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iShares US Utilities ETF

190 hedge funds and large institutions have $371M invested in iShares US Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-5
Holders Change %
-2.56%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
55
Reduced
45
Closed
35
Calls
$318K
Puts
Net Calls
+$318K
Net Calls Change
-$314K
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
151
HCR Wealth Advisors
California
$38K
AWM
152
Atticus Wealth Management
Florida
$38K
IF
153
Ironwood Financial
Arizona
$35K -$71.4K -1,028 -67%
IWMA
154
Ironwood Wealth Management (Arizona)
Arizona
$30K
VFA
155
Valeo Financial Advisors
Indiana
$30K
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$29K
BFEC
157
Benjamin F. Edwards & Company
Missouri
$28K +$23.9K +350 +583%
BC
158
Bartlett & Co
Ohio
$28K +$28K +400 New
BCWM
159
Bartlett & Co Wealth Management
Ohio
$27.6K
FRA
160
Front Row Advisors
California
$23K
SFPG
161
Stonebridge Financial Planning Group
Florida
$23K
WP
162
WealthShield Partners
North Carolina
$21K
CAGAS
163
Capital Advisory Group Advisory Services
Minnesota
$21K
CCM
164
Covington Capital Management
California
$21K
IWP
165
IAG Wealth Partners
Wisconsin
$21K +$21K +304 New
FWM
166
Focused Wealth Management
New York
$18K +$135 +2 +0.8%
GWMIA
167
Global Wealth Management Investment Advisory
Florida
$15K
CHA
168
Carmichael Hill & Associates
Maryland
$15K
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
EWM
170
Endurance Wealth Management
Rhode Island
$15K
SWA
171
Sutton Wealth Advisors
Florida
$14.4K
AA
172
Ancora Advisors
Ohio
$14K
PIP
173
Peachtree Investment Partners
Florida
$14K
AIM
174
Anchor Investment Management
South Carolina
$13.8K
GRP
175
Global Retirement Partners
California
$13K