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iShares US Utilities ETF
IDU

Overview Fund Activity

101 hedge funds and large institutions have $842M invested in iShares US Utilities ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
15
Increased
39
Reduced
33
Closed
14
Calls
$638K
Puts
–
Net Calls
+$638K
Net Calls Change
-$667K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$155M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.2M
3
NA
3
Navellier & Associates
Nevada
$43.3M
4
SG Americas Securities
4
SG Americas Securities
New York
$30.9M
5
PI
5
Placemark Investments
Illinois
$40.2M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$14.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.5M
3
Bank of America
3
Bank of America
North Carolina
$10.8M
4
CP
4
Corbenic Partners
Pennsylvania
$0
5
PVH
5
Psagot Value Holdings
Israel
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$5.52M -$61.2K -1,304 -1%
Citigroup
27
Citigroup
New York
$4.9M -$5.26K -112 -0.1%
WI
28
WrapManager Inc
California
$4.81M +$1.43M +30,370 +42%
IFWM
29
Institute for Wealth Management
Colorado
$4.77M +$1.91M +40,768 +67%
WA
30
WFG Advisors
Texas
$4.48M +$742K +15,796 +20%
U
31
UBS
Switzerland
$4.21M -$602K -12,816 -13%
SI
32
Stephens Inc
Arkansas
$3.63M +$22.1K +470 +0.6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.92M -$2.44K -52 -0.1%
HFS
34
HL Financial Services
Kentucky
$2.83M +$813K +17,310 +40%
CWA
35
Constellation Wealth Advisors
New York
$2.76M +$835K +17,780 +43%
AIP
36
Ameritas Investment Partners
Nebraska
$2.72M +$2.72M +58,000 New
EHC
37
Everett Harris & Co
California
$2.64M -$146K -3,100 -5%
TRCT
38
Tower Research Capital (TRC)
New York
$2.47M +$2.47M +52,516 New
OWD
39
Osborn Williams & Donohoe
Ohio
$2.45M +$18.8K +400 +0.8%
DY
40
Dowling & Yahnke
California
$2.31M -$51K -1,086 -2%
CIM
41
Confluence Investment Management
Missouri
$2.18M +$150K +3,200 +7%
ICOA
42
Investment Centers of America
North Dakota
$2.12M +$483K +10,250 +29%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.46M +$211K +4,504 +17%
VKH
44
Virtu KCG Holdings
New York
$1.37M +$1.37M +29,202 New
FHC
45
First Heartland Consultants
Missouri
$1.22M -$374K -7,928 -23%
DADC
46
D.A. Davidson & Co
Montana
$1.14M +$612K +13,038 +115%
RIA
47
Regal Investment Advisors
Michigan
$994K +$825K +17,568 +487%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$972K -$52.9K -1,128 -5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$926K +$926K +19,732 New
SNC
50
Stifel Nicolaus & Co
Missouri
$908K +$3.47K +74 +0.4%
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