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iShares US Utilities ETF

151 hedge funds and large institutions have $286M invested in iShares US Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $244M → $286M (+$41.2M)

11% more funds holding

Funds holding: 136151 (+15)

1.31% less ownership

Funds ownership: 79.61%78.3% (-1.3%)

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
48
Reduced
28
Closed
13
Calls
$483K
Puts
Net Calls
+$483K
Net Calls Change
-$509K
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
76
Cypress Wealth Services
California
$341K
AWM
77
Altium Wealth Management
New York
$326K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$285K +$125K +1,814 +75%
BAS
79
Brown Advisory Securities
Maryland
$280K
SWP
80
Stratos Wealth Partners
Ohio
$279K
KTA
81
Keeley-Teton Advisors
Illinois
$271K
IBOK
82
Independence Bank of Kentucky
Kentucky
$270K +$14.5K +210 +6%
MAFM
83
Mid Atlantic Financial Management
Pennsylvania
$249K +$256K +3,716 New
WA
84
Wealthstar Advisors
Texas
$248K
Goldman Sachs
85
Goldman Sachs
New York
$239K
NAM
86
NTV Asset Management
West Virginia
$231K
CB
87
Commerce Bank
Missouri
$223K -$6.89K -100 -3%
SB
88
Suntrust Banks
Georgia
$223K -$964 -14 -0.4%
SCM
89
Schnieders Capital Management
California
$214K
WTB
90
Washington Trust Bank
Washington
$201K
BWA
91
BDO Wealth Advisors
Florida
$195K
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$177K
IWMA
93
Ironwood Wealth Management (Arizona)
Arizona
$172K -$1.24K -18 -0.7%
HT
94
Heritage Trust
Oklahoma
$172K
US Bancorp
95
US Bancorp
Minnesota
$167K -$1.51K -22 -0.9%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$166K +$29.3K +426 +21%
William Blair & Company
97
William Blair & Company
Illinois
$151K
SFSIG
98
San Francisco Sentry Investment Group
California
$148K
BAM
99
Bruderman Asset Management
New York
$136K -$964 -14 -0.7%
IA
100
IFP Advisors
Florida
$133K -$16.3K -236 -11%