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iShares US Financials ETF

223 hedge funds and large institutions have $638M invested in iShares US Financials ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 28 closing their positions.

Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
55
Reduced
75
Closed
28
Calls
$397K
Puts
$794K
Net Calls
-$397K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
201
Seaview Investment Managers
Florida
$14K +$14K +250 New
PB
202
Pinnacle Bancorp
Nebraska
$12K
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
JSC
204
Jackson Square Capital
California
$12K +$6.83K +124 +132%
AIM
205
Axiom Investment Management
New York
$11K
JWM
206
Jeppson Wealth Management
California
$11K +$11K +200 New
Bessemer Group
207
Bessemer Group
New Jersey
$10K
BFEC
208
Benjamin F. Edwards & Company
Missouri
$10K
HI
209
Hudock Inc
Pennsylvania
$10K
AF
210
Allworth Financial
California
$9K
BW
211
Bison Wealth
Georgia
$9K
TFGT
212
TS Financial Group (TSFG)
Illinois
$9K
CAL
213
Capital Analysts LLC
Pennsylvania
$9K
PCG
214
Private Capital Group
Connecticut
$6K
HIA
215
Harbor Investment Advisory
Maryland
$5K
FHA
216
Flagship Harbor Advisors
Massachusetts
$5K
WCG
217
Weaver Consulting Group
California
$5K +$3.19K +60 +176%
FPFS
218
First Personal Financial Services
North Carolina
$3K
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$3K
RG
220
Retirement Group
California
$3K
CIAS
221
Capital Investment Advisory Services
North Carolina
$2K
AssetMark Inc
222
AssetMark Inc
California
$1K +$750 +18 +300%
SXL
223
Summit X LLC
Missouri
$567 +$567 +600 New
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$409 +$38 +632 +10%
WIM
225
Westside Investment Management
California
$11