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iShares US Financial Services ETF

232 hedge funds and large institutions have $767M invested in iShares US Financial Services ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-32
Holders Change %
-12.12%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
48
Reduced
98
Closed
59
Calls
$534K
Puts
$296K
Net Calls
+$238K
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
201
Meeder Asset Management
Ohio
$12K
NFSG
202
Newbridge Financial Services Group
Florida
$12K
AF
203
Allworth Financial
California
$11K
GEA
204
Glen Eagle Advisors
New Jersey
$10.7K
TC
205
Trust Company
Kansas
$10K
AIC
206
Archer Investment Corporation
Indiana
$9.63K -$11.1K -225 -54%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$9.52K -$827 -16,296 -8%
IRC
208
Investors Research Corp
Georgia
$9K +$9K +189 New
FA
209
Faithward Advisors
Pennsylvania
$8K
COCM
210
Charter Oak Capital Management
New Hampshire
$8K
AWM
211
Abound Wealth Management
Tennessee
$7.41K
AAP
212
Arax Advisory Partners
Colorado
$7K
MFT
213
Moisand Fitzgerald Tamayo
Florida
$7K
FRA
214
Front Row Advisors
California
$7K
GRP
215
Global Retirement Partners
California
$7K
EIP
216
Ellis Investment Partners
Pennsylvania
$7K +$140 +3 +2%
SWM
217
Spire Wealth Management
Virginia
$7K +$7K +135 New
HBW
218
Hazlett, Burt & Watson
West Virginia
$6K
TWM
219
Tradition Wealth Management
Minnesota
$6K
CA
220
CoreCap Advisors
Michigan
$5K +$5K +99 New
HWA
221
HHM Wealth Advisors
Tennessee
$5K +$5K +108 New
AssetMark Inc
222
AssetMark Inc
California
$4K -$7.94M -172,659 -100%
BA
223
Bellwether Advisors
Nebraska
$4K
TFP
224
Tilia Fiduciary Partners
North Carolina
$4K
AWM
225
Avior Wealth Management
Nebraska
$4K +$4K +90 New