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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 %
IA
101
IFP Advisors
Florida
$130K
VFA
102
Valeo Financial Advisors
Indiana
$117K +$7.75K +177 +7%
CFA
103
Carroll Financial Associates
North Carolina
$114K
LPIC
104
LeJeune Puetz Investment Counsel
Michigan
$106K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$96K -$41.6K -975 -30%
AWM
106
AllSquare Wealth Management
New York
$94K
RCAG
107
Rehmann Capital Advisory Group
Michigan
$90K +$90K +2,061 New
IWM
108
IHT Wealth Management
Illinois
$86K +$22.1K +519 +35%
BBHC
109
Brown Brothers Harriman & Co
New York
$72K +$48K +1,104 +200%
MWM
110
MinichMacGregor Wealth Management
New York
$69K
PMFA
111
Plante Moran Financial Advisors
Michigan
$65K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$58K
PCG
113
Private Capital Group
Connecticut
$57K
CCA
114
Clearwater Capital Advisors
Illinois
$56K +$56K +1,287 New
ASN
115
Advisory Services Network
Georgia
$46K +$46K +1,065 New
YWP
116
YorkBridge Wealth Partners
New York
$40K -$4.67K -105 -10%
AP
117
Advisors Preferred
Maryland
$39K -$18M -412,506 -100%
AWMS
118
Advocacy Wealth Management Services
Georgia
$34K
BC
119
Bartlett & Co
Ohio
$34K +$34K +777 New
BCWM
120
Bartlett & Co Wealth Management
Ohio
$33.9K +$33.9K +777 New
HI
121
Hudock Inc
Pennsylvania
$29K
NWM
122
Northwest Wealth Management
Iowa
$27K +$27K +618 New
MGIA
123
Moneta Group Investment Advisors
Missouri
$23K +$23K +525 New
MSA
124
Marino Stram & Associates
Massachusetts
$23K +$23K +528 New
1IA
125
1834 Investment Advisors
Wisconsin
$22K