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iShares US Utilities ETF

131 hedge funds and large institutions have $449M invested in iShares US Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
48
Reduced
27
Closed
19
Calls
$1.94M
Puts
$235K
Net Calls
+$1.71M
Net Calls Change
+$1.07M
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$71.3M 576,592 +576,510 +703,061%
Morgan Stanley
2
Morgan Stanley
New York
$43.2M 348,990 +251,587 +258%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.3M 309,856 +251,175 +428%
LPL Financial
4
LPL Financial
California
$35.8M 294,915 +158,361 +116%
Bank of America
5
Bank of America
North Carolina
$30.8M 249,238 -284,658 -53%
UCFA
6
United Capital Financial Advisors
Texas
$23M 185,570 +147,763 +391%
Wells Fargo
7
Wells Fargo
California
$18M 145,238 +106,121 +271%
LIA
8
LBMC Investment Advisors
Tennessee
$16.3M 131,559 +1,446 +1%
Goldman Sachs
9
Goldman Sachs
New York
$15.7M 126,867 +1,617 +1%
DWM
10
Destination Wealth Management
California
$13.8M 127,440
CS
11
Credit Suisse
Switzerland
$12.4M 100,001 +34,196 +52%
UBS Group
12
UBS Group
Switzerland
$12.4M 99,995 +60,115 +151%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11M 89,029 +50,173 +129%
Citigroup
14
Citigroup
New York
$6.3M 50,942 -142 -0.3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$6.14M 49,605 +573 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.42M 35,733 +1,437 +4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.18M 33,764 +51 +0.2%
SI
18
Stephens Inc
Arkansas
$4.05M 32,715 +1,430 +5%
RJA
19
Raymond James & Associates
Florida
$4M 32,317 +15,608 +93%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$3.92M 31,997 +23,305 +268%
CIM
21
Confluence Investment Management
Missouri
$3.82M 30,910 +13,137 +74%
EHC
22
Everett Harris & Co
California
$3.01M 24,373 -55 -0.2%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$2.88M 23,295 +9,010 +63%
Ameriprise
24
Ameriprise
Minnesota
$2.81M 22,727 -4,024 -15%
MWM
25
MinichMacGregor Wealth Management
New York
$2.8M 22,629 +22,629 New