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iShares US Utilities ETF
IDU

102 hedge funds and large institutions have $586M invested in iShares US Utilities ETF in 2013 Q2 according to their latest regulatory filings, with 102 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $265K

116.36% more ownership

Funds ownership: 0% → 116.36% (+116%)

Holders
102
Holders Change
+102
Holders Change %
–
% of All Funds
3.33%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
102
Increased
–
Reduced
–
Closed
–
Calls
$1.57M
Puts
$265K
Net Calls
+$1.3M
Net Calls Change
+$1.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WFG Advisors
Texas
$3.77M +$3.89M +79,680 New
SI
27
Stephens Inc
Arkansas
$3.64M +$3.75M +76,930 New
WI
28
WrapManager Inc
California
$3.39M +$3.51M +71,918 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.94M +$3.03M +62,186 New
IFWM
30
Institute for Wealth Management
Colorado
$2.88M +$2.97M +60,888 New
EHC
31
Everett Harris & Co
California
$2.8M +$2.89M +59,258 New
OWD
32
Osborn Williams & Donohoe
Ohio
$2.45M +$2.53M +51,838 New
DY
33
Dowling & Yahnke
California
$2.38M +$2.45M +50,244 New
AIG
34
American International Group
New York
$2.15M +$2.22M +45,438 New
CIM
35
Confluence Investment Management
Missouri
$2.05M +$2.11M +43,258 New
HFS
36
HL Financial Services
Kentucky
$2.03M +$2.1M +43,014 New
CWA
37
Constellation Wealth Advisors
New York
$1.94M +$2M +40,934 New
ASN
38
Advisory Services Network
Georgia
$1.83M +$1.88M +38,502 New
ICOA
39
Investment Centers of America
North Dakota
$1.65M +$1.7M +34,824 New
FHC
40
First Heartland Consultants
Missouri
$1.6M +$1.65M +33,798 New
CS
41
Credit Suisse
Switzerland
$1.5M +$1.54M +31,640 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.32M +$1.36M +27,882 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.25M +$1.29M +26,506 New
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$1.03M +$1.07M +21,842 New
FAAS
45
First Allied Advisory Services
California
$1.02M +$1.06M +21,820 New
SNC
46
Stifel Nicolaus & Co
Missouri
$911K +$940K +19,274 New
KAM
47
Keeley Asset Management
Illinois
$903K +$932K +19,100 New
William Blair & Company
48
William Blair & Company
Illinois
$845K +$872K +17,880 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$840K +$867K +17,772 New
GLA
50
Great Lakes Advisors
Illinois
$763K +$787K +16,138 New
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IDU Hedge Fund Activity: Q2 2013 in Review

102 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2013, worth a combined $586M.

Buyers outnumbered sellers: 102 funds opened new IDU positions and 0 closed out — a net gain of 102 holders — while 0 added to existing stakes and 0 trimmed.

  • 102 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $586M of iShares US Utilities ETF stock for Q2 2013.
  • 102 funds opened new iShares US Utilities ETF positions in Q2 2013 and 0 closed out, a net change of +102 holders.

Based on aggregated 13F filings for Q2 2013.