iShares US Utilities ETF
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.
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
0% more funds holding
Funds holding: 101 → 101 (0)
46% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 39
62.69% less ownership
Funds ownership: 125.57% → 62.87% (-63%)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
77% less capital invested
Capital invested by funds: $842M → $194M (-$648M)
80% less call options, than puts
Call options by funds: $326K | Put options by funds: $1.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.01M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.32M |
| 3 |
VF
Virtu Financial
New York
|
+$3.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.18M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$156M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$87.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$65.1M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$53M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$43.3M |
IDU Hedge Fund Activity: Q4 2013 in Review
101 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2013, worth a combined $194M — down 77% from $842M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IDU positions and 23 closed out — a net gain of 2 holders — while 21 added to existing stakes and 39 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $7.01M. The largest seller was Ameriprise, cutting an estimated $156M.
- 101 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $194M of iShares US Utilities ETF stock for Q4 2013, down 77% quarter-over-quarter.
- 25 funds opened new iShares US Utilities ETF positions in Q4 2013 and 23 closed out, a net change of +2 holders.
- The largest iShares US Utilities ETF buyer in Q4 2013 was Credit Suisse, an estimated $7.01M added.
- The largest iShares US Utilities ETF seller in Q4 2013 was Ameriprise, an estimated $156M sold.
Based on aggregated 13F filings for Q4 2013.