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iShares US Financials ETF

294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
294
Holders Change
-21
Holders Change %
-6.67%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
75
Reduced
100
Closed
31
Calls
$4.58M
Puts
$797K
Net Calls
+$3.78M
Net Calls Change
+$1.54M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$133M 1,964,840 -192,395 -9%
Morgan Stanley
2
Morgan Stanley
New York
$89.8M 1,329,138 +7,472 +0.6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$88.6M 1,311,361 +484,568 +59%
Goldman Sachs
4
Goldman Sachs
New York
$48.7M 720,231 +128,312 +22%
Wells Fargo
5
Wells Fargo
California
$32.6M 482,872 -18,777 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$32.3M 477,655 -15,088 -3%
LPL Financial
7
LPL Financial
California
$29M 428,915 -54,318 -11%
UBS Group
8
UBS Group
Switzerland
$28.6M 422,710 +113,612 +37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$27.5M 407,156 +16,098 +4%
Ameriprise
10
Ameriprise
Minnesota
$19.6M 289,991 +4,101 +1%
SCA
11
Stillwater Capital Advisors
Pennsylvania
$13.6M 201,656 -13,058 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.3M 196,780 -27,326 -12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12.4M 184,078 -7,270 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.2M 180,237 -15,526 -8%
MFG
15
Magnus Financial Group
New York
$12M 176,986 +1,021 +0.6%
SC
16
Scotia Capital
Ontario, Canada
$10.3M 152,350 -323 -0.2%
RJA
17
Raymond James & Associates
Florida
$9.17M 135,792 -1,047 -0.8%
PP
18
Patten & Patten
Tennessee
$9.11M 134,824 -2,825 -2%
GWM
19
GDS Wealth Management
Texas
$8.53M 126,214 +6,346 +5%
CAN
20
Cetera Advisor Networks
California
$8.14M 120,478 +4,179 +4%
DZ Bank
21
DZ Bank
Germany
$7.69M 113,800 +113,800 New
Stifel Financial
22
Stifel Financial
Missouri
$7.34M 108,604 -47,199 -30%
UCFA
23
United Capital Financial Advisors
Texas
$7.29M 107,919 +10,532 +11%
Osaic Holdings
24
Osaic Holdings
Arizona
$7M 103,615 -14,732 -12%
XF
25
XML Financial
Maryland
$6.5M 96,222 +4,383 +5%