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iShares US Utilities ETF

144 hedge funds and large institutions have $346M invested in iShares US Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
28
Reduced
53
Closed
17
Calls
$707K
Puts
Net Calls
+$707K
Net Calls Change
+$94K
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$107M 804,386 +352,754 +78%
DWM
2
Destination Wealth Management
California
$35.7M 268,712 -573 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$24M 180,800 -15,778 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.3M 123,014 -1,089 -0.9%
Bank of America
5
Bank of America
North Carolina
$14.9M 111,986 +4,132 +4%
UCFA
6
United Capital Financial Advisors
Texas
$13.5M 101,457 -6,714 -6%
LIA
7
LBMC Investment Advisors
Tennessee
$10.2M 76,954 -26,567 -26%
LPL Financial
8
LPL Financial
California
$10.1M 75,956 -9,971 -12%
Goldman Sachs
9
Goldman Sachs
New York
$6.89M 51,824 -8,051 -13%
MIS
10
Morningstar Investment Services
Illinois
$5.45M 41,025 +3,131 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.32M 40,034 -1,897 -5%
UBS Group
12
UBS Group
Switzerland
$4.9M 36,849 -32,519 -47%
Wells Fargo
13
Wells Fargo
California
$4.87M 36,627 -44,781 -55%
RJA
14
Raymond James & Associates
Florida
$4.36M 32,791 +8,361 +34%
SI
15
Stephens Inc
Arkansas
$4.04M 30,366 -10,077 -25%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$4.01M 30,141 -226 -0.7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.22M 24,261 +15,094 +165%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.15M 23,708 -9,724 -29%
CI
19
Cavalier Investments
Georgia
$3.13M 23,518 +23,518 New
EHC
20
Everett Harris & Co
California
$2.56M 19,286 -475 -2%
NA
21
Navellier & Associates
Nevada
$2.39M 17,982 -9,610 -35%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.36M 17,761 -3,284 -16%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.18M 16,425 -24,481 -60%
DY
24
Dowling & Yahnke
California
$2.1M 15,769 -75 -0.5%
ACP
25
Aveo Capital Partners
Colorado
$2.07M 15,544 +13,939 +868%