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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.

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 %
PB
201
Pinnacle Bancorp
Nebraska
$27K
QCMC
202
Quantum Capital Management (California)
California
$26K +$26K +400 New
BAM
203
Barrett Asset Management
New York
$21K
GI
204
Gradient Investments
Minnesota
$19K +$11.2K +176 +144%
LWANC
205
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K
HI
206
Hudock Inc
Pennsylvania
$14K +$121 +2 +0.9%
AIM
207
Axiom Investment Management
New York
$13K -$8.19K -126 -39%
QCIG
208
Quad-Cities Investment Group
Iowa
$13K
JCM
209
Jacobi Capital Management
Pennsylvania
$13K +$6.56K +102 +102%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$12K +$12K +180 New
WC
211
Weil Company
California
$12K +$12K +180 New
JPLA
212
Joseph P. Lucia & Associates
New York
$11K +$11K +170 New
AF
213
Allworth Financial
California
$10K
CAL
214
Capital Analysts LLC
Pennsylvania
$10K
FHA
215
Flagship Harbor Advisors
Massachusetts
$6K -$4.68K -78 -44%
WCM
216
Whitener Capital Management
North Carolina
$6K
RIA
217
RPG Investment Advisory
California
$5K -$24.6K -394 -83%
RFM
218
Royal Fund Management
Florida
$5K
FPFS
219
First Personal Financial Services
North Carolina
$4K
CIAS
220
Capital Investment Advisory Services
North Carolina
$3K -$7.5K -100 -71%
SIS
221
Sound Income Strategies
Florida
$3K
AIM
222
Advantage Investment Management
Iowa
$2K
WCG
223
Weaver Consulting Group
California
$2K
GT
224
Glenmede Trust
Pennsylvania
$197
SWP
225
Strategic Wealth Partners
Ohio
$7