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iShares US Financial Services ETF

219 hedge funds and large institutions have $1.28B invested in iShares US Financial Services ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+77
Holders Change %
+54.23%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
95
Increased
59
Reduced
32
Closed
18
Calls
$728K
Puts
$203K
Net Calls
+$525K
Net Calls Change
+$186K
Name Holding Trade Value Shares
Change
Shares
Change %
APC
176
Aspire Private Capital
North Carolina
$92K +$92K +2,313 New
SF
177
Synovus Financial
Georgia
$87K +$23.5K +585 +37%
EDRH
178
Edmond de Rothschild Holding
Switzerland
$78K +$78K +1,950 New
CFA
179
Carroll Financial Associates
North Carolina
$77K -$26.7K -675 -26%
TC
180
Trust Company
Kansas
$67K
FHA
181
Flagship Harbor Advisors
Massachusetts
$65K +$65K +1,638 New
Citigroup
182
Citigroup
New York
$53K
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$46K +$46K +1,176 New
PMFA
184
Plante Moran Financial Advisors
Michigan
$44K
S
185
SignatureFD
Georgia
$39K +$14K +354 +56%
TFS
186
TrustCore Financial Services
Tennessee
$37K +$37K +933 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$36K +$15.6K +390 +76%
HI
188
Hudock Inc
Pennsylvania
$33K +$11.6K +297 +54%
EP
189
Eudaimonia Partners
Tennessee
$33K +$33K +825 New
LWM
190
Lenox Wealth Management
Ohio
$32K +$32K +816 New
AWMS
191
Advocacy Wealth Management Services
Georgia
$29K
GRP
192
Global Retirement Partners
California
$25K +$25K +624 New
CFB
193
Cullen/Frost Bankers
Texas
$24K
AssetMark Inc
194
AssetMark Inc
California
$24K +$23.6K +597 +6,633%
BWA
195
BDO Wealth Advisors
Florida
$20K
JSC
196
Jackson Square Capital
California
$19K
LDFR
197
Lehman & Derafelo Financial Resources
Pennsylvania
$13K
CG
198
Cutler Group
California
$11K +$11K +300 New
GEA
199
Glen Eagle Advisors
New Jersey
$10.4K
AF
200
Allworth Financial
California
$9K