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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 %
CFD
151
Creative Financial Designs
Indiana
$57.6K
IGWM
152
ICA Group Wealth Management
Colorado
$56.8K
CIA
153
Choate Investment Advisors
Massachusetts
$54.8K
MJRIC
154
Mogy Joel R Investment Counsel
California
$49.1K
CT
155
Colonial Trust
South Carolina
$49.1K
CIAS
156
Capital Investment Advisory Services
North Carolina
$45.6K +$245 +3 +0.5%
SWA
157
SOA Wealth Advisors
New York
$44.5K
CA
158
Centerpoint Advisors
Massachusetts
$44K
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.3K +$82 +1 +0.2%
MCM
160
MV Capital Management
Maryland
$40.9K
WIM
161
Westside Investment Management
California
$37.6K
MPCG
162
Matrix Private Capital Group
New York
$32.7K
DJSG
163
D.J. St. Germain
Massachusetts
$32.7K +$32.7K +400 New
BHWM
164
Beaird Harris Wealth Management
Texas
$32.4K
UB
165
UMB Bank
Missouri
$31.9K
TFP
166
Tilia Fiduciary Partners
North Carolina
$31.8K +$82 +1 +0.3%
CWP
167
Concord Wealth Partners
Virginia
$31.1K +$164 +2 +0.5%
GRP
168
Global Retirement Partners
California
$29.9K +$1.15K +14 +4%
HI
169
Harbour Investments
Wisconsin
$29.5K +$82 +1 +0.3%
CTWM
170
Cherry Tree Wealth Management
Minnesota
$29.1K +$29.1K +356 New
TFGT
171
TS Financial Group (TSFG)
Illinois
$29K +$82 +1 +0.3%
BBHC
172
Brown Brothers Harriman & Co
New York
$27.2K +$22.7K +278 +505%
SWM
173
Sugarloaf Wealth Management
Georgia
$26.6K
Franklin Resources
174
Franklin Resources
California
$26.6K
FRA
175
Front Row Advisors
California
$26K