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POWR

iShares U.S. Power Infrastructure ETF

28 hedge funds and large institutions have $18.2M invested in iShares U.S. Power Infrastructure ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

36% more capital invested

Capital invested by funds: $13.3M → $18.2M (+$4.85M)

8% more funds holding

Funds holding: 2628 (+2)

0.51% more ownership

Funds ownership: 25.5%26.01% (+0.51%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.93M +$2.53K +168 +0.1%
LPL Financial
2
LPL Financial
California
$2.5M +$551K +36,629 +30%
PS
3
Planned Solutions
California
$2.12M +$147K +9,749 +8%
AIP
4
ARS Investment Partners
New York
$2.05M +$1.96M +130,543 New
SWM
5
Sculati Wealth Management
Michigan
$873K +$837K +55,628 New
VWA
6
V Wealth Advisors
Kansas
$652K -$39.5K -2,625 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$551K +$124K +8,257 +31%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$537K -$883K -58,638 -63%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$504K -$79.2K -5,259 -14%
GCA
10
Gradient Capital Advisors
California
$415K
Morgan Stanley
11
Morgan Stanley
New York
$396K -$73.4K -4,876 -16%
TFS
12
Thoroughbred Financial Services
Tennessee
$396K +$65.6K +4,357 +21%
RJA
13
Raymond James & Associates
Florida
$387K +$4.65K +309 +1%
Citadel Advisors
14
Citadel Advisors
Florida
$350K +$335K +22,273 New
Bank of America
15
Bank of America
North Carolina
$330K +$124K +8,221 +64%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$299K +$5.36K +356 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$257K -$157K -10,450 -39%
SIAM
18
Sterling Investment Advisors (Missouri)
Missouri
$243K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$174K +$167K +11,068 New
GRP
20
Global Retirement Partners
California
$149K +$10.7K +709 +8%
NFG
21
Next Financial Group
Texas
$19K
Wells Fargo
22
Wells Fargo
California
$17K
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$6K
SFS
24
Sowell Financial Services
Arkansas
$5K +$4.59K +305 New
PA
25
Parallel Advisors
California
$4K

POWR Hedge Fund Activity: Q1 2021 in Review

28 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q1 2021, worth a combined $18.2M — up 36% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new POWR positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was ARS Investment Partners, opening a new position worth an estimated $1.96M. The largest seller was Royal Bank of Canada, cutting an estimated $883K.

  • 28 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q1 2021, up from 26 in Q4 2020.
  • Funds reported $18.2M of iShares U.S. Power Infrastructure ETF stock for Q1 2021, up 36% quarter-over-quarter.
  • 6 funds opened new iShares U.S. Power Infrastructure ETF positions in Q1 2021 and 4 closed out, a net change of +2 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q1 2021 was ARS Investment Partners, an estimated $1.96M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $883K sold.

Based on aggregated 13F filings for Q1 2021.