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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
Two Sigma Investments
51
Two Sigma Investments
New York
$1.06M +$1.08M +13,000 New
TRCT
52
Tower Research Capital (TRC)
New York
$974K -$219K -2,629 -18%
SB
53
Simmons Bank
Arkansas
$935K
SPC
54
Sigma Planning Corp
Michigan
$878K -$85.5K -1,027 -9%
ASN
55
Advisory Services Network
Georgia
$872K +$204K +2,450 +30%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$844K +$77.8K +934 +10%
EAM
57
Evanson Asset Management
California
$787K
CAN
58
Cetera Advisor Networks
California
$769K +$1.25K +15 +0.2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$753K +$283K +3,397 +58%
NF
60
Nikulski Financial
Iowa
$746K +$109K +1,304 +17%
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$738K +$40K +480 +6%
OC
62
Oppenheimer & Co
New York
$690K +$92.4K +1,110 +15%
CIA
63
Capital Investment Advisors
Georgia
$677K -$25.8K -310 -4%
AI
64
Arrien Investments
Idaho
$675K -$283K -3,402 -29%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$664K +$3.66K +44 +0.5%
SWA
66
Stratos Wealth Advisors
Ohio
$638K +$21.2K +255 +3%
IBOK
67
Independence Bank of Kentucky
Kentucky
$623K -$12.9K -155 -2%
GLA
68
Good Life Advisors
Pennsylvania
$612K -$35.5K -427 -5%
FTS
69
Fifth Third Securities
Ohio
$611K -$3.1M -37,270 -83%
Citigroup
70
Citigroup
New York
$581K -$150K -1,796 -20%
SPIA
71
Steward Partners Investment Advisory
New York
$559K -$1.63M -19,526 -74%
JP Morgan Chase
72
JP Morgan Chase
New York
$557K -$11.5K -138 -2%
GPA
73
Garrison Point Advisors
California
$544K -$4.66K -56 -0.8%
HNWAG
74
High Net Worth Advisory Group
Florida
$523K
CA
75
CoreCap Advisors
Michigan
$507K +$516K +6,197 New