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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 %
AIC
201
Archer Investment Corporation
Indiana
$8.47K -$706 -15 -8%
GRP
202
Global Retirement Partners
California
$8K +$157 +3 +2%
AWM
203
Abound Wealth Management
Tennessee
$7.06K
MFT
204
Moisand Fitzgerald Tamayo
Florida
$7K
EIP
205
Ellis Investment Partners
Pennsylvania
$7K
FRA
206
Front Row Advisors
California
$7K
GIA
207
Goodwin Investment Advisory
Georgia
$6K -$18.7K -393 -76%
HBW
208
Hazlett, Burt & Watson
West Virginia
$6K
TWM
209
Tradition Wealth Management
Minnesota
$6K
AWM
210
Avior Wealth Management
Nebraska
$4K
LFGH
211
Lee Financial Group Hawaii
Hawaii
$3.76K +$49 +1,050 +1%
HWMA
212
Heritage Wealth Management (Arizona)
Arizona
$3K
TFP
213
Tilia Fiduciary Partners
North Carolina
$3K
AIM
214
Anchor Investment Management
South Carolina
$2.4K +$2.4K +51 New
AssetMark Inc
215
AssetMark Inc
California
$1K -$3.14K -66 -76%
BA
216
Bellwether Advisors
Nebraska
$1K -$1K -42 -50%
FHA
217
First Horizon Advisors
Tennessee
$1K
LWANC
218
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
KFI
219
Key Financial Inc
Pennsylvania
$1K
NFC
220
Northeast Financial Consultants
Connecticut
-$1.51M -30,597 Closed
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
-$1.18M -23,781 Closed
PAG
222
Private Advisory Group
Washington
-$925K -18,723 Closed
FTUS
223
Flow Traders U.S.
New York
-$913K -18,483 Closed
BWG
224
Beta Wealth Group
California
-$522K -10,569 Closed
LWM
225
Laidlaw Wealth Management
New York
-$433K -8,757 Closed