iShares US Utilities ETF
224 hedge funds and large institutions have $427M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 53
7% more funds holding
Funds holding: 210 → 224 (+14)
6% more capital invested
Capital invested by funds: $404M → $427M (+$22.8M)
1.2% more ownership
Funds ownership: 41.83% → 43.03% (+1.2%)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.98M |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$6.11M |
| 3 |
Morgan Stanley
New York
|
+$5.6M |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$4.03M |
| 5 |
JP Morgan Chase
New York
|
+$3.32M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Marshall Wace
London,
United Kingdom
| – | -$476K | -5,233 | Closed |
|
|
ASN
227
Advisory Services Network
Atlanta,
Georgia
| – | -$241K | -2,652 | Closed |
|
|
FIM
228
Fernwood Investment Management
Quincy,
Massachusetts
| – | -$222K | -2,439 | Closed |
|
|
RJT
229
Raymond James Trust
St. Petersburg,
Florida
| – | -$210K | -2,304 | Closed |
|
|
MG
230
Mather Group
Chicago,
Illinois
| – | -$204K | -2,244 | Closed |
|
|
RW
231
REDW Wealth
Albuquerque,
New Mexico
| – | -$203K | -2,234 | Closed |
|
|
5L
232
55I LLC
Boston,
Massachusetts
| – | -$202K | -2,223 | Closed |
|
|
FFBTD
233
First Financial Bank - Trust Division
Hamilton,
Ohio
| – | -$200K | -2,200 | Closed |
|
|
RIM
234
Rockbridge Investment Management
Syracuse,
New York
| – | -$74.3K | -806 | Closed |
|
235
Koshinski Asset Management
Decatur,
Illinois
| – | -$31.1K | -342 | Closed |
|
236
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$18K | -200 | Closed |
|
|
AWM
237
Avior Wealth Management
Omaha,
Nebraska
| – | +$8.84K | +100 | New |
|
IDU Hedge Fund Activity: Q2 2022 in Review
224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2022, worth a combined $427M — up 5.6% from $404M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IDU positions and 13 closed out — a net gain of 14 holders — while 70 added to existing stakes and 53 trimmed.
The largest buyer was Bank of America, adding an estimated $7.98M. The largest seller was Destination Wealth Management, cutting an estimated $2.85M.
- 224 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2022, up from 210 in Q1 2022.
- Funds reported $427M of iShares US Utilities ETF stock for Q2 2022, up 5.6% quarter-over-quarter.
- 27 funds opened new iShares US Utilities ETF positions in Q2 2022 and 13 closed out, a net change of +14 holders.
- The largest iShares US Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $7.98M added.
- The largest iShares US Utilities ETF seller in Q2 2022 was Destination Wealth Management, an estimated $2.85M sold.
Based on aggregated 13F filings for Q2 2022.