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iShares US Financials ETF

223 hedge funds and large institutions have $684M invested in iShares US Financials ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
38
Reduced
86
Closed
27
Calls
$1.43M
Puts
$1.37M
Net Calls
+$65K
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
176
Whittier Trust
California
$125K
IF
177
Ironwood Financial
Arizona
$107K
GWAG
178
Garrett Wealth Advisory Group
Texas
$97.6K +$97.6K +1,516 New
FRA
179
Front Row Advisors
California
$92K
NFG
180
Next Financial Group
Texas
$88K -$28.9K -450 -25%
AA
181
Advisory Alpha
Michigan
$86.6K +$86.6K +1,380 New
AWM
182
AllSquare Wealth Management
New York
$86K
IA
183
IFP Advisors
Florida
$72K +$72K +1,124 New
HDIM
184
Hanson & Doremus Investment Management
Vermont
$71K -$25.4K -396 -26%
BWA
185
BDO Wealth Advisors
Florida
$65K
VFA
186
Valeo Financial Advisors
Indiana
$64K
RFA
187
Reilly Financial Advisors
California
$64K
MAU
188
MRA Associates USA
Arizona
$61K +$61K +948 New
AssetMark Inc
189
AssetMark Inc
California
$61K +$3.89K +60 +7%
SSB
190
Sandy Spring Bank
Maryland
$55K
GRP
191
Global Retirement Partners
California
$51K -$42.8K -664 -46%
PCG
192
Private Capital Group
Connecticut
$47K -$18.2K -282 -28%
AF
193
Advisornet Financial
Minnesota
$38K -$761K -11,728 -95%
PCFFS
194
Pacific Center for Financial Services
California
$38K
FHA
195
First Horizon Advisors
Tennessee
$34K
US Bancorp
196
US Bancorp
Minnesota
$33K -$4.24K -66 -11%
LGWM
197
Litman Gregory Wealth Management
California
$32K
ASN
198
Advisory Services Network
Georgia
$31K
LFG
199
LifePlan Financial Group
Ohio
$31K
NSIM
200
North Star Investment Management
Illinois
$31K +$31K +482 New