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iShares US Financials ETF

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$194M 2,054,989 -86,706 -4%
Bank of America
2
Bank of America
North Carolina
$155M 1,641,402 -31,998 -2%
Morgan Stanley
3
Morgan Stanley
New York
$118M 1,248,660 +57,622 +5%
PF
4
Phoenix Financial
Israel
$113M 1,196,572 -57,428 -5%
Goldman Sachs
5
Goldman Sachs
New York
$63.9M 675,492 -9,820 -1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$63.5M 671,476 +849 +0.1%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M 598,582 +598,582 New
LPL Financial
8
LPL Financial
California
$45M 475,892 +82,599 +21%
PCH
9
PGIM Custom Harvest
New Jersey
$42M 443,866 +119,868 +37%
UBS Group
10
UBS Group
Switzerland
$34.7M 367,239 -421 -0.1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$30.7M 325,156 -1,532 -0.5%
Wells Fargo
12
Wells Fargo
California
$27.6M 291,546 -5,095 -2%
WT
13
Washington Trust
Rhode Island
$23.5M 248,150 -8,649 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.3M 203,936 +3,130 +2%
MFG
15
Magnus Financial Group
New York
$17.4M 183,820 +1,984 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.6M 164,878 -21,916 -12%
SC
17
Scotia Capital
Ontario, Canada
$14.2M 149,686 +12,361 +9%
GWM
18
GDS Wealth Management
Texas
$14M 147,757 -537 -0.4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$11.9M 125,852 +1,470 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.8M 125,179 -2,234 -2%
PP
21
Patten & Patten
Tennessee
$11.8M 124,330 -3,600 -3%
KAS
22
Kestra Advisory Services
Texas
$10.4M 111,301 -4,057 -4%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$10.2M 108,016 +1,988 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.2M 107,725 +10,214 +10%
XF
25
XML Financial
Maryland
$10.1M 107,291 +3,379 +3%