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iShares US Utilities ETF

151 hedge funds and large institutions have $286M invested in iShares US Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $244M → $286M (+$41.2M)

11% more funds holding

Funds holding: 136151 (+15)

1.31% less ownership

Funds ownership: 79.61%78.3% (-1.3%)

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
48
Reduced
28
Closed
13
Calls
$483K
Puts
Net Calls
+$483K
Net Calls Change
-$509K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$38.3M -$604K -8,770 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$34.5M +$29.6M +429,496 +512%
Morgan Stanley
3
Morgan Stanley
New York
$22.9M +$1.89M +27,460 +9%
Wells Fargo
4
Wells Fargo
California
$15.6M +$12.7M +184,658 +381%
Bank of America
5
Bank of America
North Carolina
$14.1M +$4.12M +59,782 +40%
LPL Financial
6
LPL Financial
California
$13.6M +$2.04M +29,696 +17%
GC
7
Grimes & Company
Massachusetts
$12.7M +$13M +189,298 New
MIS
8
Morningstar Investment Services
Illinois
$8.91M -$124K -1,802 -1%
LIA
9
LBMC Investment Advisors
Tennessee
$8.71M +$74.8K +1,086 +0.8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.87M -$2.67M -38,800 -27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.63M +$334K +4,850 +5%
UBS Group
12
UBS Group
Switzerland
$4.92M +$1.28M +18,592 +34%
Ameriprise
13
Ameriprise
Minnesota
$4.81M +$1.52M +22,122 +45%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.62M +$3.44M +49,942 +264%
SI
15
Stephens Inc
Arkansas
$3.78M +$236K +3,430 +6%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.71M +$2.01M +29,260 +113%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.65M +$3.24M +47,024 +641%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.98M -$1.03M -15,020 -25%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.93M -$72.6K -1,054 -2%
QAM
20
Questar Asset Management
Minnesota
$2.55M +$2.62M +38,056 New
PFS
21
Prospera Financial Services
Texas
$2.47M +$2.53M +36,756 New
EHC
22
Everett Harris & Co
California
$2.42M -$8.95K -130 -0.4%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.42M +$214K +3,104 +9%
AG
24
Advisor Group
Arizona
$2.35M +$2.09M +30,340 +649%
KFBMI
25
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.28M