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POWR

iShares U.S. Power Infrastructure ETF

31 hedge funds and large institutions have $23.9M invested in iShares U.S. Power Infrastructure ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

31% more capital invested

Capital invested by funds: $18.2M → $23.9M (+$5.7M)

11% more funds holding

Funds holding: 2831 (+3)

4.17% more ownership

Funds ownership: 26.01%30.18% (+4.2%)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$5.08M -$254K -15,404 -5%
LPL Financial
2
LPL Financial
California
$3.6M +$867K +52,524 +33%
AIP
3
ARS Investment Partners
New York
$2.76M +$522K +31,604 +24%
PS
4
Planned Solutions
California
$2.36M +$58.3K +3,533 +3%
CAN
5
Cetera Advisor Networks
California
$1.17M +$1.13M +68,698 New
SWM
6
Sculati Wealth Management
Michigan
$1.1M +$149K +9,051 +16%
Morgan Stanley
7
Morgan Stanley
New York
$1.05M +$605K +36,649 +145%
VWA
8
V Wealth Advisors
Kansas
$703K -$2.79K -169 -0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$612K +$14.4K +875 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$593K +$10.2K +620 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$586K +$38.5K +2,335 +7%
Bank of America
12
Bank of America
North Carolina
$543K +$179K +10,866 +52%
Citadel Advisors
13
Citadel Advisors
Florida
$520K +$137K +8,322 +37%
TFS
14
Thoroughbred Financial Services
Tennessee
$457K +$27.3K +1,657 +7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$443K +$430K +26,070 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$441K +$114K +6,882 +36%
RJA
17
Raymond James & Associates
Florida
$424K +$4.31K +261 +1%
GCA
18
Gradient Capital Advisors
California
$400K -$48.6K -2,944 -11%
Osaic Holdings
19
Osaic Holdings
Arizona
$335K +$53.5K +3,244 +20%
SIAM
20
Sterling Investment Advisors (Missouri)
Missouri
$267K +$3.52K +213 +1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$187K -$1.49K -90 -0.8%
GRP
22
Global Retirement Partners
California
$161K -$347 -21 -0.2%
NFG
23
Next Financial Group
Texas
$20K
Wells Fargo
24
Wells Fargo
California
$18K -$17 -1 -0.1%
APA
25
American Portfolios Advisors
New York
$15.4K +$15K +906 New

POWR Hedge Fund Activity: Q2 2021 in Review

31 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q2 2021, worth a combined $23.9M — up 31% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new POWR positions and 1 closed out — a net gain of 3 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $1.13M. The largest seller was Fisher Asset Management, cutting an estimated $254K.

  • 31 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q2 2021, up from 28 in Q1 2021.
  • Funds reported $23.9M of iShares U.S. Power Infrastructure ETF stock for Q2 2021, up 31% quarter-over-quarter.
  • 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q2 2021 and 1 closed out, a net change of +3 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q2 2021 was Cetera Advisor Networks, an estimated $1.13M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q2 2021 was Fisher Asset Management, an estimated $254K sold.

Based on aggregated 13F filings for Q2 2021.