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iShares US Financial Services ETF

104 hedge funds and large institutions have $459M invested in iShares US Financial Services ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+31
Holders Change %
+42.47%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
38
Increased
31
Reduced
20
Closed
6
Calls
$1.53M
Puts
$1.75M
Net Calls
-$223K
Net Calls Change
+$421K
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$58M 545,856 -62,880 -10%
Morgan Stanley
2
Morgan Stanley
New York
$48.8M 459,376 -10,998 -2%
RIG
3
RiverFront Investment Group
Virginia
$39.3M 369,932 +369,932 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$35.3M 331,995 +331,995 New
Bank of America
5
Bank of America
North Carolina
$26.8M 252,178 +38,390 +18%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$24.8M 281,900
Fidelity Investments
7
Fidelity Investments
Massachusetts
$19.9M 187,090 +72,791 +64%
UBS Group
8
UBS Group
Switzerland
$16.1M 151,608 +34,308 +29%
Wells Fargo
9
Wells Fargo
California
$15.7M 147,723 +54,942 +59%
LPL Financial
10
LPL Financial
California
$14.2M 131,712 +83,497 +173%
RJA
11
Raymond James & Associates
Florida
$13.6M 128,249 +106,199 +482%
Citadel Advisors
12
Citadel Advisors
Florida
$11.9M 111,842 +11,683 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11.3M 106,060 +43,619 +70%
QA
14
Quantitative Advantage
Minnesota
$11M 103,910 +103,910 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.94M 93,572 +26,357 +39%
UCFA
16
United Capital Financial Advisors
Texas
$8.54M 80,391 -15,458 -16%
RTS
17
Round Table Services
New Jersey
$7.39M 69,530 +69,530 New
BHB
18
Bank Hapoalim BM
Israel
$5.7M 53,595 +560 +1%
TH
19
Timber Hill
Connecticut
$4.99M 46,992 +11,979 +34%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$4.75M 44,718 +44,718 New
MCWS
21
McKinley Carter Wealth Services
West Virginia
$4.51M 42,429 -303 -0.7%
BCI
22
Brinker Capital Investments
Pennsylvania
$4.36M 41,000 +6,000 +17%
GLRA
23
Gerald L. Ray & Associates
Texas
$3.87M 36,423 +455 +1%
SI
24
Stephens Inc
Arkansas
$3.44M 32,410 -323 -1%
SB
25
Suntrust Banks
Georgia
$3.37M 31,747 +7,266 +30%