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iShares US Utilities ETF

222 hedge funds and large institutions have $391M invested in iShares US Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 224222 (-2)

1.98% less ownership

Funds ownership: 43.03%41.04% (-2%)

9% less capital invested

Capital invested by funds: $427M → $391M (-$36.5M)

Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
66
Reduced
59
Closed
23
Calls
$243K
Puts
Net Calls
+$243K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$588K -$9.18K -102 -1%
NSIM
77
North Star Investment Management
Illinois
$585K +$540 +6 +0.1%
IBOK
78
Independence Bank of Kentucky
Kentucky
$567K +$11.7K +130 +2%
EH
79
Equitable Holdings
New York
$566K -$12.6K -140 -2%
DADC
80
D.A. Davidson & Co
Montana
$562K
NF
81
Nikulski Financial
Iowa
$561K -$1.71K -19 -0.3%
GPA
82
Garrison Point Advisors
California
$544K +$900 +10 +0.1%
MA
83
Mutual Advisors
Nebraska
$543K -$29.3K -325 -5%
JP Morgan Chase
84
JP Morgan Chase
New York
$512K -$3.38M -37,562 -86%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$497K +$87.8K +975 +19%
SAS
86
Sanford Advisory Services
Michigan
$495K +$1.17K +13 +0.2%
GWM
87
Geneos Wealth Management
Colorado
$487K -$58.5K -650 -10%
SCM
88
Schnieders Capital Management
California
$479K +$270K +3,000 +103%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$476K +$528K +5,871 New
WMA
90
Wealth Management Associates
New Jersey
$458K +$9.72K +108 +2%
BW
91
Bison Wealth
Georgia
$452K +$49.5K +550 +11%
FWIA
92
Fort Washington Investment Advisors
Ohio
$427K
AWA
93
Arkadios Wealth Advisors
Georgia
$417K -$45.7K -508 -9%
JWCA
94
J.W. Cole Advisors
Florida
$417K +$22.8K +253 +5%
FMB
95
Field & Main Bank
Kentucky
$410K -$31.5K -350 -6%
BFS
96
Bard Financial Services
Connecticut
$381K
CAN
97
Claraphi Advisory Network
United States
$379K +$420K +4,666 New
MAS
98
Madden Advisory Services
Florida
$369K
HNWAG
99
High Net Worth Advisory Group
Florida
$357K
CAL
100
Capital Advisors Ltd
Ohio
$350K