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iShares US Financial Services ETF

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Shares
Change %
NIWA
101
New Insight Wealth Advisors
California
$455K -$91.4K -1,401 -17%
MW
102
Marcum Wealth
Ohio
$419K -$42K -644 -9%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$405K
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$401K
IAG
105
Investmark Advisory Group
Connecticut
$397K +$1.3K +20 +0.3%
PS
106
Principal Securities
Iowa
$397K -$44K -675 -10%
COCM
107
Charter Oak Capital Management
New Hampshire
$388K -$10.2K -156 -3%
TW
108
TritonPoint Wealth
Maryland
$336K -$88K -1,350 -21%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$336K -$85.8K -1,317 -20%
RIA
110
Realta Investment Advisors
Delaware
$324K -$30K -460 -8%
CIC
111
Carnegie Investment Counsel
Ohio
$322K +$7.96K +122 +3%
AWE
112
Avidian Wealth Enterprises
Texas
$303K +$303K +4,651 New
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$301K +$301K +4,615 New
HFW
114
Horizon Family Wealth
Illinois
$299K +$2.8K +43 +0.9%
SFC
115
Swisher Financial Concepts
Ohio
$295K -$51.2K -774 -15%
AI
116
Atria Investments
North Carolina
$293K +$293K +4,498 New
RFA
117
Register Financial Advisors
Georgia
$290K +$717 +11 +0.2%
GFA
118
Gallagher Fiduciary Advisors
Illinois
$287K -$717 -11 -0.2%
CF
119
Centaurus Financial
California
$285K -$54.2K -829 -16%
CWA
120
Capital Wealth Alliance
Arizona
$283K -$6.26K -96 -2%
ICP
121
Interchange Capital Partners
Pennsylvania
$279K -$79.6K -1,220 -22%
RJT
122
Raymond James Trust
Florida
$276K +$31.1K +477 +13%
DADC
123
D.A. Davidson & Co
Montana
$269K -$74.7K -1,146 -22%
FTUS
124
Flow Traders U.S.
New York
$265K +$265K +4,068 New
WIA
125
Wetzel Investment Advisors
Indiana
$261K