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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
PFS
76
Prospera Financial Services
Texas
$496K -$359K -4,312 -42%
CCA
77
Cottonwood Capital Advisors
Utah
$492K -$49K -589 -9%
NSIM
78
North Star Investment Management
Illinois
$485K -$108K -1,294 -18%
WMA
79
Wealth Management Associates
New Jersey
$478K -$5K -60 -1%
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$476K -$4.08K -49 -0.8%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$476K -$2.33K -28 -0.5%
BW
82
Bison Wealth
Georgia
$474K -$1.17K -14 -0.2%
EH
83
Equitable Holdings
New York
$455K -$111K -1,334 -19%
JWCA
84
J.W. Cole Advisors
Florida
$451K -$332K -3,987 -42%
MA
85
Mutual Advisors
Nebraska
$446K -$1.33K -16 -0.3%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$440K +$15.3K +184 +4%
GWM
87
Geneos Wealth Management
Colorado
$437K
AWA
88
Arkadios Wealth Advisors
Georgia
$433K +$1.08K +13 +0.2%
FWIA
89
Fort Washington Investment Advisors
Ohio
$430K
BCM
90
Brookstone Capital Management
Illinois
$427K -$251K -3,020 -37%
VCM
91
Virtue Capital Management
Tennessee
$418K -$190K -2,287 -31%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$415K +$192K +2,306 +83%
BFS
93
Bard Financial Services
Connecticut
$384K
LNC
94
Lincoln National Corp
Pennsylvania
$373K -$123K -1,481 -25%
JMPWA
95
JP Morgan Private Wealth Advisors
California
$359K -$81.4K -978 -18%
CAL
96
Capital Advisors Ltd
Ohio
$353K
FMB
97
Field & Main Bank
Kentucky
$348K -$9.99K -120 -3%
KAS
98
Kestra Advisory Services
Texas
$344K -$117K -1,402 -25%
MAS
99
Madden Advisory Services
Florida
$344K
FHC
100
First Heartland Consultants
Missouri
$343K -$103K -1,237 -23%