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iShares US Utilities ETF

215 hedge funds and large institutions have $373M 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, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% less ownership

Funds ownership: 42.34%41.82% (-0.52%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 218215 (-3)

10% less capital invested

Capital invested by funds: $413M → $373M (-$39.2M)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

Holders
215
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
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
151
Avion Wealth
Texas
$58K
CFD
152
Creative Financial Designs
Indiana
$57.6K
IGWM
153
ICA Group Wealth Management
Colorado
$56.8K
CIA
154
Choate Investment Advisors
Massachusetts
$54.8K
CT
155
Colonial Trust
South Carolina
$49K
MJRIC
156
Mogy Joel R Investment Counsel
California
$49K
CIAS
157
Capital Investment Advisory Services
North Carolina
$45.6K +$250 +3 +0.5%
SWA
158
SOA Wealth Advisors
New York
$44.5K
CA
159
Centerpoint Advisors
Massachusetts
$44K
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.3K +$83 +1 +0.2%
MCM
161
MV Capital Management
Maryland
$40.9K
WIM
162
Westside Investment Management
California
$37.6K
MPCG
163
Matrix Private Capital Group
New York
$32.7K
DJSG
164
D.J. St. Germain
Massachusetts
$32.7K +$33.3K +400 New
BHWM
165
Beaird Harris Wealth Management
Texas
$32.4K
UB
166
UMB Bank
Missouri
$31.9K
TFP
167
Tilia Fiduciary Partners
North Carolina
$31.8K +$83 +1 +0.3%
CWP
168
Concord Wealth Partners
Virginia
$31.1K +$167 +2 +0.5%
GRP
169
Global Retirement Partners
California
$29.9K +$1.17K +14 +4%
HI
170
Harbour Investments
Wisconsin
$29.5K +$83 +1 +0.3%
CTWM
171
Cherry Tree Wealth Management
Minnesota
$29.1K +$29.6K +356 New
TFGT
172
TS Financial Group (TSFG)
Illinois
$29K +$83 +1 +0.3%
BBHC
173
Brown Brothers Harriman & Co
New York
$27.2K +$23.1K +278 +505%
Franklin Resources
174
Franklin Resources
California
$26.6K
SWM
175
Sugarloaf Wealth Management
Georgia
$26.6K