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iShares US Financials ETF

223 hedge funds and large institutions have $638M invested in iShares US Financials ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 28 closing their positions.

Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
55
Reduced
75
Closed
28
Calls
$397K
Puts
$794K
Net Calls
-$397K
Net Calls Change
+$1.46M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$146M 1,288,546 +38,251 +3%
Morgan Stanley
2
Morgan Stanley
New York
$57.5M 506,578 -36,739 -7%
Goldman Sachs
3
Goldman Sachs
New York
$37.6M 331,514 -401,617 -55%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$35.8M 315,129 -11,553 -4%
Wells Fargo
5
Wells Fargo
California
$28.1M 247,796 +54,059 +28%
Fisher Asset Management
6
Fisher Asset Management
Washington
$25.8M 227,043 +10,242 +5%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$18M 156,448 +156,448 New
UBS Group
8
UBS Group
Switzerland
$16.8M 148,473 -14,713 -9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$16.5M 145,560 -35,847 -20%
LPL Financial
10
LPL Financial
California
$13.8M 121,892 -17,421 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.1M 98,123 -26,704 -21%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$10.2M 90,285 +23,284 +35%
SCA
13
Stillwater Capital Advisors
Pennsylvania
$10M 88,215 +566 +0.6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$8.7M 77,332 +902 +1%
Ameriprise
15
Ameriprise
Minnesota
$8.56M 75,266 -818 -1%
PP
16
Patten & Patten
Tennessee
$8.31M 73,262 +204 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.19M 72,128 -3,440 -5%
SC
18
Scotia Capital
Ontario, Canada
$8.08M 71,237 -5,602 -7%
MFG
19
Magnus Financial Group
New York
$7.43M 65,500 +8,575 +15%
FPGK
20
Financial Partners Group (Kansas)
Kansas
$6.18M 54,473 -3,543 -6%
RJA
21
Raymond James & Associates
Florida
$5.88M 51,813 -22,978 -31%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.46M 48,115 -14,086 -23%
Stifel Financial
23
Stifel Financial
Missouri
$5.39M 47,519 +17,011 +56%
CL
24
CIM LLC
New York
$5.3M 45,038 +1,810 +4%
HF
25
HRT Financial
New York
$5.09M 44,861 -83 -0.2%