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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 %
PB
201
Pinnacle Bancorp
Nebraska
$25K +$5.65K +94 +29%
AWM
202
Aevitas Wealth Management
Massachusetts
$22K
1NWS
203
1 North Wealth Services
Maryland
$21K -$1.2K -20 -5%
BAM
204
Barrett Asset Management
New York
$19K
FC
205
Ferris Capital
Massachusetts
$19K +$19K +320 New
AIM
206
Axiom Investment Management
New York
$19K +$19K +326 New
FHA
207
Flagship Harbor Advisors
Massachusetts
$17K
OWD
208
Osborn Williams & Donohoe
Ohio
$15K +$15K +250 New
RE
209
RBC Europe
United Kingdom
$14.2K
HI
210
Hudock Inc
Pennsylvania
$13K
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
QCIG
212
Quad-Cities Investment Group
Iowa
$12K
RFC
213
Regions Financial Corp
Alabama
$12K
1832 Asset Management
214
1832 Asset Management
Ontario, Canada
$12K +$12K +200 New
AF
215
Allworth Financial
California
$9K
CAL
216
Capital Analysts LLC
Pennsylvania
$9K +$9K +156 New
CIAS
217
Capital Investment Advisory Services
North Carolina
$8K
SWP
218
Strategic Wealth Partners
Ohio
$7K
GI
219
Gradient Investments
Minnesota
$7K
JCM
220
Jacobi Capital Management
Pennsylvania
$6K
IA
221
IFP Advisors
Florida
$5K -$3.18M -50,870 -100%
WCM
222
Whitener Capital Management
North Carolina
$5K
BEI
223
Benjamin Edwards Inc
Missouri
$5K +$5K +86 New
RFM
224
Royal Fund Management
Florida
$4K
KPW
225
Kore Private Wealth
New York
$3K -$645K -11,618 -100%