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iShares US Financial Services ETF

104 hedge funds and large institutions have $459M invested in iShares US Financial Services ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+31
Holders Change %
+42.47%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
38
Increased
31
Reduced
20
Closed
6
Calls
$1.53M
Puts
$1.75M
Net Calls
-$223K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$131K -$19.6K -552 -13%
GWM
77
Geneos Wealth Management
Colorado
$125K
EDRH
78
Edmond de Rothschild Holding
Switzerland
$121K
MCM
79
Manchester Capital Management
Vermont
$118K
EWM
80
Evercore Wealth Management
New York
$106K
CFA
81
Carroll Financial Associates
North Carolina
$92K
NFG
82
Next Financial Group
Texas
$88K +$88K +2,487 New
MWM
83
MinichMacGregor Wealth Management
New York
$56K
PMFA
84
Plante Moran Financial Advisors
Michigan
$53K
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42K
WA
86
WFG Advisors
Texas
$41K +$41K +1,149 New
YWP
87
YorkBridge Wealth Partners
New York
$34K +$34K +1,005 New
IWM
88
IHT Wealth Management
Illinois
$26K +$26K +735 New
Simplex Trading
89
Simplex Trading
Illinois
$26K +$26K +750 New
Citigroup
90
Citigroup
New York
$17K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$17K +$17K +468 New
PAI
92
Pittenger & Anderson Inc
Nebraska
$16K -$53.3K -1,500 -77%
BTIS
93
BB&T Investment Services
North Carolina
$13K +$13K +342 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$11K +$11K +306 New
AWMS
95
Advocacy Wealth Management Services
Georgia
$10K +$10K +273 New
HI
96
Hudock Inc
Pennsylvania
$9K +$9K +255 New
AF
97
Allworth Financial
California
$8K +$8K +231 New
PG
98
Patten Group
Tennessee
$7K
Creative Planning
99
Creative Planning
Kansas
$7K +$7K +204 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +135 New