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POWR

iShares U.S. Power Infrastructure ETF

23 hedge funds and large institutions have $4.62M invested in iShares U.S. Power Infrastructure ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

34% more capital invested

Capital invested by funds: $3.45M → $4.62M (+$1.17M)

5% more funds holding

Funds holding: 2223 (+1)

2.52% more ownership

Funds ownership: 9.44%11.96% (+2.5%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$700K -$21K -1,067 -3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$662K +$15.6K +794 +2%
Citadel Advisors
3
Citadel Advisors
Florida
$640K +$409K +20,814 +195%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$616K +$279K +14,209 +88%
Ameriprise
5
Ameriprise
Minnesota
$450K +$112K +5,713 +35%
LPL Financial
6
LPL Financial
California
$439K -$16.8K -855 -4%
CWM
7
Concert Wealth Management
California
$209K +$44.6K +2,265 +28%
IA
8
IFP Advisors
Florida
$205K +$36.3K +1,845 +22%
MFS
9
MSI Financial Services
Massachusetts
$181K +$121K +6,134 +222%
AG
10
Advisor Group
Arizona
$150K -$14.5K -737 -9%
Bank of America
11
Bank of America
North Carolina
$136K -$7.83K -398 -6%
Morgan Stanley
12
Morgan Stanley
New York
$89K +$55.4K +2,819 +180%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$46K +$590 +30 +1%
UBS Group
14
UBS Group
Switzerland
$36K -$31.1K -1,579 -47%
Wells Fargo
15
Wells Fargo
California
$22K
GWM
16
Geneos Wealth Management
Colorado
$18K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9K
JFGIW
18
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$59 +3 +1%
PA
19
Parallel Advisors
California
$5K +$5.21K +265 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$4K
IAS
21
INR Advisory Services
Pennsylvania
$1K
TRCT
22
Tower Research Capital (TRC)
New York
$1K +$1.04K +53 New
Citigroup
23
Citigroup
New York
-$46K -2,381 Closed

POWR Hedge Fund Activity: Q4 2016 in Review

23 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q4 2016, worth a combined $4.62M — up 34% from $3.45M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new POWR positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $409K. The largest seller was Citigroup, exiting entirely with an estimated $46K sold.

  • 23 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q4 2016, up from 22 in Q3 2016.
  • Funds reported $4.62M of iShares U.S. Power Infrastructure ETF stock for Q4 2016, up 34% quarter-over-quarter.
  • 2 funds opened new iShares U.S. Power Infrastructure ETF positions in Q4 2016 and 1 closed out, a net change of +1 holder.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q4 2016 was Citadel Advisors, an estimated $409K added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q4 2016 was Citigroup, an estimated $46K sold.

Based on aggregated 13F filings for Q4 2016.