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POWR

iShares U.S. Power Infrastructure ETF

24 hedge funds and large institutions have $6.45M invested in iShares U.S. Power Infrastructure ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 1824 (+6)

0.45% less ownership

Funds ownership: 19.15%18.7% (-0.45%)

2% less capital invested

Capital invested by funds: $6.56M → $6.45M (-$108K)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.78M +$85.1K +4,103 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$790K -$50.7K -2,444 -6%
SG Americas Securities
3
SG Americas Securities
New York
$759K -$152K -7,312 -17%
GCA
4
Gradient Capital Advisors
California
$748K +$720K +34,700 New
Bank of America
5
Bank of America
North Carolina
$332K -$10.4K -500 -3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$308K +$297K +14,312 New
AG
7
Advisor Group
Arizona
$304K
LPL Financial
8
LPL Financial
California
$285K -$93K -4,483 -25%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$252K +$2.84K +137 +1%
FCI
10
Financial Counselors Inc
Kansas
$228K +$220K +10,579 New
IA
11
IFP Advisors
Florida
$220K -$3.22K -155 -1%
Jane Street
12
Jane Street
New York
$214K -$1.59M -76,594 -89%
Morgan Stanley
13
Morgan Stanley
New York
$54K +$3.76K +181 +8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$41K -$8.63K -416 -18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$32K +$26.2K +1,264 +665%
UBS Group
16
UBS Group
Switzerland
$26K -$22.3K -1,073 -47%
Wells Fargo
17
Wells Fargo
California
$23K
GWM
18
Geneos Wealth Management
Colorado
$20K
GRP
19
Global Retirement Partners
California
$15K +$14K +674 New
SWP
20
Stratos Wealth Partners
Ohio
$10K +$10K +482 New
PA
21
Parallel Advisors
California
$6K
TFS
22
TrustCore Financial Services
Tennessee
$3K +$2.43K +117 New
IAS
23
INR Advisory Services
Pennsylvania
$1K +$21 +1 +2%

POWR Hedge Fund Activity: Q4 2017 in Review

24 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q4 2017, worth a combined $6.45M — down 1.6% from $6.56M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new POWR positions and 0 closed out — a net gain of 6 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $297K. The largest seller was Jane Street, cutting an estimated $1.59M.

  • 24 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $6.45M of iShares U.S. Power Infrastructure ETF stock for Q4 2017, down 1.6% quarter-over-quarter.
  • 6 funds opened new iShares U.S. Power Infrastructure ETF positions in Q4 2017 and 0 closed out, a net change of +6 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $297K added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q4 2017 was Jane Street, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2017.