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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.

New
Increased
Maintained
Reduced
Closed
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 %
QCIG
201
Quad-Cities Investment Group
Iowa
$12K
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$12K +$12K +200 New
CAG
203
Csenge Advisory Group
Florida
$12K +$12K +220 New
Barclays
204
Barclays
United Kingdom
$10K -$72.3K -1,200 -88%
AF
205
Allworth Financial
California
$10K +$494 +8 +5%
SWP
206
Strategic Wealth Partners
Ohio
$7K
GI
207
Gradient Investments
Minnesota
$7K
OIA
208
OneDigital Investment Advisors
Kansas
$7K
GP
209
Girard Partners
Pennsylvania
$7K +$7K +124 New
WCM
210
Whitener Capital Management
North Carolina
$6K +$6K +100 New
RCAG
211
Rehmann Capital Advisory Group
Michigan
$5.76K
SFA
212
Stewardship Financial Advisors
Georgia
$5K +$5K +88 New
RFM
213
Royal Fund Management
Florida
$4K -$8.92K -174 -69%
RWA
214
Ropes Wealth Advisors
Massachusetts
$4K
IAS
215
IMA Advisory Services
Colorado
$3K
TC
216
Trilogy Capital
California
$3K +$3K +54 New
EK
217
Evensky & Katz
Florida
$2K
TFA
218
Transamerica Financial Advisors
Florida
$1K +$500 +2 +100%
CF
219
Centaurus Financial
California
$150 -$207K -2,766 -100%
FRA
220
Front Row Advisors
California
$80
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$103M -1,763,296 Closed
Schroder Investment Management Group
222
Schroder Investment Management Group
United Kingdom
-$29.2M -497,360 Closed
Jane Street
223
Jane Street
New York
-$8.41M -143,524 Closed
KSA
224
Ken Stern & Associates
California
-$7.01M -119,662 Closed
NA
225
Navellier & Associates
Nevada
-$6.82M -116,376 Closed