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iShares US Utilities ETF

201 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
64
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
151
D.J. St. Germain
Massachusetts
$29.4K
BHWM
152
Beaird Harris Wealth Management
Texas
$29.1K
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$29K +$29K +394 New
UB
154
UMB Bank
Missouri
$28.7K
CWP
155
Concord Wealth Partners
Virginia
$28K
HI
156
Harbour Investments
Wisconsin
$26.5K
CTWM
157
Cherry Tree Wealth Management
Minnesota
$26.2K
CA
158
Clearstead Advisors
Ohio
$24.8K +$12.4K +169 +100%
AF
159
Advisornet Financial
Minnesota
$24.3K -$31.6K -429 -57%
SWM
160
Sugarloaf Wealth Management
Georgia
$23.9K
Franklin Resources
161
Franklin Resources
California
$23.9K
FRA
162
Front Row Advisors
California
$23.8K
AAP
163
Arax Advisory Partners
Colorado
$23.3K
WP
164
WealthShield Partners
North Carolina
$22.7K +$22.7K +306 New
TFGT
165
TS Financial Group (TSFG)
Illinois
$22K -$3.81K -52 -15%
FWM
166
Focused Wealth Management
New York
$21.4K
MFG
167
Mendota Financial Group
Wisconsin
$21.3K
ACM
168
Antonetti Capital Management
Florida
$20.3K
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$19.9K +$19.9K +270 New
RIA
170
Realta Investment Advisors
Delaware
$15.9K
PWA
171
Provenance Wealth Advisors
Florida
$15.7K +$15.7K +214 New
SWA
172
Sutton Wealth Advisors
Florida
$15.3K
AA
173
Ancora Advisors
Ohio
$14.7K
AIM
174
Anchor Investment Management
South Carolina
$14.7K
William Blair & Company
175
William Blair & Company
Illinois
$14.1K