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iShares US Financial Services ETF

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
EH
126
Equitable Holdings
New York
$231K +$7.11K +135 +3%
GFA
127
Gallagher Fiduciary Advisors
Illinois
$231K +$231K +4,386 New
TSS
128
Two Sigma Securities
New York
$222K +$222K +4,218 New
CIA
129
Capital Investment Advisors
Georgia
$221K
CI
130
CX Institutional
Indiana
$209K +$209K +3,972 New
HSA
131
HBK Sorce Advisory
Pennsylvania
$208K +$208K +3,942 New
W
132
WealthOne
New York
$205K +$205K +3,891 New
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$204K +$204K +3,873 New
WAM
134
WNY Asset Management
New York
$200K -$67.1K -1,275 -25%
HI
135
Harbour Investments
Wisconsin
$182K +$37.8K +717 +26%
AF
136
Advisornet Financial
Minnesota
$182K -$68.6K -1,302 -27%
ADL
137
Asset Dedication LLC
California
$169K
CWC
138
Carolinas Wealth Consulting
North Carolina
$167K
IGWM
139
ICA Group Wealth Management
Colorado
$166K -$57.5K -1,092 -26%
MCM
140
Manchester Capital Management
Vermont
$141K
FFA
141
Founders Financial Alliance
North Carolina
$122K -$5.85K -111 -5%
AWM
142
AllSquare Wealth Management
New York
$121K
AA
143
AlphaMark Advisors
Kentucky
$112K -$7.89K -150 -7%
TPCW
144
TD Private Client Wealth
New York
$103K +$14.4K +273 +16%
QCG
145
Quadrant Capital Group
Ohio
$100K
William Blair & Company
146
William Blair & Company
Illinois
$97.4K +$158 +3 +0.2%
OP
147
ORG Partners
Indiana
$79.7K +$79.7K +1,500 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$70.5K -$19K -360 -21%
S
149
SignatureFD
Georgia
$52.6K +$790 +15 +2%
CA
150
Centerpoint Advisors
Massachusetts
$51K