iShares US Financial Services ETF
144 hedge funds and large institutions have $679M invested in iShares US Financial Services ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 17 closing their positions.
Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
28
Reduced
62
Closed
17
Calls
$1.39M
Puts
$1.16M
Net Calls
+$230K
Net Calls Change
-$1M
Top Buyers
Top Sellers
| 1 |
CS
1
Credit Suisse
Zurich,
Switzerland
|
$4.58M |
| 2 |
2
Bank of New York Mellon
New York
|
$6.71M |
| 3 |
3
Nuveen Asset Management
Chicago,
Illinois
|
$0 |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$13.4M |
| 5 |
5
Morgan Stanley
New York
|
$48.4M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SMFS
151
Squar Milner Financial Services
Irvine,
California
| – | – | -1,224 | Closed |
|
|
BAM
152
Belpointe Asset Management
Reno,
Nevada
| – | – | -1,127 | Closed |
|
|
BWM
153
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | – | -650 | Closed |
|
|
YWP
154
YorkBridge Wealth Partners
New York
| – | – | -250 | Closed |
|
|
TFS
155
TrustCore Financial Services
Brentwood,
Tennessee
| – | – | -105 | Closed |
|
|
RCAG
156
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | – | -97 | Closed |
|
|
EWM
157
Executive Wealth Management
Brighton,
Michigan
| – | – | -66 | Closed |
|
158
AssetMark Inc
Concord,
California
| $0 | 3 | -48 | -94% |
|
|
FHA
159
First Horizon Advisors
Memphis,
Tennessee
| – | – | -42 | Closed |
|
160
Bessemer Group
Woodbridge,
New Jersey
| – | – | -39 | Closed |
|
|
TFA
161
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | – | -1 | Closed |
|
162
Parallax Volatility Advisers
San Francisco,
California
| – | – | -1 | Closed |
|
|
CG
163
Cutler Group
San Francisco,
California
| – | – | – | – |
|