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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: 218215 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TAP Consulting
Missouri
$2.71M -$31.3K -376 -1%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.63M +$163K +1,963 +6%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$2.56M -$53.6K -644 -2%
EL
29
Essex LLC
Illinois
$2.39M -$235K -2,817 -9%
CS
30
Comerica Securities
Michigan
$2.31M +$65.9K +791 +3%
HNB
31
Huntington National Bank
Ohio
$2.17M
BAM
32
BOS Asset Management
Illinois
$2.11M -$47.5K -571 -2%
Prudential Financial
33
Prudential Financial
New Jersey
$1.97M -$769K -9,239 -28%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.89M -$3.3M -39,657 -63%
TFF
35
The Family Firm
Maryland
$1.88M +$39.8K +478 +2%
AWS
36
Atria Wealth Solutions
New York
$1.83M +$63.8K +766 +4%
FCFC
37
First Citizens Financial Corp
Iowa
$1.82M +$1.85M +22,212 New
PAG
38
Private Advisor Group
New Jersey
$1.79M -$146K -1,748 -7%
UCFA
39
United Capital Financial Advisors
Texas
$1.77M
Citadel Advisors
40
Citadel Advisors
Florida
$1.74M +$647K +7,773 +57%
EHC
41
Everett Harris & Co
California
$1.72M -$91.7K -1,102 -5%
NA
42
NewEdge Advisors
Louisiana
$1.7M -$79.1K -950 -4%
Stifel Financial
43
Stifel Financial
Missouri
$1.56M -$9.41K -113 -0.6%
DADC
44
D.A. Davidson & Co
Montana
$1.55M +$61.9K +744 +4%
AMG
45
Advisors Management Group
Wisconsin
$1.48M +$200K +2,400 +15%
HIC
46
Holderness Investments Company
North Carolina
$1.39M -$7.16K -86 -0.5%
GLA
47
Great Lakes Advisors
Illinois
$1.29M +$28.2K +339 +2%
SI
48
Stephens Inc
Arkansas
$1.28M -$12.5K -150 -0.9%
RFM
49
Royal Fund Management
Florida
$1.26M +$246K +2,950 +24%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.17M -$25.8K -310 -2%