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iShares US Financial Services ETF

149 hedge funds and large institutions have $972M invested in iShares US Financial Services ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
47
Reduced
39
Closed
16
Calls
$1.55M
Puts
$653K
Net Calls
+$894K
Net Calls Change
+$754K
Name Holding Trade Value Shares
Change
Shares
Change %
APA
101
American Portfolios Advisors
New York
$173K +$15.1K +339 +10%
GWM
102
Geneos Wealth Management
Colorado
$157K
MCM
103
Manchester Capital Management
Vermont
$149K
CFA
104
Carroll Financial Associates
North Carolina
$116K
VFA
105
Valeo Financial Advisors
Indiana
$112K
BWM
106
BerganKDV Wealth Management
Minnesota
$111K
LPIC
107
LeJeune Puetz Investment Counsel
Michigan
$108K
AWM
108
AllSquare Wealth Management
New York
$107K +$10.8K +243 +11%
RCAG
109
Rehmann Capital Advisory Group
Michigan
$91.6K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$89K +$66.8K +1,506 +301%
GP
111
Girard Partners
Pennsylvania
$75K +$75K +1,710 New
PMFA
112
Plante Moran Financial Advisors
Michigan
$67K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$66K -$27.4K -612 -29%
PCG
114
Private Capital Group
Connecticut
$58K
PCM
115
Princeton Capital Management
New Jersey
$43K +$23.1K +522 +116%
MWM
116
MinichMacGregor Wealth Management
New York
$42K -$28.7K -645 -41%
SFM
117
Signet Financial Management
New Jersey
$40K +$40K +900 New
Simplex Trading
118
Simplex Trading
Illinois
$37K
AWMS
119
Advocacy Wealth Management Services
Georgia
$35K
ASN
120
Advisory Services Network
Georgia
$35K +$35K +786 New
YWP
121
YorkBridge Wealth Partners
New York
$33K -$6.6K -150 -17%
IGGA
122
Iron Gate Global Advisors
Utah
$33K
HI
123
Hudock Inc
Pennsylvania
$29K
NWM
124
Northwest Wealth Management
Iowa
$27K
SFSIG
125
San Francisco Sentry Investment Group
California
$24K