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iShares US Financial Services ETF

146 hedge funds and large institutions have $994M invested in iShares US Financial Services ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
24
Increased
50
Reduced
29
Closed
17
Calls
$1.87M
Puts
$2.78M
Net Calls
-$903K
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$130M -$6.09M -139,506 -4%
Bank of America
2
Bank of America
North Carolina
$101M +$13.8M +315,549 +16%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$85.5M -$2.2M -50,433 -3%
Goldman Sachs
4
Goldman Sachs
New York
$79.8M +$7.92M +181,359 +11%
Morgan Stanley
5
Morgan Stanley
New York
$70.6M +$1.62M +37,194 +2%
RJA
6
Raymond James & Associates
Florida
$66.4M +$3.23M +73,899 +5%
MIH
7
Meitav Investment House
Israel
$39.4M -$20.8M -476,613 -35%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$38.8M +$53.4K +1,224 +0.1%
BTS
9
BB&T Securities
Virginia
$32.6M +$10.3M +235,533 +46%
UBS Group
10
UBS Group
Switzerland
$30.6M +$3.76M +86,199 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23M +$743K +17,019 +3%
Wells Fargo
12
Wells Fargo
California
$21M +$4.33M +99,162 +26%
MCWS
13
McKinley Carter Wealth Services
West Virginia
$18.6M +$1.12M +25,608 +6%
LPL Financial
14
LPL Financial
California
$17.4M -$2.51M -57,471 -13%
Allianz Asset Management
15
Allianz Asset Management
Germany
$16.7M +$16.7M +382,332 New
WA
16
WestEnd Advisors
North Carolina
$16.2M +$1.75M +40,008 +12%
NSLI
17
Nan Shan Life Insurance
Taiwan
$14.3M +$14.3M +327,900 New
QA
18
Quantitative Advantage
Minnesota
$12.3M +$107K +2,442 +0.9%
Citadel Advisors
19
Citadel Advisors
Florida
$12.2M +$827K +18,951 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11.4M -$787K -18,132 -6%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$9.24M +$2.35M +53,925 +34%
BCI
22
Brinker Capital Investments
Pennsylvania
$9.17M
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$7.67M +$272K +6,225 +4%
BHB
24
Bank Hapoalim BM
Israel
$7.49M -$89.1K -2,040 -1%
SI
25
Stephens Inc
Arkansas
$7.13M -$11.9K -273 -0.2%