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iShares US Utilities ETF

222 hedge funds and large institutions have $391M invested in iShares US Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 224222 (-2)

1.98% less ownership

Funds ownership: 43.03%41.04% (-2%)

9% less capital invested

Capital invested by funds: $427M → $391M (-$36.5M)

Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
66
Reduced
59
Closed
23
Calls
$243K
Puts
Net Calls
+$243K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
226
Old Mission Capital
Illinois
-$395K -4,609 Closed
Renaissance Technologies
227
Renaissance Technologies
New York
-$334K -3,900 Closed
SWP
228
Stratos Wealth Partners
Ohio
-$326K -3,803 Closed
AWM
229
Alterna Wealth Management
Texas
-$282K -3,293 Closed
TC
230
Telemus Capital
Michigan
-$218K -2,546 Closed
PIMG
231
Patriot Investment Management Group
Tennessee
-$207K -2,420 Closed
Brown Advisory
232
Brown Advisory
Maryland
-$205K -2,400 Closed
VVP
233
Venture Visionary Partners
Ohio
-$146K -1,700 Closed
CA
234
CoreCap Advisors
Michigan
-$145K -1,693 Closed
AIP
235
Ahrens Investment Partners
Louisiana
-$103K -1,200 Closed
CI
236
CX Institutional
Indiana
-$63K -735 Closed
CAGAS
237
Capital Advisory Group Advisory Services
Minnesota
-$43K -500 Closed
CFGS
238
Concourse Financial Group Securities
Alabama
-$39.6K -440 Closed
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
-$36K -420 Closed
HFS
240
Heritage Financial Services
Massachusetts
-$35K -416 Closed
CWP
241
Concord Wealth Partners
Virginia
-$32K -371 Closed
SWM
242
SeaCrest Wealth Management
New York
-$28K -328 Closed
JMF
243
Johnson Midwest Financial
Iowa
-$21K -248 Closed
TWA
244
TCI Wealth Advisors
Arizona
-$15K -180 Closed
FEG
245
Financial Enhancement Group
Indiana
-$180 -2 -40%
BlackRock
246
BlackRock
New York
+$90 +1 New