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iShares US Financial Services ETF

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$1.59M +$151K +2,316 +11%
FTS
52
Fifth Third Securities
Ohio
$1.51M -$257K -3,940 -15%
PP
53
Patten & Patten
Tennessee
$1.48M -$29.3K -450 -2%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.42M +$992K +14,976 +229%
Creative Planning
55
Creative Planning
Kansas
$1.38M +$105K +1,604 +8%
GWM
56
Geneos Wealth Management
Colorado
$1.38M
Comerica Bank
57
Comerica Bank
Texas
$1.37M +$33.7K +517 +3%
SI
58
Stephens Inc
Arkansas
$1.35M +$30.3K +465 +2%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$1.29M +$36.9K +565 +3%
FFN
60
Focus Financial Network
Minnesota
$1.24M -$2.58K -37 -0.2%
ASN
61
Advisory Services Network
Georgia
$1.23M -$8.87K -136 -0.7%
CCA
62
Cobblestone Capital Advisors
New York
$1.17M
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.11M +$47.4K +727 +4%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$88.7K +1,360 +9%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.05M +$64.1K +983 +7%
CCA
66
Cottonwood Capital Advisors
Utah
$973K -$24.3K -367 -2%
SFA
67
Source Financial Advisors
New York
$967K -$15.6K -239 -2%
SA
68
Sanctuary Advisors
Indiana
$954K +$954K +14,786 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$946K -$6.45M -98,908 -87%
LGWM
70
Litman Gregory Wealth Management
California
$938K
GPA
71
Garrison Point Advisors
California
$903K
Prudential Financial
72
Prudential Financial
New Jersey
$891K -$74.4K -1,141 -8%
ACM
73
Advisors Capital Management
New Jersey
$887K -$32K -490 -3%
MML Investors Services
74
MML Investors Services
Massachusetts
$846K +$487K +7,468 +136%
MAWCM
75
Mine & Arao Wealth Creation & Management
California
$794K +$9.52K +146 +1%