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iShares US Financial Services ETF

143 hedge funds and large institutions have $961M invested in iShares US Financial Services ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 21 closing their positions.

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
43
Reduced
33
Closed
21
Calls
$1.51M
Puts
$1.37M
Net Calls
+$140K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
101
Carroll Financial Associates
North Carolina
$113K
BWM
102
BerganKDV Wealth Management
Minnesota
$108K +$108K +2,502 New
LPIC
103
LeJeune Puetz Investment Counsel
Michigan
$105K
AWM
104
AllSquare Wealth Management
New York
$93K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$90K +$32.8K +762 +57%
RCAG
106
Rehmann Capital Advisory Group
Michigan
$89K
MWM
107
MinichMacGregor Wealth Management
New York
$69K
PMFA
108
Plante Moran Financial Advisors
Michigan
$65K
AP
109
Advisors Preferred
Maryland
$63K +$24.1K +555 +62%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$60K +$60K +1,395 New
PCG
111
Private Capital Group
Connecticut
$57K
Deutsche Bank
112
Deutsche Bank
Germany
$39K -$2.55M -58,800 -98%
YWP
113
YorkBridge Wealth Partners
New York
$39K
Simplex Trading
114
Simplex Trading
Illinois
$36K +$36K +840 New
AWMS
115
Advocacy Wealth Management Services
Georgia
$34K
IGGA
116
Iron Gate Global Advisors
Utah
$34K +$34K +780 New
HI
117
Hudock Inc
Pennsylvania
$29K
NWM
118
Northwest Wealth Management
Iowa
$27K
BBHC
119
Brown Brothers Harriman & Co
New York
$26K -$46.1K -1,059 -64%
SFSIG
120
San Francisco Sentry Investment Group
California
$23K -$691K -16,230 -97%
MSA
121
Marino Stram & Associates
Massachusetts
$23K
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$22K +$22K +501 New
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$19K
PCM
124
Princeton Capital Management
New Jersey
$19K
RFC
125
Regions Financial Corp
Alabama
$15K