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iShares US Financials ETF

279 hedge funds and large institutions have $983M invested in iShares US Financials ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 20 closing their positions.

Holders
279
Holders Change
+56
Holders Change %
+25.11%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
79
Increased
58
Reduced
74
Closed
20
Calls
$785K
Puts
$868K
Net Calls
-$83K
Net Calls Change
-$148K
Name Market Value Shares Shares
Change
Shares
Change %
BAM
201
Belpointe Asset Management
Nevada
$166K 1,206 +77 +7%
S
202
SignatureFD
Georgia
$160K 1,161 +6 +0.5%
HWA
203
HCR Wealth Advisors
California
$158K 1,150 +1,150 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$156K 1,133 -18 -2%
BCA
205
Bray Capital Advisors
Florida
$152K 1,100 +1,100 New
WT
206
Whittier Trust
California
$134K 969
AA
207
AlphaMark Advisors
Kentucky
$134K 975
TFS
208
TrustCore Financial Services
Tennessee
$126K 913 -298 -25%
IF
209
Ironwood Financial
Arizona
$114K 830
KPW
210
Kore Private Wealth
New York
$108K 782 +782 New
FRA
211
Front Row Advisors
California
$99K 715
NFG
212
Next Financial Group
Texas
$94K 684
AA
213
Advisory Alpha
Michigan
$93.3K 670 -20 -3%
AWM
214
AllSquare Wealth Management
New York
$92K 667
CQS
215
Credential Qtrade Securities
$86.2K 625 +625 New
HDIM
216
Hanson & Doremus Investment Management
Vermont
$76K 554
PMFA
217
Plante Moran Financial Advisors
Michigan
$72K 519 -2,697 -84%
IA
218
IFP Advisors
Florida
$71K 514 -48 -9%
BWA
219
BDO Wealth Advisors
Florida
$70K 505
VFA
220
Valeo Financial Advisors
Indiana
$69K 500
RFA
221
Reilly Financial Advisors
California
$69K 500
FWM
222
Filbrandt Wealth Management
Wisconsin
$61K 449 +449 New
SSB
223
Sandy Spring Bank
Maryland
$59K 430
MAWCM
224
Mine & Arao Wealth Creation & Management
California
$49K 356 +356 New
PCFFS
225
Pacific Center for Financial Services
California
$40K 293