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iShares US Financial Services ETF

148 hedge funds and large institutions have $849M invested in iShares US Financial Services ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 32 closing their positions.

Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
39
Reduced
45
Closed
32
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.67M
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$105M 939,327 -42,348 -4%
Bank of America
2
Bank of America
North Carolina
$94M 837,310 +43,863 +6%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$86.1M 766,827 +42,106 +6%
Goldman Sachs
4
Goldman Sachs
New York
$66.3M 590,135 -18,340 -3%
RJA
5
Raymond James & Associates
Florida
$59.9M 533,236 -6,462 -1%
Morgan Stanley
6
Morgan Stanley
New York
$48.7M 433,819 -99,899 -19%
BTS
7
BB&T Securities
Virginia
$40.8M 363,201 +42,202 +13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$30.4M 270,635 -13,638 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$25M 223,083 +38,774 +21%
FWCM
10
Ferguson Wellman Capital Management
Oregon
$23.7M 211,280 +211,280 New
UBS Group
11
UBS Group
Switzerland
$20.2M 180,350 +4,191 +2%
WA
12
WestEnd Advisors
North Carolina
$19M 169,463 +24,186 +17%
CAM
13
Cresset Asset Management
Illinois
$17M 151,418 +151,418 New
Wells Fargo
14
Wells Fargo
California
$15.8M 140,907 -16,902 -11%
MCWS
15
McKinley Carter Wealth Services
West Virginia
$13.9M 124,144 -33,762 -21%
LPL Financial
16
LPL Financial
California
$12.3M 109,860 -20,953 -16%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12M 106,813 +38,637 +57%
NSLI
18
Nan Shan Life Insurance
Taiwan
$11.3M 100,256
Citadel Advisors
19
Citadel Advisors
Florida
$9.4M 83,727 -30,562 -27%
TC
20
Trust Company
Kansas
$8.33M 74,210 +74,210 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$7M 62,320 +30 +0%
BCI
22
Brinker Capital Investments
Pennsylvania
$6.85M 61,000 +61,000 New
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$6.07M 54,060 -1,151 -2%
QA
24
Quantitative Advantage
Minnesota
$5.73M 51,062 -45,098 -47%
SI
25
Stephens Inc
Arkansas
$5.49M 48,901 -4,985 -9%