We are live on
!
Find out more
iShares US Utilities ETF
215 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.52% less ownership
Funds ownership: 42.34% → 41.82% (-0.52%)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
1% less funds holding
Funds holding: 218 → 215 (-3)
10% less capital invested
Capital invested by funds: $413M → $373M (-$39.2M)
20% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 69
Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
55
Reduced
69
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
+$6.39M |
| 2 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$3.69M |
| 3 |
Jane Street
New York
|
+$3.34M |
| 4 |
Two Sigma Investments
New York
|
+$1.08M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$730K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
226
Synovus Financial
Columbus,
Georgia
| – | -$245K | -2,923 | Closed |
|
|
CA
227
Cetera Advisors
Denver,
Colorado
| – | -$211K | -2,526 | Closed |
|
|
MC
228
Moors & Cabot
Boston,
Massachusetts
| – | -$211K | -2,516 | Closed |
|
229
Brown Advisory
Baltimore,
Maryland
| – | -$201K | -2,400 | Closed |
|
|
AAS
230
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$129K | -1,535 | Closed |
|
|
CHA
231
Carmichael Hill & Associates
Gaithersburg,
Maryland
| – | -$18.4K | -220 | Closed |
|
|
AWM
232
Accel Wealth Management
Waverly,
Iowa
| – | -$10.9K | -130 | Closed |
|
|
JIR
233
James Investment Research
Alpha,
Ohio
| – | -$10K | -115 | Closed |
|
|
AP
234
Advisors Preferred
Rockville,
Maryland
| – | -$5.9K | -71 | Closed |
|
|
RP
235
Rice Partnership
Honolulu,
Hawaii
| – | -$2.51K | -30 | Closed |
|
|
OC
236
Oakworth Capital
Birmingham,
Alabama
| – | -$1.42K | -17 | Closed |
|