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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 %
NWM
126
Northwest Wealth Management
Iowa
$23K
SFSIG
127
San Francisco Sentry Investment Group
California
$20K
MSA
128
Marino Stram & Associates
Massachusetts
$20K +$225 +6 +1%
IWA
129
Intercontinental Wealth Advisors
Texas
$17K +$17K +450 New
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$16K
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$15K +$15K +402 New
RFC
132
Regions Financial Corp
Alabama
$13K
BWA
133
BDO Wealth Advisors
Florida
$13K +$117 +3 +0.9%
JA
134
JOYN Advisors
Georgia
$12K
CFGS
135
Concourse Financial Group Securities
Alabama
$12K
Simplex Trading
136
Simplex Trading
Illinois
$11K -$20.1K -543 -65%
AA
137
AlphaMark Advisors
Kentucky
$11K
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$11K +$11K +300 New
GEA
139
Glen Eagle Advisors
New Jersey
$9.77K
AF
140
Allworth Financial
California
$9K
William Blair & Company
141
William Blair & Company
Illinois
$8K
PG
142
Patten Group
Tennessee
$7K
MFT
143
Moisand Fitzgerald Tamayo
Florida
$6K
FRA
144
Front Row Advisors
California
$6K
FHA
145
First Horizon Advisors
Tennessee
$4K
TFA
146
Transamerica Financial Advisors
Florida
$1K
CF
147
Centaurus Financial
California
$2 +$2 +510 +17,000%
Allianz Asset Management
148
Allianz Asset Management
Germany
-$17M -382,332 Closed
BHB
149
Bank Hapoalim BM
Israel
-$5.71M -128,490 Closed
CWM
150
Cornerstone Wealth Management
Missouri
-$178K -64,812 Closed