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iShares US Utilities ETF
IDU

Overview Fund Activity

101 hedge funds and large institutions have $194M invested in iShares US Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
25
Increased
21
Reduced
39
Closed
23
Calls
$326K
Puts
$1.61M
Net Calls
-$1.28M
Net Calls Change
-$1.92M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$6.99M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.79M
3
VF
3
Virtu Financial
New York
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.74M
5
DWM
5
Destination Wealth Management
California
$16.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.04M
2
BTS
2
BB&T Securities
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$180K
4
UCFA
4
United Capital Financial Advisors
Texas
$255K
5
NA
5
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
26
First Heartland Consultants
Missouri
$1.13M -$114K -2,384 -9%
EAM
27
Evanson Asset Management
California
$1.1M +$1.1M +22,864 New
ICOA
28
Investment Centers of America
North Dakota
$997K -$1.12M -23,836 -53%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$995K +$2.3K +48 +0.2%
PI
30
Placemark Investments
Illinois
$930K -$40.1M -836,710 -98%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$902K +$5.36K +112 +0.6%
FAAS
32
First Allied Advisory Services
California
$870K +$246K +5,108 +39%
KAM
33
Keeley Asset Management
Illinois
$845K -$3.07K -64 -0.4%
CIA
34
Capital Investment Advisors
Georgia
$819K +$819K +17,100 New
TH
35
Timber Hill
Connecticut
$786K +$786K +16,400 New
GLA
36
Great Lakes Advisors
Illinois
$739K -$45K -940 -6%
BOS
37
Bingham Osborn & Scarborough
California
$701K – – –
VKH
38
Virtu KCG Holdings
New York
$654K -$746K -15,562 -53%
PG
39
PEAK6 Group
Illinois
$652K +$652K +13,600 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$650K +$11.1K +232 +2%
OC
41
Oppenheimer & Co
New York
$649K +$7.66K +160 +1%
DS
42
DRW Securities
Illinois
$647K +$647K +13,514 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$624K +$2.21K +46 +0.4%
FWIA
44
Fort Washington Investment Advisors
Ohio
$478K -$31.6K -660 -6%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$472K -$474K -9,886 -50%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$439K +$253K +5,288 +136%
AIG
47
American International Group
New York
$424K -$9.2K -192 -2%
SHA
48
Smith Hayes Advisers
Nebraska
$422K -$95.9K -2,000 -19%
CA
49
Cetera Advisors
Colorado
$410K +$10.1K +210 +3%
MAS
50
Madden Advisory Services
Florida
$360K -$15.9K -332 -4%
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