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iShares US Utilities ETF

214 hedge funds and large institutions have $371M 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, 68 reducing their positions, and 20 closing their positions.

Holders
214
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
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$336K +$245 +3 +0.1%
SCM
102
Schnieders Capital Management
California
$319K
B
103
Bensler
Washington
$314K +$1.47K +18 +0.5%
JIP
104
Jaffetilchin Investment Partners
Florida
$307K -$736 -9 -0.2%
BRWA
105
B. Riley Wealth Advisors
Florida
$307K +$6.38K +78 +2%
CPSC
106
Carl P. Sherr & Co
Massachusetts
$300K
AF
107
Apexium Financial
Texas
$296K
AWM
108
AE Wealth Management
Kansas
$280K -$16.4K -201 -6%
FFP
109
Forbes Financial Planning
Rhode Island
$255K -$4.01K -49 -2%
WCG
110
Weaver Consulting Group
California
$254K -$42.8K -524 -14%
SWP
111
Stratos Wealth Partners
Ohio
$253K +$253K +3,098 New
NAM
112
NTV Asset Management
West Virginia
$240K
BWA
113
BDO Wealth Advisors
Florida
$239K
FFN
114
Focus Financial Network
Minnesota
$235K -$736 -9 -0.3%
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$228K -$4.5K -55 -2%
KTA
116
Keeley-Teton Advisors
Illinois
$227K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$221K
CB
118
Commerce Bank
Missouri
$221K
USCWA
119
U.S. Capital Wealth Advisors
Texas
$216K
AP
120
Americana Partners
Texas
$212K +$212K +2,593 New
HT
121
Heritage Trust
Oklahoma
$209K
WTB
122
Washington Trust Bank
Washington
$208K -$3.03K -37 -1%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$205K +$5.4K +66 +3%
KNW
124
Kesler Norman & Wride
Utah
$202K +$1.39K +17 +0.7%
SS
125
Sunbelt Securities
Texas
$188K