We are live on ! Find out more
IDU icon

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
KFS
151
Kelly Financial Services
Massachusetts
$89K +$90 +1 +0.1%
RA
152
Rise Advisors
New York
$85K +$630 +7 +0.7%
FWP
153
FAS Wealth Partners
Kansas
$80K
AFS
154
Annapolis Financial Services
Maryland
$79K
S
155
SignatureFD
Georgia
$78K
TSWM
156
Tyler-Stone Wealth Management
Ohio
$66K
AF
157
Advisornet Financial
Minnesota
$62K -$12.6K -140 -16%
TF
158
Tompkins Financial
New York
$60K +$66.6K +740 New
AW
159
Avion Wealth
Texas
$58K
CFD
160
Creative Financial Designs
Indiana
$57K
OPW
161
Oxler Private Wealth
New York
$56.5K +$45K +500 New
CIA
162
Choate Investment Advisors
Massachusetts
$54K
FA
163
Flagstar Advisors
New York
$51K +$56.6K +629 New
TRCT
164
Tower Research Capital (TRC)
New York
$45K -$546K -6,067 -92%
SWA
165
SOA Wealth Advisors
New York
$44K
Franklin Resources
166
Franklin Resources
California
$41K
MCM
167
MV Capital Management
Maryland
$41K
GRP
168
Global Retirement Partners
California
$37K +$23.4K +260 +142%
BCWM
169
Bartlett & Co Wealth Management
Ohio
$32.5K
BC
170
Bartlett & Co
Ohio
$32K
BHWM
171
Beaird Harris Wealth Management
Texas
$32K
SWM
172
Selective Wealth Management
Virginia
$32K
UB
173
UMB Bank
Missouri
$32K
TFP
174
Tilia Fiduciary Partners
North Carolina
$30K -$13.2K -147 -28%
ACM
175
Antonetti Capital Management
Florida
$29K