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iShares US Utilities ETF

185 hedge funds and large institutions have $452M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
60
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
176
Capital Asset Advisory Services
Michigan
$5K +$2.14K +30 +75%
SFPG
177
Stonebridge Financial Planning Group
Florida
$4K
COCM
178
Charter Oak Capital Management
New Hampshire
$4K
CAL
179
Capital Analysts LLC
Pennsylvania
$4K +$80 +1 +2%
FFA
180
Founders Financial Alliance
North Carolina
$4K +$78 +1 +2%
TIM
181
Tortoise Investment Management
New York
$3K -$5.23K -61 -64%
CFA
182
Carroll Financial Associates
North Carolina
$3K
VCM
183
Versant Capital Management
Arizona
$2K
SW
184
SVB Wealth
Massachusetts
$1K +$1K +25 New
WIM
185
Westside Investment Management
California
$36
IMC Chicago
186
IMC Chicago
Illinois
-$3.43M -43,116 Closed
BWA
187
Beam Wealth Advisors
Louisiana
-$811K -10,195 Closed
MPPLM
188
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$875K -6,336 Closed
KTA
189
Keeley-Teton Advisors
Illinois
-$271K -3,400 Closed
CS
190
Comerica Securities
Michigan
-$267K -3,350 Closed
Baird Financial Group
191
Baird Financial Group
Wisconsin
-$221K -2,784 Closed
JPMPWA
192
J.P. Morgan Private Wealth Advisors
California
-$218K -2,735 Closed
GT
193
Glenview Trust
Kentucky
-$203K -2,560 Closed
SFS
194
Sowell Financial Services
Arkansas
-$162K -1,987 Closed
SWA
195
SOA Wealth Advisors
New York
-$86K -1,090 Closed
CAC
196
Certified Advisory Corp
Florida
-$73K -919 Closed
AIC
197
Ameritas Investment Company
Nebraska
-$33.6K -422 Closed
EP
198
Eudaimonia Partners
Tennessee
-$24K -306 Closed
WAP
199
Wealthcare Advisory Partners
Pennsylvania
-$20K -250 Closed
1IA
200
1834 Investment Advisors
Wisconsin
-$9K -114 Closed