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iShares US Financials ETF

223 hedge funds and large institutions have $684M invested in iShares US Financials ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
38
Reduced
86
Closed
27
Calls
$1.43M
Puts
$1.37M
Net Calls
+$65K
Net Calls Change
-$2.6M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$132M 1,025,491 +96,164 +10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$67.8M 526,774 -14,480 -3%
Morgan Stanley
3
Morgan Stanley
New York
$61.5M 477,587 -79,049 -14%
UBS Group
4
UBS Group
Switzerland
$36.4M 282,878 -20,010 -7%
Wells Fargo
5
Wells Fargo
California
$26.3M 204,418 +3,191 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.4M 189,545 +24,765 +15%
LPL Financial
7
LPL Financial
California
$20.3M 157,888 -16,567 -9%
Ameriprise
8
Ameriprise
Minnesota
$16.5M 124,134 -3,551 -3%
Goldman Sachs
9
Goldman Sachs
New York
$16.4M 127,584 +3,663 +3%
SC
10
Scotia Capital
Ontario, Canada
$13.1M 101,969 -6,636 -6%
RJA
11
Raymond James & Associates
Florida
$11.9M 92,264 +10,054 +12%
PP
12
Patten & Patten
Tennessee
$10.4M 80,846 -3,050 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.1M 78,478 -7,235 -8%
SCA
14
Stillwater Capital Advisors
Pennsylvania
$9.88M 76,766 +1,590 +2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$9.37M 72,750 -674 -0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.18M 71,277 -75,203 -51%
BlackRock
17
BlackRock
New York
$7.44M 57,771 -485 -0.8%
HW
18
Hamilton Wealth
California
$7.24M 56,253 +585 +1%
Stifel Financial
19
Stifel Financial
Missouri
$6.32M 49,116 -1,181 -2%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.85M 45,411 -2,333 -5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$5.69M 44,185 -86,157 -66%
CS
22
Credit Suisse
Switzerland
$5.51M 42,792 +29,174 +214%
CL
23
CIM LLC
New York
$5.34M 41,517 +1,289 +3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5.22M 40,550 -17,184 -30%
UCFA
25
United Capital Financial Advisors
Texas
$5.08M 39,435 -901 -2%