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iShares US Utilities ETF

175 hedge funds and large institutions have $308M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $313M → $308M (-$5.29M)

2.78% less ownership

Funds ownership: 82.63%79.84% (-2.8%)

5% less funds holding

Funds holding: 184175 (-9)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

42% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 69

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
40
Reduced
69
Closed
18
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.71M +$204K +2,776 +8%
EHC
27
Everett Harris & Co
California
$2.57M -$4.4K -60 -0.2%
RJA
28
Raymond James & Associates
Florida
$2.27M -$307K -4,188 -12%
HNB
29
Huntington National Bank
Ohio
$2.27M
SPIA
30
Steward Partners Investment Advisory
New York
$2.21M +$1.83M +24,962 +470%
CWM
31
Connecticut Wealth Management
Connecticut
$2.07M
IFG
32
Independent Financial Group
California
$2.06M -$65.1K -888 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.01M +$203K +2,772 +11%
DY
34
Dowling & Yahnke
California
$1.93M -$114K -1,554 -6%
Truist Financial
35
Truist Financial
North Carolina
$1.89M +$145K +1,980 +8%
NA
36
NewEdge Advisors
Louisiana
$1.78M -$300K -4,086 -14%
AWM
37
AE Wealth Management
Kansas
$1.72M -$48.6K -662 -3%
TFF
38
The Family Firm
Maryland
$1.72M +$88.9K +1,212 +5%
KAS
39
Kestra Advisory Services
Texas
$1.7M +$1.71M +23,264 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.67M +$88.6K +1,208 +6%
PAG
41
Private Advisor Group
New Jersey
$1.61M -$274K -3,730 -14%
SS
42
Simplicity Solutions
Minnesota
$1.57M -$131K -1,782 -8%
UCFA
43
United Capital Financial Advisors
Texas
$1.54M
HIC
44
Holderness Investments Company
North Carolina
$1.5M -$45.9K -626 -3%
JWCA
45
J.W. Cole Advisors
Florida
$1.21M +$1.21M +16,510 New
DAS
46
Dynamic Advisor Solutions
Arizona
$1.06M -$154K -2,094 -13%
GLA
47
Great Lakes Advisors
Illinois
$1.06M +$2.64K +36 +0.2%
MWM
48
MinichMacGregor Wealth Management
New York
$1.04M -$141K -1,916 -12%
AAS
49
Avantax Advisory Services
Texas
$1.03M +$420K +5,732 +69%
SB
50
Simmons Bank
Arkansas
$1.02M -$3.67K -50 -0.4%