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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
OCPWS
101
One Charles Private Wealth Services
Massachusetts
$339K +$34.7K +417 +11%
GSIAS
102
Garden State Investment Advisory Services
New Jersey
$336K +$250 +3 +0.1%
SCM
103
Schnieders Capital Management
California
$319K
B
104
Bensler
Washington
$314K +$1.5K +18 +0.5%
JIP
105
Jaffetilchin Investment Partners
Florida
$307K -$749 -9 -0.2%
BRWA
106
B. Riley Wealth Advisors
Florida
$307K +$6.49K +78 +2%
CPSC
107
Carl P. Sherr & Co
Massachusetts
$300K
AF
108
Apexium Financial
Texas
$296K
AWM
109
AE Wealth Management
Kansas
$280K -$16.7K -201 -6%
FFP
110
Forbes Financial Planning
Rhode Island
$255K -$4.08K -49 -2%
WCG
111
Weaver Consulting Group
California
$254K -$43.6K -524 -14%
SWP
112
Stratos Wealth Partners
Ohio
$253K +$258K +3,098 New
NAM
113
NTV Asset Management
West Virginia
$240K
BWA
114
BDO Wealth Advisors
Florida
$239K
FFN
115
Focus Financial Network
Minnesota
$235K -$749 -9 -0.3%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$228K -$4.58K -55 -2%
KTA
117
Keeley-Teton Advisors
Illinois
$227K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$221K
CB
119
Commerce Bank
Missouri
$221K
USCWA
120
U.S. Capital Wealth Advisors
Texas
$216K
AP
121
Americana Partners
Texas
$212K +$216K +2,593 New
HT
122
Heritage Trust
Oklahoma
$209K
WTB
123
Washington Trust Bank
Washington
$208K -$3.08K -37 -1%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$205K +$5.5K +66 +3%
KNW
125
Kesler Norman & Wride
Utah
$202K +$1.42K +17 +0.7%