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POWR

iShares U.S. Power Infrastructure ETF

29 hedge funds and large institutions have $28.1M invested in iShares U.S. Power Infrastructure ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $23.9M → $28.1M (+$4.28M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

1.49% more ownership

Funds ownership: 30.18%31.67% (+1.5%)

6% less funds holding

Funds holding: 3129 (-2)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$5.01M -$226K -13,999 -5%
LPL Financial
2
LPL Financial
California
$4.51M +$720K +44,632 +21%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4M +$3.49M +216,156 +1,969%
AIP
4
ARS Investment Partners
New York
$2.95M +$85.9K +5,324 +3%
Bank of America
5
Bank of America
North Carolina
$1.96M +$1.28M +79,511 +249%
Jane Street
6
Jane Street
New York
$1.32M +$1.21M +75,228 New
CAN
7
Cetera Advisor Networks
California
$1.21M -$3.81K -236 -0.3%
SWM
8
Sculati Wealth Management
Michigan
$1.14M +$5.41K +335 +0.5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$739K +$257K +15,923 +61%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$699K +$78.8K +4,883 +14%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$639K +$5.39K +334 +0.9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$578K -$25.6K -1,589 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$482K +$23.7K +1,470 +6%
Morgan Stanley
14
Morgan Stanley
New York
$464K -$572K -35,471 -57%
TFS
15
Thoroughbred Financial Services
Tennessee
$458K -$13.6K -840 -3%
RJA
16
Raymond James & Associates
Florida
$430K -$7.99K -495 -2%
GCA
17
Gradient Capital Advisors
California
$406K -$6.38K -395 -2%
VWA
18
V Wealth Advisors
Kansas
$370K -$329K -20,365 -49%
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$276K
Osaic Holdings
20
Osaic Holdings
Arizona
$247K -$91.3K -5,655 -29%
GRP
21
Global Retirement Partners
California
$178K +$10.6K +657 +7%
NFG
22
Next Financial Group
Texas
$21K
Wells Fargo
23
Wells Fargo
California
$19K
APA
24
American Portfolios Advisors
New York
$15.9K
SPIA
25
Steward Partners Investment Advisory
New York
$11K

POWR Hedge Fund Activity: Q3 2021 in Review

29 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q3 2021, worth a combined $28.1M — up 18% from $23.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of POWR and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.49M. The largest seller was Morgan Stanley, cutting an estimated $572K.

  • 29 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q3 2021, down from 31 in Q2 2021.
  • Funds reported $28.1M of iShares U.S. Power Infrastructure ETF stock for Q3 2021, up 18% quarter-over-quarter.
  • 1 fund opened new iShares U.S. Power Infrastructure ETF positions in Q3 2021 and 2 closed out, a net change of -1 holder.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $3.49M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q3 2021 was Morgan Stanley, an estimated $572K sold.

Based on aggregated 13F filings for Q3 2021.