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iShares US Financial Services ETF

148 hedge funds and large institutions have $849M invested in iShares US Financial Services ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
39
Reduced
45
Closed
32
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
76
AMG National Trust Bank
Colorado
$384K +$225 +6 +0.1%
OC
77
Oppenheimer & Co
New York
$382K -$173K -4,626 -31%
RJT
78
Raymond James Trust
Florida
$369K +$11.2K +300 +3%
FHA
79
Flagship Harbor Advisors
Massachusetts
$363K -$4.83K -129 -1%
HIIFS
80
Harel Insurance Investments & Financial Services
Israel
$337K -$506K -13,500 -60%
VFA
81
Voya Financial Advisors
Connecticut
$314K +$15.4K +414 +5%
CWM
82
Cordatus Wealth Management
Pennsylvania
$309K +$309K +8,256 New
GW
83
GW & Wade
Massachusetts
$300K
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$298K +$97.2K +2,595 +48%
KFGK
85
Keystone Financial Group (Kentucky)
Kentucky
$289K +$561 +15 +0.2%
US Bancorp
86
US Bancorp
Minnesota
$274K +$11.1K +297 +4%
NFG
87
Next Financial Group
Texas
$271K +$260K +6,954 +2,466%
CWS
88
Cypress Wealth Services
California
$265K -$95.7K -2,559 -27%
HFS
89
HL Financial Services
Kentucky
$249K +$17.2K +459 +7%
Renaissance Technologies
90
Renaissance Technologies
New York
$247K +$247K +6,600 New
SPC
91
Sigma Planning Corp
Michigan
$232K -$69.2K -1,851 -23%
GP
92
Girard Partners
Pennsylvania
$231K +$167K +4,482 +262%
GFP
93
Gryphon Financial Partners
Ohio
$226K +$226K +5,196 New
FAAS
94
First Allied Advisory Services
California
$210K +$16.9K +456 +9%
Bessemer Group
95
Bessemer Group
New Jersey
$209K
Mariner
96
Mariner
Kansas
$208K
Northern Trust
97
Northern Trust
Illinois
$200K -$50.5K -1,350 -20%
FANJ
98
Financial Architects (New Jersey)
New Jersey
$168K
SMFS
99
Squar Milner Financial Services
California
$163K -$16.1K -432 -9%
BAM
100
Belpointe Asset Management
Nevada
$156K +$156K +4,170 New