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iShares US Financials ETF

226 hedge funds and large institutions have $740M invested in iShares US Financials ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 81 reducing their positions, and 26 closing their positions.

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
54
Reduced
81
Closed
26
Calls
$3.41M
Puts
$741K
Net Calls
+$2.66M
Net Calls Change
-$5.64M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$117M 929,327 -27,265 -3%
Morgan Stanley
2
Morgan Stanley
New York
$69.9M 556,636 +72,993 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68M 541,254 -16,595 -3%
UBS Group
4
UBS Group
Switzerland
$38M 302,888 -35,202 -10%
AP
5
Advisors Preferred
Maryland
$29.7M 234,619 +234,619 New
Wells Fargo
6
Wells Fargo
California
$25.3M 201,227 -17,658 -8%
LPL Financial
7
LPL Financial
California
$21.9M 174,455 +2,133 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.7M 164,780 -10,458 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.4M 146,480 +66,056 +82%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$16.4M 130,342 +20,838 +19%
Ameriprise
11
Ameriprise
Minnesota
$16M 127,685 +11,473 +10%
Goldman Sachs
12
Goldman Sachs
New York
$15.6M 123,921 -496,854 -80%
SC
13
Scotia Capital
Ontario, Canada
$13.6M 108,605 -13,651 -11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.8M 85,713 -3,490 -4%
PP
15
Patten & Patten
Tennessee
$10.5M 83,896 -525 -0.6%
RJA
16
Raymond James & Associates
Florida
$10.3M 82,210 -74 -0.1%
SCA
17
Stillwater Capital Advisors
Pennsylvania
$9.44M 75,176 -24,778 -25%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$9.11M 73,424 +4,059 +6%
PL
19
Polianta Ltd
Jersey
$7.42M 59,100 +59,100 New
BlackRock
20
BlackRock
New York
$7.32M 58,256 -880 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.25M 57,751 +30,025 +108%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$7.25M 57,734 -2,409 -4%
HW
23
Hamilton Wealth
California
$6.99M 55,668 -972 -2%
PAG
24
Private Advisor Group
New Jersey
$6.63M 52,766 -3,996 -7%
Stifel Financial
25
Stifel Financial
Missouri
$6.33M 50,297 +2,679 +6%