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iShares US Financials ETF

142 hedge funds and large institutions have $790M invested in iShares US Financials ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 35 closing their positions.

Holders
142
Holders Change
-21
Holders Change %
-12.88%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
16
Increased
41
Reduced
57
Closed
35
Calls
$1.86M
Puts
$589K
Net Calls
+$1.27M
Net Calls Change
+$2.92M
Name Market Value Shares Shares
Change
Shares
Change %
BA
1
BlackRock Advisors
Delaware
$177M 1,991,964 +474,278 +31%
Morgan Stanley
2
Morgan Stanley
New York
$95.8M 1,075,483 -147,417 -12%
Bank of America
3
Bank of America
North Carolina
$64.4M 723,377 -973,971 -57%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$45.7M 513,245 +75,692 +17%
BIM
5
BlackRock Investment Management
Delaware
$42.1M 472,516 +171,385 +57%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$36.3M 407,648 -47,990 -11%
UCFA
7
United Capital Financial Advisors
Texas
$25.3M 284,976 -5,042 -2%
Goldman Sachs
8
Goldman Sachs
New York
$22.4M 252,055 +71,209 +39%
NSLI
9
Nan Shan Life Insurance
Taiwan
$18.6M 208,980
AAS
10
Annex Advisory Services
Wisconsin
$17.6M 197,306 +13,399 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.2M 181,597 +8,777 +5%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$14.1M 159,064 +62,549 +65%
UBS Group
13
UBS Group
Switzerland
$12.5M 140,824 +7,868 +6%
Wells Fargo
14
Wells Fargo
California
$12.2M 137,328 -55,677 -29%
RJA
15
Raymond James & Associates
Florida
$11.4M 128,087 -23,127 -15%
Ameriprise
16
Ameriprise
Minnesota
$11.1M 124,169 +12,899 +12%
Barclays
17
Barclays
United Kingdom
$10.5M 118,417 +3,900 +3%
BFA
18
Beaumont Financial Advisors
Massachusetts
$10.5M 117,577 +117,577 New
PP
19
Patten & Patten
Tennessee
$9.54M 107,165 -5,810 -5%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$8.91M 100,000 +99,000 +9,900%
CIM
21
Confluence Investment Management
Missouri
$7.23M 81,167 -5,324 -6%
SCA
22
Stillwater Capital Advisors
Pennsylvania
$6.9M 77,456 +9,562 +14%
LPL Financial
23
LPL Financial
California
$6.46M 72,602 -6,299 -8%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$6.03M 67,664 -3,271 -5%
SC
25
Scotia Capital
Ontario, Canada
$5.89M 66,157 +2,904 +5%