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iShares US Financial Services ETF

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K
Name Holding Trade Value Shares
Change
Shares
Change %
CSWM
176
Cassady Schiller Wealth Management
Ohio
$39.8K
YDMI
177
Y.D. More Investments
Israel
$39.4K -$10.2K -156 -21%
PTC
178
Private Trust Company
Ohio
$37.8K
MG
179
Mather Group
Illinois
$36.2K +$36.2K +202 New
ACA
180
Aptus Capital Advisors
Alabama
$35.5K +$35.5K +535 New
AAP
181
Arax Advisory Partners
Colorado
$34.8K
FFA
182
Frazier Financial Advisors
Ohio
$32.4K
GT
183
Glenmede Trust
Pennsylvania
$32K
SIC
184
Salem Investment Counselors
North Carolina
$29.8K
ITIM
185
Indiana Trust & Investment Management
Indiana
$26.7K -$13.3K -201 -33%
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$24.6K -$200K -3,016 -89%
TAM
187
Tucker Asset Management
Colorado
$22.9K
SWA
188
SOA Wealth Advisors
New York
$22.2K -$66 -1 -0.3%
AA
189
Ancora Advisors
Ohio
$21.5K
CIAS
190
Capital Investment Advisory Services
North Carolina
$20.7K -$994 -15 -5%
TSWM
191
Tyler-Stone Wealth Management
Ohio
$20.3K
HIA
192
Harbor Investment Advisory
Maryland
$17.9K
RIL
193
Rothschild Investment LLC
Illinois
$17.5K
AWM
194
Aspire Wealth Management
Massachusetts
$16.8K -$1.06K -16 -6%
NFSG
195
Newbridge Financial Services Group
Florida
$16.4K +$66 +1 +0.4%
FGA
196
Fortis Group Advisors
New Jersey
$15.9K -$15.9K -240 -50%
AF
197
Allworth Financial
California
$15.4K +$66 +1 +0.4%
TFGT
198
TS Financial Group (TSFG)
Illinois
$15K -$12K -180 -44%
Bessemer Group
199
Bessemer Group
New Jersey
$15K
HNB
200
Huntington National Bank
Ohio
$14.9K -$13.4K