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iShares US Utilities ETF

175 hedge funds and large institutions have $308M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $313M → $308M (-$5.29M)

2.78% less ownership

Funds ownership: 82.63%79.84% (-2.8%)

5% less funds holding

Funds holding: 184175 (-9)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

42% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 69

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
40
Reduced
69
Closed
18
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$45.1M +$1.35M +18,458 +3%
Morgan Stanley
2
Morgan Stanley
New York
$23.3M -$1.88M -25,578 -7%
Bank of America
3
Bank of America
North Carolina
$17.2M -$9.67M -131,778 -36%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M +$1.52M +20,754 +10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$15.8M +$15.2M +207,000 +2,232%
LPL Financial
6
LPL Financial
California
$14.5M -$367K -4,998 -2%
KFS
7
Kelly Financial Services
Massachusetts
$12.4M +$1.31M +17,824 +12%
LIA
8
LBMC Investment Advisors
Tennessee
$9.61M +$72.2K +984 +0.8%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$8.56M -$147K -2,008 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.55M +$749K +10,208 +11%
CCT
11
Country Club Trust
Missouri
$6.79M +$6.82M +92,934 New
UBS Group
12
UBS Group
Switzerland
$6.25M -$3.01M -41,038 -32%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.47M -$6.55M -89,340 -54%
Wells Fargo
14
Wells Fargo
California
$4.78M -$3.81M -51,992 -44%
Ameriprise
15
Ameriprise
Minnesota
$4.62M -$3.07M -41,828 -40%
Goldman Sachs
16
Goldman Sachs
New York
$4.41M -$3.52K -48 -0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.3M +$703K +9,586 +19%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.86M -$4.73M -64,472 -55%
HF
19
HRT Financial
New York
$3.62M +$651K +8,872 +22%
SI
20
Stephens Inc
Arkansas
$3.5M +$79.5K +1,084 +2%
Citadel Advisors
21
Citadel Advisors
Florida
$3.22M -$3.37M -45,898 -51%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.19M -$1.69M -22,992 -34%
SPC
23
Sigma Planning Corp
Michigan
$3.14M -$879K -11,984 -22%
IMC Chicago
24
IMC Chicago
Illinois
$2.77M -$138K -1,886 -5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$2.76M -$27K -368 -1%