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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
AWM
101
AE Wealth Management
Kansas
$326K -$23.4K -260 -6%
AF
102
Apexium Financial
Texas
$314K +$348K +3,866 New
JIP
103
Jaffetilchin Investment Partners
Florida
$309K -$1.35K -15 -0.4%
B
104
Bensler
Washington
$306K +$2.34K +26 +0.7%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$306K -$577K -6,408 -63%
Mariner
106
Mariner
Kansas
$302K +$335K +3,722 New
IP
107
Intellectus Partners
California
$300K -$97.7K -1,085 -23%
CCA
108
Clearwater Capital Advisors
Illinois
$300K
CPSC
109
Carl P. Sherr & Co
Massachusetts
$298K
CA
110
Cetera Advisors
Colorado
$289K -$1.6M -17,757 -83%
KM
111
Kalos Management
Georgia
$286K -$9.81K -109 -3%
BRWA
112
B. Riley Wealth Advisors
Florida
$282K +$312K +3,465 New
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$275K +$62.2K +691 +26%
WCG
114
Weaver Consulting Group
California
$274K -$29.9K -332 -9%
MC
115
Moors & Cabot
Massachusetts
$274K +$12.1K +134 +4%
FFP
116
Forbes Financial Planning
Rhode Island
$259K
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$257K +$40.5K +450 +17%
SS
118
Sunbelt Securities
Texas
$255K -$485K -5,393 -63%
AIP
119
Almanack Investment Partners
Pennsylvania
$252K +$280K +3,110 New
M&T Bank
120
M&T Bank
New York
$243K
Northern Trust
121
Northern Trust
Illinois
$242K +$268K +2,982 New
NAM
122
NTV Asset Management
West Virginia
$239K
Creative Planning
123
Creative Planning
Kansas
$238K -$4.14K -46 -2%
BWA
124
BDO Wealth Advisors
Florida
$238K
VCM
125
Virtue Capital Management
Tennessee
$238K +$264K +2,931 New