iShares US Utilities ETF
216 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 72 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
28% more capital invested
Capital invested by funds: $319M → $410M (+$90.8M)
7.12% more ownership
Funds ownership: 41.62% → 48.74% (+7.1%)
7% more funds holding
Funds holding: 202 → 216 (+14)
26% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$43.2M |
| 2 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$28.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.9M |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$2.74M |
| 5 |
Rockefeller Capital Management
New York
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$29.4M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$3.57M |
| 3 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$3.16M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.74M |
| 5 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$2.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$100K | -1,350 | Closed |
|
|
TF
227
Tompkins Financial
Ithaca,
New York
| – | -$54.4K | -740 | Closed |
|
|
CFD
228
Creative Financial Designs
Kokomo,
Indiana
| – | -$51.8K | -704 | Closed |
|
|
CIA
229
Choate Investment Advisors
Boston,
Massachusetts
| – | -$49.3K | -670 | Closed |
|
|
CSPIA
230
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$19.9K | -270 | Closed |
|
|
RIA
231
Realta Investment Advisors
Wilmington,
Delaware
| – | -$15.9K | -195 | Closed |
|
232
First Manhattan
New York
| – | -$8.83K | -119 | Closed |
|
|
FIA
233
FNY Investment Advisers
New York
| – | -$7K | -100 | Closed |
|
|
BWS
234
Buck Wealth Strategies
Denver,
Colorado
| – | -$6.62K | -90 | Closed |
|
|
PCMC
235
Private Capital Management (Colorado)
Denver,
Colorado
| – | -$5.3K | -72 | Closed |
|
|
SWM
236
Spire Wealth Management
Mclean,
Virginia
| – | -$4.05K | -55 | Closed |
|
IDU Hedge Fund Activity: Q4 2023 in Review
216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2023, worth a combined $410M — up 28% from $319M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IDU positions and 19 closed out — a net gain of 18 holders — while 53 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $43.2M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $29.4M.
- 216 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2023, up from 202 in Q3 2023.
- Funds reported $410M of iShares US Utilities ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 37 funds opened new iShares US Utilities ETF positions in Q4 2023 and 19 closed out, a net change of +18 holders.
- The largest iShares US Utilities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $43.2M added.
- The largest iShares US Utilities ETF seller in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $29.4M sold.
Based on aggregated 13F filings for Q4 2023.