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iShares US Financial Services ETF

73 hedge funds and large institutions have $256M invested in iShares US Financial Services ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
21
Reduced
24
Closed
5
Calls
$588K
Puts
$1.23M
Net Calls
-$644K
Net Calls Change
+$291K
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$53.4M 608,736 -15,997 -3%
Morgan Stanley
2
Morgan Stanley
New York
$41.3M 470,374 +48,526 +12%
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$24.8M 281,900 +93,400 +50%
Bank of America
4
Bank of America
North Carolina
$18.8M 213,788 -205,017 -49%
UBS Group
5
UBS Group
Switzerland
$10.3M 117,300 +21,008 +22%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$10M 114,299 -4,671 -4%
Citadel Advisors
7
Citadel Advisors
Florida
$8.79M 100,159 -123 -0.1%
UCFA
8
United Capital Financial Advisors
Texas
$8.41M 95,849 -5,622 -6%
Wells Fargo
9
Wells Fargo
California
$8.14M 92,781 +24,882 +37%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.9M 67,215 +67,215 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.48M 62,441 -20,550 -25%
BHB
12
Bank Hapoalim BM
Israel
$4.65M 53,035 -22,900 -30%
TRCT
13
Tower Research Capital (TRC)
New York
$4.61M 52,560 +42,667 +431%
LPL Financial
14
LPL Financial
California
$4.24M 48,215 -7,201 -13%
MCWS
15
McKinley Carter Wealth Services
West Virginia
$3.75M 42,732 -545 -1%
GLRA
16
Gerald L. Ray & Associates
Texas
$3.16M 35,968 +6,768 +23%
TH
17
Timber Hill
Connecticut
$3.07M 35,013 +35,013 New
BCI
18
Brinker Capital Investments
Pennsylvania
$3.07M 35,000 +7,500 +27%
SI
19
Stephens Inc
Arkansas
$2.87M 32,733 +685 +2%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$2.16M 24,597 +220 +0.9%
SB
21
Suntrust Banks
Georgia
$2.15M 24,481 +3,083 +14%
SC
22
Scotia Capital
Ontario, Canada
$2M 22,733 +1,153 +5%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.94M 22,083 -571 -3%
RJA
24
Raymond James & Associates
Florida
$1.94M 22,050 +2,367 +12%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.84M 20,923 -2,440 -10%