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iShares US Financials ETF

249 hedge funds and large institutions have $741M invested in iShares US Financials ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 21 closing their positions.

Holders
249
Holders Change
+26
Holders Change %
+11.66%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
63
Reduced
71
Closed
21
Calls
$734K
Puts
Net Calls
+$734K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
201
Lumature Wealth Partners
Georgia
$51K +$51K +760 New
MIM
202
MTM Investment Management
South Carolina
$51K +$51K +770 New
MAWCM
203
Mine & Arao Wealth Creation & Management
California
$48K +$132 +2 +0.3%
ASN
204
Advisory Services Network
Georgia
$45K -$130K -1,964 -74%
NFG
205
Next Financial Group
Texas
$44K
CAAS
206
Capital Asset Advisory Services
Michigan
$41K +$8.5K +126 +26%
RIM
207
Rockbridge Investment Management
New York
$40K
HCP
208
Hexagon Capital Partners
Arkansas
$40K
PCA
209
Providence Capital Advisors
North Carolina
$40K +$40K +604 New
PCFFS
210
Pacific Center for Financial Services
California
$39K
FHA
211
First Horizon Advisors
Tennessee
$38K +$65 +1 +0.2%
JPLA
212
Joseph P. Lucia & Associates
New York
$38K +$38K +570 New
FPW
213
Flagship Private Wealth
Massachusetts
$36.1K +$36.1K +552 New
LGWM
214
Litman Gregory Wealth Management
California
$34K
US Bancorp
215
US Bancorp
Minnesota
$32K
SWM
216
Sugarloaf Wealth Management
Georgia
$28K
RIA
217
RPG Investment Advisory
California
$27K
GWS
218
Glassman Wealth Services
Virginia
$27K +$27K +400 New
FP
219
Financial Perspectives
Minnesota
$26.6K
HWA
220
HCR Wealth Advisors
California
$22K -$17.4K -265 -44%
BAM
221
Barrett Asset Management
New York
$21K
CFFP
222
Center for Financial Planning
Michigan
$21K
BA
223
Ballast Advisors
Minnesota
$20K
SIM
224
Seaview Investment Managers
Florida
$17K
NSIM
225
North Star Investment Management
Illinois
$17K