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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
FRA
176
Front Row Advisors
California
$26K
AAP
177
Arax Advisory Partners
Colorado
$25.8K
CAS
178
Coppell Advisory Solutions
Texas
$25.7K +$26.5K +318 New
LWP
179
Lumature Wealth Partners
Georgia
$25.3K +$25.8K +310 New
FWM
180
Focused Wealth Management
New York
$23.7K +$83 +1 +0.3%
MFG
181
Mendota Financial Group
Wisconsin
$23.7K
ACM
182
Antonetti Capital Management
Florida
$22.4K -$6.66K -80 -23%
EWM
183
Endurance Wealth Management
Rhode Island
$18K
SWA
184
Sutton Wealth Advisors
Florida
$17K
AIM
185
Anchor Investment Management
South Carolina
$16.4K
AA
186
Ancora Advisors
Ohio
$16.4K
RIA
187
Realta Investment Advisors
Delaware
$15.9K +$16.2K +195 New
William Blair & Company
188
William Blair & Company
Illinois
$15.6K -$16.6K -200 -51%
FCB
189
First Command Bank
Texas
$15K -$15.3K -184 -50%
FCFS
190
First Command Financial Services
Texas
$15K -$15.3K -184 -50%
WP
191
WealthPLAN Partners
Nebraska
$14.1K
CA
192
Clearstead Advisors
Ohio
$13.8K +$83 +1 +0.6%
ME
193
McIlrath & Eck
Washington
$13.6K
SC
194
SouthState Corp
Florida
$12.3K
HBW
195
Hazlett, Burt & Watson
West Virginia
$12K
DAC
196
Dividend Assets Capital
South Carolina
$11K +$11.4K +137 New
KM
197
Kalos Management
Georgia
$11K
First Manhattan
198
First Manhattan
New York
$9.81K
TWC
199
TD Waterhouse Canada
Ontario, Canada
$8.22K
BCMLT
200
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.18K