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iShares US Utilities ETF

120 hedge funds and large institutions have $769M invested in iShares US Utilities ETF in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+22
Holders Change %
+22.45%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.2%
New
32
Increased
42
Reduced
31
Closed
10
Calls
$746K
Puts
$390K
Net Calls
+$356K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
76
Capital Advisors Ltd
Ohio
$347K +$52.4K +942 +18%
FHC
77
First Heartland Consultants
Missouri
$336K +$336K +6,042 New
CS
78
Credit Suisse
Switzerland
$316K +$316K +5,676 New
NAM
79
NTV Asset Management
West Virginia
$314K
KFS
80
KMS Financial Services
Washington
$314K +$314K +5,644 New
MBT
81
Monroe Bank & Trust
Michigan
$285K -$2.23K -40 -0.8%
HCMT
82
Highland Capital Management (Tennessee)
Tennessee
$282K -$13.9K -250 -5%
CB
83
Commerce Bank
Missouri
$266K +$21.1K +378 +9%
LWM
84
LBA Wealth Management
Florida
$261K -$10K -180 -4%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$256K
ALA
86
Atherton Lane Advisers
California
$255K +$255K +4,580 New
Citigroup
87
Citigroup
New York
$250K -$5.57M -100,044 -96%
US Bancorp
88
US Bancorp
Minnesota
$243K
MFS
89
MSI Financial Services
Massachusetts
$240K -$112K -2,020 -32%
NCM
90
Narwhal Capital Management
Georgia
$234K
BRWA
91
B. Riley Wealth Advisors
Florida
$233K +$70K +1,258 +43%
SFSIG
92
San Francisco Sentry Investment Group
California
$227K +$19K +340 +9%
JIR
93
James Investment Research
Ohio
$223K
Citadel Advisors
94
Citadel Advisors
Florida
$220K +$220K +3,956 New
NES
95
New England Securities
New York
$216K -$68.8K -1,236 -24%
CCB
96
Cutter & Co Brokerage
Missouri
$215K +$215K +3,860 New
OC
97
Oarsman Capital
Wisconsin
$210K -$22.2K -400 -10%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$151K +$999 +18 +0.7%
PAS
99
Partnervest Advisory Services
California
$144K -$11.1K -200 -7%
TRCT
100
Tower Research Capital (TRC)
New York
$114K +$111K +1,994 +3,561%