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iShares US Financials ETF

249 hedge funds and large institutions have $741M invested in iShares US Financials ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+26
Holders Change %
+11.66%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
63
Reduced
71
Closed
21
Calls
$734K
Puts
Net Calls
+$734K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
176
Sargent Bickham Lagudis
Colorado
$146K
CFGS
177
Concourse Financial Group Securities
Alabama
$126K -$55.6K -832 -31%
MCC
178
Money Concepts Capital
Florida
$117K +$117K +1,757 New
IA
179
IFP Advisors
Florida
$110K +$8.73K +131 +9%
Franklin Resources
180
Franklin Resources
California
$100K
FRA
181
Front Row Advisors
California
$95K
AWM
182
AllSquare Wealth Management
New York
$89K
S
183
SignatureFD
Georgia
$89K +$16.2K +241 +22%
CTFG
184
Capstone Triton Financial Group
Oklahoma
$87K +$87K +1,302 New
SIAG
185
Safeguard Investment Advisory Group
California
$85K +$85K +1,283 New
WT
186
Washington Trust
Rhode Island
$82K
WEC
187
Winslow Evans & Crocker
Massachusetts
$78K +$78K +1,168 New
AWA
188
Arkadios Wealth Advisors
Georgia
$77K +$200 +3 +0.3%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$76K -$40.1K -600 -35%
IBOK
190
Independence Bank of Kentucky
Kentucky
$75K +$75K +1,118 New
TFS
191
TrustCore Financial Services
Tennessee
$74K -$15.3K -230 -17%
HDIM
192
Hanson & Doremus Investment Management
Vermont
$74K
BWA
193
BDO Wealth Advisors
Florida
$71K +$3.35K +50 +5%
WT
194
Whittier Trust
California
$70K -$50K -750 -42%
RFA
195
Reilly Financial Advisors
California
$67K
IAIM
196
International Assets Investment Management
Florida
$67K +$67K +1,001 New
FWM
197
Filbrandt Wealth Management
Wisconsin
$60K
SSB
198
Sandy Spring Bank
Maryland
$57K
TFGT
199
TS Financial Group (TSFG)
Illinois
$56K +$45.2K +680 +420%
FFA
200
Founders Financial Alliance
North Carolina
$52K