iShares US Utilities ETF
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.
44% more capital invested
Capital invested by funds: $586M → $842M (+$256M)
18% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 33
9.2% more ownership
Funds ownership: 116.36% → 125.57% (+9.2%)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
1% less funds holding
Funds holding: 102 → 101 (-1)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$50.6M |
| 2 |
Goldman Sachs
New York
|
+$35.9M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$35.1M |
| 4 |
SG Americas Securities
New York
|
+$27.4M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$37.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.63M |
| 4 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
-$3.77M |
| 5 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$3.09M |
IDU Hedge Fund Activity: Q3 2013 in Review
101 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2013, worth a combined $842M — up 44% from $586M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IDU positions and 14 closed out — a net gain of 1 holder — while 39 added to existing stakes and 33 trimmed.
The largest buyer was Ameriprise, adding an estimated $50.6M. The largest seller was Beaumont Financial Advisors, cutting an estimated $37.6M.
- 101 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2013, down from 102 in Q2 2013.
- Funds reported $842M of iShares US Utilities ETF stock for Q3 2013, up 44% quarter-over-quarter.
- 15 funds opened new iShares US Utilities ETF positions in Q3 2013 and 14 closed out, a net change of +1 holder.
- The largest iShares US Utilities ETF buyer in Q3 2013 was Ameriprise, an estimated $50.6M added.
- The largest iShares US Utilities ETF seller in Q3 2013 was Beaumont Financial Advisors, an estimated $37.6M sold.
Based on aggregated 13F filings for Q3 2013.