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iShares US Financials ETF

301 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$168M 2,241,513 +486,530 +28%
Bank of America
2
Bank of America
North Carolina
$113M 1,512,426 -222,621 -13%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89M 1,190,523 +1,190,523 New
Morgan Stanley
4
Morgan Stanley
New York
$86.3M 1,154,636 -52,061 -4%
SG Americas Securities
5
SG Americas Securities
New York
$63.1M 844,228 +844,228 New
Goldman Sachs
6
Goldman Sachs
New York
$53.7M 717,905 +43,611 +6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$30.3M 404,828 +354,113 +698%
LPL Financial
8
LPL Financial
California
$28.5M 381,231 +18,030 +5%
Wells Fargo
9
Wells Fargo
California
$28.3M 378,154 -68,458 -15%
UBS Group
10
UBS Group
Switzerland
$25.2M 337,137 -7,212 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$25M 334,834 -27,774 -8%
WT
12
Washington Trust
Rhode Island
$19.6M 262,597 -11,864 -4%
PCH
13
PGIM Custom Harvest
New Jersey
$18.7M 250,304 +81,729 +48%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$16.3M 218,646 -86,273 -28%
Ameriprise
15
Ameriprise
Minnesota
$15.9M 212,906 -37,145 -15%
MFG
16
Magnus Financial Group
New York
$12.9M 172,772 +459 +0.3%
GWM
17
GDS Wealth Management
Texas
$11.3M 151,485 +7,729 +5%
SC
18
Scotia Capital
Ontario, Canada
$10.7M 142,975 -2,498 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.79M 130,945 -17,087 -12%
PP
20
Patten & Patten
Tennessee
$9.6M 128,351 -512 -0.4%
UCFA
21
United Capital Financial Advisors
Texas
$8.64M 115,613 +951 +0.8%
RJA
22
Raymond James & Associates
Florida
$8.49M 113,556 -3,220 -3%
CAN
23
Cetera Advisor Networks
California
$8.28M 110,700 +513 +0.5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$7.81M 104,408 -20,035 -16%
OIA
25
OneDigital Investment Advisors
Kansas
$7.48M 100,033 -10,827 -10%