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iShares US Utilities ETF

175 hedge funds and large institutions have $308M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $313M → $308M (-$5.29M)

2.78% less ownership

Funds ownership: 82.63%79.84% (-2.8%)

5% less funds holding

Funds holding: 184175 (-9)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

42% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 69

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
40
Reduced
69
Closed
18
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$51K
EP
127
Eudaimonia Partners
Tennessee
$50K -$6.16K -84 -11%
AAP
128
Arax Advisory Partners
Colorado
$49K
CIA
129
Choate Investment Advisors
Massachusetts
$49K +$49.1K +670 New
FMII
130
Farmers & Merchants Investments Inc
Nebraska
$48K +$48.4K +660 New
APWA
131
Atlas Private Wealth Advisors
New Jersey
$44K +$293 +4 +0.7%
AIC
132
Archer Investment Corporation
Indiana
$43.8K
AWM
133
Atticus Wealth Management
Florida
$42K +$293 +4 +0.7%
HWA
134
HCR Wealth Advisors
California
$40K
IF
135
Ironwood Financial
Arizona
$37K
PFS
136
Prospera Financial Services
Texas
$37K +$37.6K +512 New
CFGS
137
Concourse Financial Group Securities
Alabama
$34K -$113K -1,536 -77%
AWA
138
Arkadios Wealth Advisors
Georgia
$33.7K -$3.96K -54 -11%
RIM
139
Rockbridge Investment Management
New York
$33K
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$31K
BCWM
141
Bartlett & Co Wealth Management
Ohio
$29.2K
BC
142
Bartlett & Co
Ohio
$29K
VFA
143
Valeo Financial Advisors
Indiana
$29K +$293 +4 +1%
FRA
144
Front Row Advisors
California
$25K
CCM
145
Covington Capital Management
California
$22K
WP
146
WealthShield Partners
North Carolina
$22K
JIR
147
James Investment Research
Ohio
$21K
FWM
148
Focused Wealth Management
New York
$20K +$293 +4 +1%
CHA
149
Carmichael Hill & Associates
Maryland
$16K
EWM
150
Endurance Wealth Management
Rhode Island
$16K