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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWC
126
Carolinas Wealth Consulting
North Carolina
$154K +$409 +5 +0.3%
CTC
127
Central Trust Company
Missouri
$136K
AAMA
128
Advanced Asset Management Advisors
Ohio
$131K
NSG
129
Nalls Sherbakoff Group
Tennessee
$127K
US Bancorp
130
US Bancorp
Minnesota
$120K
MCI
131
MRP Capital Investments
Georgia
$119K
AF
132
Allworth Financial
California
$112K +$164 +2 +0.1%
JFGIW
133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K
IAIM
134
Industrial Alliance Investment Management
Quebec, Canada
$106K -$198K -2,431 -65%
S
135
SignatureFD
Georgia
$98.5K +$82 +1 +0.1%
RA
136
Rise Advisors
New York
$86.8K +$409 +5 +0.5%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.3K +$80K +980 +2,450%
FWP
138
FAS Wealth Partners
Kansas
$80.1K
AFS
139
Annapolis Financial Services
Maryland
$79.6K
KFS
140
Kelly Financial Services
Massachusetts
$79.6K -$8.75K -107 -10%
ACA
141
Aptus Capital Advisors
Alabama
$74.3K +$327 +4 +0.4%
PG
142
Prostatis Group
Maryland
$70.6K +$70.6K +76,763 New
TSWM
143
Tyler-Stone Wealth Management
Ohio
$66K +$66K +812 New
BCWM
144
Bartlett & Co Wealth Management
Ohio
$65.4K +$32.7K +400 +100%
IA
145
IFP Advisors
Florida
$65.4K -$29.1K -356 -31%
BC
146
Bartlett & Co
Ohio
$65K +$32.5K +400 +100%
AF
147
Advisornet Financial
Minnesota
$62.1K
TF
148
Tompkins Financial
New York
$60.5K
SIS
149
Strategic Investment Solutions
Illinois
$60.2K
AW
150
Avion Wealth
Texas
$58K