iShares U.S. Power Infrastructure ETF
POWR
40 hedge funds and large institutions have $25.4M invested in iShares U.S. Power Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0.63% more ownership
Funds ownership: 29.85% → 30.48% (+0.63%)
2% less funds holding
Funds holding: 41 → 40 (-1)
10% less capital invested
Capital invested by funds: $28.1M → $25.4M (-$2.73M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
+$1.74M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$355K |
| 4 |
LPL Financial
San Diego,
California
|
+$227K |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$843K |
| 2 |
PS
Planned Solutions
Folsom,
California
|
-$770K |
| 3 |
Jane Street
New York
|
-$654K |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$550K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$383K |
POWR Hedge Fund Activity: Q4 2024 in Review
40 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q4 2024, worth a combined $25.4M — down 9.7% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new POWR positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Heritage Oak Wealth Advisors, opening a new position worth an estimated $1.74M. The largest seller was Morgan Stanley, cutting an estimated $843K.
- 40 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q4 2024, down from 41 in Q3 2024.
- Funds reported $25.4M of iShares U.S. Power Infrastructure ETF stock for Q4 2024, down 9.7% quarter-over-quarter.
- 5 funds opened new iShares U.S. Power Infrastructure ETF positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest iShares U.S. Power Infrastructure ETF buyer in Q4 2024 was Heritage Oak Wealth Advisors, an estimated $1.74M added.
- The largest iShares U.S. Power Infrastructure ETF seller in Q4 2024 was Morgan Stanley, an estimated $843K sold.
Based on aggregated 13F filings for Q4 2024.