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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$237K +$16.7K +186 +7%
RFM
127
Royal Fund Management
Florida
$237K +$264K +2,933 New
FFN
128
Focus Financial Network
Minnesota
$232K
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$226K -$170K -1,890 -40%
KTA
130
Keeley-Teton Advisors
Illinois
$225K -$18K -200 -7%
EVM
131
Eaton Vance Management
Massachusetts
$219K +$243K +2,700 New
CB
132
Commerce Bank
Missouri
$217K -$18K -200 -7%
USCWA
133
U.S. Capital Wealth Advisors
Texas
$214K
Fidelity Investments
134
Fidelity Investments
Massachusetts
$214K +$11.8K +131 +5%
CWS
135
Cypress Wealth Services
California
$211K +$900 +10 +0.4%
WTB
136
Washington Trust Bank
Washington
$209K
HT
137
Heritage Trust
Oklahoma
$208K
RJT
138
Raymond James Trust
Florida
$206K +$228K +2,534 New
WANY
139
Wealthspire Advisors (New York)
New York
$200K
IA
140
IFP Advisors
Florida
$184K +$34.3K +381 +38%
CWM
141
Castle Wealth Management
Florida
$170K
HGERS
142
Householder Group Estate & Retirement Specialist
Arizona
$165K +$184K +2,041 New
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$155K +$174K +1,933 New
CWC
144
Carolinas Wealth Consulting
North Carolina
$151K +$1.08K +12 +0.6%
CTC
145
Central Trust Company
Missouri
$135K
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$131K +$64K +711 +78%
AAMA
147
Advanced Asset Management Advisors
Ohio
$130K
William Blair & Company
148
William Blair & Company
Illinois
$130K +$17.1K +190 +13%
US Bancorp
149
US Bancorp
Minnesota
$119K -$9K -100 -6%
AF
150
Allworth Financial
California
$111K +$270 +3 +0.2%