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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
MAWCM
201
Mine & Arao Wealth Creation & Management
California
$7.72K
NF
202
Norwood Financial
Pennsylvania
$7.36K
CWM
203
CarsonAllaria Wealth Management
Illinois
$7.18K
BWAM
204
Boyd Watterson Asset Management
Ohio
$6.54K
FHA
205
First Horizon Advisors
Tennessee
$6.21K -$89.4K -1,074 -93%
JHCP
206
Jackson Hole Capital Partners
Oklahoma
$5.07K
PTC
207
Private Trust Company
Ohio
$4.91K
SWM
208
Spire Wealth Management
Virginia
$4.5K
FFA
209
Founders Financial Alliance
North Carolina
$4.35K
RG
210
Retirement Group
California
$4.01K +$4.08K +49 New
AIC
211
Archer Investment Corporation
Indiana
$3.27K +$3.33K +40 New
AssetMark Inc
212
AssetMark Inc
California
$2.13K +$2.17K +26 New
VCM
213
Versant Capital Management
Arizona
$1.68K +$83 +1 +5%
TFA
214
Transamerica Financial Advisors
Florida
$1K
FFA
215
Farther Finance Advisors
California
$981 +$999 +12 New
AWM
216
Avior Wealth Management
Nebraska
$100
FPCP
217
Fort Point Capital Partners
California
-$3.09M -36,900 Closed
MCC
218
Money Concepts Capital
Florida
-$132K -13,381 Closed
CCA
219
Cadent Capital Advisors
Oklahoma
-$821K -9,802 Closed
BAM
220
Belpointe Asset Management
Nevada
-$649K -7,748 Closed
NIC
221
Northwest Investment Counselors
Oregon
-$615K -7,350 Closed
AWM
222
Axxcess Wealth Management
California
-$366K -4,372 Closed
CCA
223
Clearwater Capital Advisors
Illinois
-$310K -3,700 Closed
Mariner
224
Mariner
Kansas
-$253K -3,018 Closed
M&T Bank
225
M&T Bank
New York
-$251K -3,000 Closed