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iShares US Financial Services ETF

218 hedge funds and large institutions have $748M invested in iShares US Financial Services ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
18
Increased
61
Reduced
78
Closed
28
Calls
$1.05M
Puts
$537K
Net Calls
+$508K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Shares
Change %
LPIC
151
LeJeune Puetz Investment Counsel
Michigan
$122K +$122K +2,586 New
AWM
152
AllSquare Wealth Management
New York
$113K
TWC
153
TD Waterhouse Canada
Ontario, Canada
$112K -$6.71K -129 -6%
William Blair & Company
154
William Blair & Company
Illinois
$108K +$141 +3 +0.1%
TPCW
155
TD Private Client Wealth
New York
$102K
QCG
156
Quadrant Capital Group
Ohio
$90K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$80K
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$64K -$24.6K -522 -28%
LDFR
159
Lehman & Derafelo Financial Resources
Pennsylvania
$61K +$142 +3 +0.2%
MWC
160
MBM Wealth Consultants
Missouri
$56K -$3.05K -63 -5%
APA
161
American Portfolios Advisors
New York
$50.8K
SAM
162
Strategic Asset Management
Minnesota
$49K +$140 +3 +0.3%
S
163
SignatureFD
Georgia
$48K +$280 +6 +0.6%
CFGS
164
Concourse Financial Group Securities
Alabama
$46K
SSC
165
Syverson Strege & Co
Iowa
$45K +$282 +6 +0.6%
SWM
166
Spire Wealth Management
Virginia
$45K +$38.6K +810 +600%
TFS
167
TrustCore Financial Services
Tennessee
$44K
EAM
168
Erste Asset Management
Austria
$42.2K
GWSG
169
GPS Wealth Strategies Group
Colorado
$32K
WCAMG
170
Woodard & Company Asset Management Group
North Carolina
$30K
AWMS
171
Advocacy Wealth Management Services
Georgia
$30K
LWP
172
Lumature Wealth Partners
Georgia
$28K -$3.07K -66 -10%
CFB
173
Cullen/Frost Bankers
Texas
$28K
PTC
174
Private Trust Company
Ohio
$27K -$2.42K -51 -8%
RA
175
Rise Advisors
New York
$23K +$139 +3 +0.6%