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iShares US Financial Services ETF

149 hedge funds and large institutions have $972M invested in iShares US Financial Services ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
47
Reduced
39
Closed
16
Calls
$1.55M
Puts
$653K
Net Calls
+$894K
Net Calls Change
+$754K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
51
Patten & Patten
Tennessee
$1.51M +$22.7K +510 +2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.5M -$21.3K -480 -1%
TFF
53
The Family Firm
Maryland
$1.22M -$26.7K -600 -2%
HIIFS
54
Harel Insurance Investments & Financial Services
Israel
$1M
SWP
55
Stratos Wealth Partners
Ohio
$944K +$23.1K +519 +3%
CCA
56
Cobblestone Capital Advisors
New York
$923K -$39.7K -894 -4%
AG
57
Advisor Group
Arizona
$885K +$44.2K +996 +5%
MML Investors Services
58
MML Investors Services
Massachusetts
$847K +$573K +12,885 +209%
HCM
59
Hilton Capital Management
New York
$762K -$741K -17,145 Closed
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$747K -$360K -8,100 -33%
OC
61
Oppenheimer & Co
New York
$659K -$3.73K -84 -0.6%
WPA
62
Winning Points Advisors
Florida
$640K
WB
63
WesBanco Bank
West Virginia
$538K -$69.8K -1,572 -11%
FMWA
64
Forvis Mazars Wealth Advisors
Missouri
$512K -$25.6K -576 -5%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$484K +$102K +2,301 +27%
HighTower Advisors
66
HighTower Advisors
Illinois
$479K +$114K +2,571 +31%
ANTB
67
AMG National Trust Bank
Colorado
$455K +$133 +3 +0%
FHA
68
Flagship Harbor Advisors
Massachusetts
$438K +$438K +9,828 New
CWS
69
Cypress Wealth Services
California
$429K +$9.74K +219 +2%
RJT
70
Raymond James Trust
Florida
$425K +$47.4K +1,068 +13%
Wolverine Trading
71
Wolverine Trading
Illinois
$384K +$384K +8,643 New
VFA
72
Voya Financial Advisors
Connecticut
$361K -$58.9K -1,314 -14%
SPC
73
Sigma Planning Corp
Michigan
$358K +$358K +8,055 New
GW
74
GW & Wade
Massachusetts
$357K
JIC
75
Johnson Investment Counsel
Ohio
$354K +$354K +7,974 New