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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 %
GEA
201
Glen Eagle Advisors
New Jersey
$14.3K
TC
202
Trust Company
Kansas
$13.7K
EWA
203
EverSource Wealth Advisors
Alabama
$13.5K +$13.5K +213 New
IA
204
IFP Advisors
Florida
$13.3K
WTA
205
Washington Trust Advisors
Massachusetts
$12.7K
FRA
206
Front Row Advisors
California
$9.95K
AIC
207
Archer Investment Corporation
Indiana
$9.95K
AWM
208
Abound Wealth Management
Tennessee
$9.95K
MFT
209
Moisand Fitzgerald Tamayo
Florida
$9.75K
SL
210
Salomon & Ludwin
Virginia
$9.75K
CWC
211
Carolinas Wealth Consulting
North Carolina
$8.95K -$202K -3,045 -96%
QCG
212
Quadrant Capital Group
Ohio
$8.35K -$118K -1,782 -93%
CFGS
213
Concourse Financial Group Securities
Alabama
$8.15K
HBW
214
Hazlett, Burt & Watson
West Virginia
$8K +$65 +1 +0.8%
CT
215
Colonial Trust
South Carolina
$6.93K
GWP
216
Gen-Wealth Partners
Michigan
$5.37K +$5.37K +81 New
VWM
217
Venturi Wealth Management
Texas
$4.38K
FAM
218
Family Asset Management
South Carolina
$4.18K
EDRH
219
Edmond de Rothschild Holding
Switzerland
$3.18K
KWAG
220
Kiely Wealth Advisory Group
North Carolina
$2.33K
VAG
221
VisionPoint Advisory Group
Texas
$2.19K
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99K
GRP
223
Global Retirement Partners
California
$1.59K
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$1.59K +$1.59K +24 New
KFI
225
Key Financial Inc
Pennsylvania
$1.19K