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iShares US Financials ETF

221 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
46
Increased
63
Reduced
55
Closed
19
Calls
$3.96M
Puts
$1.85M
Net Calls
+$2.11M
Net Calls Change
+$851K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$239M 2,002,655 +206,783 +12%
Bank of America
2
Bank of America
North Carolina
$158M 1,326,647 -17,166 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.6M 675,232 -26,543 -4%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$41M 343,159 -168,571 -33%
UBS Group
5
UBS Group
Switzerland
$26M 217,756 +30,170 +16%
Wells Fargo
6
Wells Fargo
California
$24.9M 208,430 +10,457 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.7M 181,880 -65,116 -26%
LPL Financial
8
LPL Financial
California
$21.1M 176,307 +40,732 +30%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$20.4M 170,773 +2,036 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18.9M 158,325 +10,294 +7%
RJA
11
Raymond James & Associates
Florida
$14.9M 124,340 +2,953 +2%
BlackRock
12
BlackRock
New York
$14.8M 124,227 -699,694 -85%
SC
13
Scotia Capital
Ontario, Canada
$13.9M 117,750 +9,479 +9%
QIM
14
Quantitative Investment Management
Virginia
$13.7M 114,800 +13,800 +14%
UCFA
15
United Capital Financial Advisors
Texas
$13.2M 109,945 -35,128 -24%
Stifel Financial
16
Stifel Financial
Missouri
$12.1M 101,190 -17 -0%
PP
17
Patten & Patten
Tennessee
$11.7M 97,549 +518 +0.5%
SCA
18
Stillwater Capital Advisors
Pennsylvania
$11.4M 95,689 +1,736 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$11M 91,863 +59,707 +186%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$9.96M 83,369 -2,219 -3%
Ameriprise
21
Ameriprise
Minnesota
$9.82M 82,256 +12,933 +19%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.31M 77,937 +1,545 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$8.24M 69,026 +6,330 +10%
KSA
24
Ken Stern & Associates
California
$7.95M 66,564 -3,336 -5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$7.55M 63,202 -4,068 -6%