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iShares US Utilities ETF

215 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% less ownership

Funds ownership: 42.34%41.82% (-0.52%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 218215 (-3)

10% less capital invested

Capital invested by funds: $413M → $373M (-$39.2M)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
55
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$51.1M +$543K +6,519 +1%
Morgan Stanley
2
Morgan Stanley
New York
$39M +$261K +3,139 +0.7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.7M +$730K +8,773 +2%
Bank of America
4
Bank of America
North Carolina
$20.9M -$19.8M -237,532 -48%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.2M -$3.07M -36,891 -17%
LPL Financial
6
LPL Financial
California
$14.9M -$4.37M -52,518 -22%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.8M -$3.19M -38,368 -20%
LIA
8
LBMC Investment Advisors
Tennessee
$10.1M -$312K -3,747 -3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.97M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.14M +$473K +5,685 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.91M +$634K +7,621 +9%
PCH
12
PGIM Custom Harvest
New Jersey
$7.7M -$552K -6,626 -7%
Ameriprise
13
Ameriprise
Minnesota
$7.41M -$2.21M -26,495 -27%
CCB
14
Country Club Bank
Missouri
$6.53M -$404K -4,858 -6%
Wells Fargo
15
Wells Fargo
California
$6.03M -$1.49M -17,903 -20%
UBS Group
16
UBS Group
Switzerland
$4.86M +$33.5K +402 +0.7%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.55M -$260K -3,126 -5%
Truist Financial
18
Truist Financial
North Carolina
$3.68M -$344K -4,135 -8%
JIC
19
Johnson Investment Counsel
Ohio
$3.62M +$3.69M +44,318 New
RJA
20
Raymond James & Associates
Florida
$3.39M +$255K +3,059 +8%
SLWA
21
San Luis Wealth Advisors
California
$3.37M +$36.8K +442 +1%
Jane Street
22
Jane Street
New York
$3.28M +$3.34M +40,108 New
Goldman Sachs
23
Goldman Sachs
New York
$3.06M -$863K -10,370 -22%
Corient Private Wealth
24
Corient Private Wealth
Florida
$2.88M +$118K +1,414 +4%
IFG
25
Independent Financial Group
California
$2.73M -$78.5K -943 -3%