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iShares US Financial Services ETF

146 hedge funds and large institutions have $994M invested in iShares US Financial Services ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
24
Increased
50
Reduced
29
Closed
17
Calls
$1.87M
Puts
$2.78M
Net Calls
-$903K
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
76
Raymond James Trust
Florida
$381K +$6.29K +144 +2%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$365K +$26.5K +606 +8%
GW
78
GW & Wade
Massachusetts
$350K
US Bancorp
79
US Bancorp
Minnesota
$307K -$41.3K -945 -12%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$302K +$110K +2,523 +57%
LSAG
81
Lake Street Advisors Group
New Hampshire
$301K
CWS
82
Cypress Wealth Services
California
$281K +$38.1K +873 +16%
ALIONA
83
Allianz Life Insurance of North America
Minnesota
$271K +$271K +6,210 New
Northern Trust
84
Northern Trust
Illinois
$259K -$16.4K -375 -6%
HighTower Advisors
85
HighTower Advisors
Illinois
$255K -$5.78K -132 -2%
VA
86
Valmark Advisers
Ohio
$248K
Bessemer Group
87
Bessemer Group
New Jersey
$244K
CIA
88
Capital Investment Advisors
Georgia
$224K
FAAS
89
First Allied Advisory Services
California
$215K +$19.5K +450 +10%
SMFS
90
Squar Milner Financial Services
California
$209K -$26K -597 -11%
SIM
91
Sterling Investment Management
Arizona
$203K
CCT
92
Country Club Trust
Missouri
$202K +$202K +4,635 New
FANJ
93
Financial Architects (New Jersey)
New Jersey
$196K
MOS
94
MGO One Seven
Ohio
$174K
CF
95
Centaurus Financial
California
$169K +$169K +3,873 New
Citigroup
96
Citigroup
New York
$166K +$15.2K +348 +10%
APA
97
American Portfolios Advisors
New York
$155K +$35.6K +816 +30%
GWM
98
Geneos Wealth Management
Colorado
$154K
MCM
99
Manchester Capital Management
Vermont
$146K
PS
100
Portfolio Strategies
New York
$137K +$137K +3,135 New