231%
IF
182
Ironwood Financial
Arizona
$104K
HDIM
183
Hanson & Doremus Investment Management
Vermont
$94K
GRP
184
Global Retirement Partners
California
$91K -$23.9K -382 -21%
FRA
185
Front Row Advisors
California
$90K
AWM
186
AllSquare Wealth Management
New York
$84K
PA
187
Parallel Advisors
California
$82K -$6.31K -100 -7%
BWA
188
BDO Wealth Advisors
Florida
$63K
VFA
189
Valeo Financial Advisors
Indiana
$63K
RFA
190
Reilly Financial Advisors
California
$63K
PCG
191
Private Capital Group
Connecticut
$59K +$16.5K +282 +39%
Fidelity International
192
Fidelity International
Bermuda
$59K +$59K +932 New
AssetMark Inc
193
AssetMark Inc
California
$55K -$1K -16 -2%
SSB
194
Sandy Spring Bank
Maryland
$54K
CI
195
CX Institutional
Indiana
$50K +$50K +800 New
SFG
196
SevenBridge Financial Group
Pennsylvania
$47K +$9.4K +150 +25%
PCFFS
197
Pacific Center for Financial Services
California
$37K
US Bancorp
198
US Bancorp
Minnesota
$36K
FHA
199
First Horizon Advisors
Tennessee
$34K +$125 +2 +0.4%
LGWM
200
Litman Gregory Wealth Management
California
$32K