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iShares US Utilities ETF

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Shares
Change %
AW
151
Avion Wealth
Texas
$58K
HGERS
152
Householder Group Estate & Retirement Specialist
Arizona
$55K +$950 +12 +2%
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.4K +$80 +1 +0.1%
IA
154
IFP Advisors
Florida
$50.9K -$80 -1 -0.2%
MJRIC
155
Mogy Joel R Investment Counsel
California
$48K
CT
156
Colonial Trust
South Carolina
$48K
HI
157
Harbour Investments
Wisconsin
$47.5K +$18.7K +234 +65%
CIAS
158
Capital Investment Advisory Services
North Carolina
$45.4K +$799 +10 +2%
SWA
159
SOA Wealth Advisors
New York
$43.5K
WIA
160
Wetzel Investment Advisors
Indiana
$41K +$41K +515 New
SNB
161
Security National Bank
Nebraska
$40K +$40K +500 New
KFS
162
Kelly Financial Services
Massachusetts
$39.6K -$14.1K -176 -26%
DCM
163
Davis Capital Management
Florida
$37.2K +$37.2K +466 New
GRP
164
Global Retirement Partners
California
$35.5K -$395 -5 -1%
CAS
165
Coppell Advisory Solutions
Texas
$33.5K +$27.1K +339 +424%
DJSG
166
D.J. St. Germain
Massachusetts
$32K
MPCG
167
Matrix Private Capital Group
New York
$32K
BHWM
168
Beaird Harris Wealth Management
Texas
$31.7K
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$31.5K
UB
170
UMB Bank
Missouri
$31.2K
CWP
171
Concord Wealth Partners
Virginia
$30.5K +$160 +2 +0.5%
CTWM
172
Cherry Tree Wealth Management
Minnesota
$28.5K
AF
173
Advisornet Financial
Minnesota
$26.4K
Franklin Resources
174
Franklin Resources
California
$26K
SWM
175
Sugarloaf Wealth Management
Georgia
$26K