We are live on ! Find out more
IDU icon

iShares US Utilities ETF

222 hedge funds and large institutions have $391M invested in iShares US Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 224222 (-2)

1.98% less ownership

Funds ownership: 43.03%41.04% (-2%)

9% less capital invested

Capital invested by funds: $427M → $391M (-$36.5M)

Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
66
Reduced
59
Closed
23
Calls
$243K
Puts
Net Calls
+$243K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$50.2M -$2.16M -24,014 -4%
Bank of America
2
Bank of America
North Carolina
$46.2M +$6.38M +70,926 +14%
Morgan Stanley
3
Morgan Stanley
New York
$38.4M +$3.91M +43,428 +10%
LPL Financial
4
LPL Financial
California
$17.8M +$895K +9,945 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.3M +$444K +4,937 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.6M -$890K -9,884 -5%
Wells Fargo
7
Wells Fargo
California
$11.4M +$5.97M +66,360 +89%
LIA
8
LBMC Investment Advisors
Tennessee
$10M -$12.2K -136 -0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.33M -$316K -3,512 -3%
MWM
10
MinichMacGregor Wealth Management
New York
$7.26M +$8.05M +89,473 New
CCB
11
Country Club Bank
Missouri
$7.22M -$188K -2,084 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.9M +$150K +1,661 +2%
FTS
13
Fifth Third Securities
Ohio
$6.29M +$2.88M +31,982 +70%
Prudential Financial
14
Prudential Financial
New Jersey
$6.11M -$35.4M -393,665 -84%
Ameriprise
15
Ameriprise
Minnesota
$5.89M -$558K -6,198 -8%
Truist Financial
16
Truist Financial
North Carolina
$4.82M +$998K +11,091 +23%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.59M +$943K +10,473 +23%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.42M +$38.1K +423 +0.8%
UBS Group
19
UBS Group
Switzerland
$3.83M +$260K +2,887 +7%
MPPLM
20
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.79M -$91.9K -1,021 -2%
BCM
21
Brookstone Capital Management
Illinois
$3.34M +$93.9K +1,043 +2%
KNW
22
Kesler Norman & Wride
Utah
$3.28M +$547K +6,081 +18%
Citadel Advisors
23
Citadel Advisors
Florida
$3.23M +$966K +10,727 +37%
RJA
24
Raymond James & Associates
Florida
$3.11M +$41.8K +464 +1%
TC
25
TAP Consulting
Missouri
$3.09M -$2.8M -31,072 -45%