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iShares US Financial Services ETF

83 hedge funds and large institutions have $436M invested in iShares US Financial Services ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 17 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
19
Increased
33
Reduced
20
Closed
17
Calls
$2.76M
Puts
$1.86M
Net Calls
+$899K
Net Calls Change
+$215K
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$73.3M 814,527 -446,381 -35%
Goldman Sachs
2
Goldman Sachs
New York
$52M 578,063 +21,984 +4%
Bank of America
3
Bank of America
North Carolina
$50.8M 564,446 +76,157 +16%
Morgan Stanley
4
Morgan Stanley
New York
$48.7M 541,711 +54,154 +11%
PAG
5
Pinnacle Advisory Group
Maryland
$25M 278,224 +278,224 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.6M 262,633 +38,351 +17%
Wells Fargo
7
Wells Fargo
California
$17.5M 194,485 -1,199 -0.6%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$17M 188,500 +188,500 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$13.2M 146,401 +78,984 +117%
LPL Financial
10
LPL Financial
California
$10.6M 120,453 +47,153 +64%
UBS Group
11
UBS Group
Switzerland
$9.79M 108,747 +5,818 +6%
HF
12
Hoxton Financial
West Virginia
$9.29M 103,231 +1,849 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$8.02M 89,097 +17,218 +24%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$6.1M 67,815 +67,815 New
Citadel Advisors
15
Citadel Advisors
Florida
$5.62M 62,494 -40,870 -40%
ANTB
16
AMG National Trust Bank
Colorado
$5.49M 61,038 +2,449 +4%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$5.1M 56,669 +981 +2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.34M 48,246 +8,256 +21%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.92M 43,518 -5,615 -11%
SI
20
Stephens Inc
Arkansas
$3.12M 34,695 -226 -0.6%
GLRA
21
Gerald L. Ray & Associates
Texas
$2.59M 28,768 -420 -1%
BFA
22
Beaumont Financial Advisors
Massachusetts
$2.58M 28,707 +28,707 New
TRCT
23
Tower Research Capital (TRC)
New York
$2.38M 26,410 +9,177 +53%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$2.21M 24,532 +142 +0.6%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$2.14M 23,722 +5,238 +28%