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iShares US Financials ETF

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
201
Giverny Capital
Quebec, Canada
$211K -$3.28K -44 -2%
IAG
202
Investment Advisory Group
Massachusetts
$210K +$210K +2,810 New
TSWM
203
Tyler-Stone Wealth Management
Ohio
$208K +$208K +2,794 New
RCAG
204
Rehmann Capital Advisory Group
Michigan
$206K +$206K +2,763 New
RIA
205
Regal Investment Advisors
Michigan
$206K +$206K +2,760 New
PIN
206
Prudent Investors Network
California
$204K +$204K +2,736 New
AB
207
Atlas Brown
Kentucky
$201K +$201K +2,694 New
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$185K +$185K +2,476 New
PH
209
Pinnacle Holdings
Oklahoma
$183K
TWC
210
TD Waterhouse Canada
Ontario, Canada
$158K +$7.23K +90 +5%
LFG
211
Larson Financial Group
Missouri
$152K +$4.25K +57 +3%
S
212
SignatureFD
Georgia
$149K +$298 +4 +0.2%
US Bancorp
213
US Bancorp
Minnesota
$147K
FA
214
Fiduciary Alliance
South Carolina
$139K +$139K +1,857 New
NFSG
215
Newbridge Financial Services Group
Florida
$133K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$128K +$12.7K +170 +11%
BTI
217
Blue Trust Inc
Georgia
$123K
TRCT
218
Tower Research Capital (TRC)
New York
$122K -$996K -13,351 -89%
Franklin Resources
219
Franklin Resources
California
$112K
SSB
220
Sandy Spring Bank
Maryland
$97.6K +$75 +1 +0.1%
SWM
221
Spire Wealth Management
Virginia
$95.2K -$56.4K -756 -37%
AWM
222
AllSquare Wealth Management
New York
$95K
RIA
223
Realta Investment Advisors
Delaware
$93.9K -$199K -2,670 -68%
PIAS
224
PCA Investment Advisory Services
Ohio
$92.8K +$92.8K +1,243 New
FRA
225
Front Row Advisors
California
$92K