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iShares US Utilities ETF

224 hedge funds and large institutions have $427M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

7% more funds holding

Funds holding: 210224 (+14)

6% more capital invested

Capital invested by funds: $404M → $427M (+$22.8M)

1.2% more ownership

Funds ownership: 41.83%43.03% (+1.2%)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
70
Reduced
53
Closed
13
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$55M -$2.85M -32,214 -5%
Bank of America
2
Bank of America
North Carolina
$42.7M +$7.98M +90,324 +22%
Prudential Financial
3
Prudential Financial
New Jersey
$39.6M +$1.17M +13,189 +3%
Morgan Stanley
4
Morgan Stanley
New York
$36.8M +$5.6M +63,400 +17%
LPL Financial
5
LPL Financial
California
$18M -$116K -1,315 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.8M +$116K +1,309 +0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.2M +$2.16M +24,401 +15%
LIA
8
LBMC Investment Advisors
Tennessee
$10.6M +$47.4K +536 +0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.09M +$63.4K +717 +0.7%
CCB
10
Country Club Bank
Missouri
$7.58M -$63.4K -717 -0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.13M +$417K +4,722 +6%
Ameriprise
12
Ameriprise
Minnesota
$6.74M +$456K +5,164 +7%
Wells Fargo
13
Wells Fargo
California
$6.38M +$2.68M +30,305 +68%
TC
14
TAP Consulting
Missouri
$5.92M +$6.11M +69,154 New
Osaic Holdings
15
Osaic Holdings
Arizona
$4.63M +$17.4K +197 +0.4%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$4.54M -$606K -6,855 -11%
Goldman Sachs
17
Goldman Sachs
New York
$4.49M +$2.33M +26,369 +101%
Truist Financial
18
Truist Financial
North Carolina
$4.13M +$397K +4,489 +10%
MPPLM
19
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.09M +$2.05M +23,245 +95%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.94M +$2.21M +25,041 +119%
FTS
21
Fifth Third Securities
Ohio
$3.9M +$4.03M +45,551 New
UBS Group
22
UBS Group
Switzerland
$3.79M -$156K -1,767 -4%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.75M +$3.32M +37,581 +597%
BCM
24
Brookstone Capital Management
Illinois
$3.65M -$2.33M -26,380 -38%
RJA
25
Raymond James & Associates
Florida
$3.25M +$500K +5,653 +18%