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iShares US Utilities ETF
IDU

Overview Fund Activity

98 hedge funds and large institutions have $253M invested in iShares US Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
34
Reduced
32
Closed
16
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
QA
2
Quantitative Advantage
Minnesota
$12.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.53M
4
Bank of America
4
Bank of America
North Carolina
$18M
5
Citigroup
5
Citigroup
New York
$5.45M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
VF
3
Virtu Financial
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.91M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.16M -$55.4K -1,068 -3%
ICOA
27
Investment Centers of America
North Dakota
$2.12M +$1.12M +23,836 +112%
PI
28
Placemark Investments
Illinois
$1.82M +$812K +15,584 +80%
CIM
29
Confluence Investment Management
Missouri
$1.82M -$299K -5,746 -14%
AIG
30
American International Group
New York
$1.8M +$1.34M +25,716 +291%
AP
31
Advisors Preferred
Maryland
$1.7M +$1.7M +32,700 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$1.37M +$388K +7,436 +39%
EAM
33
Evanson Asset Management
California
$1.19M – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.18M +$472K +9,058 +67%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$1.08M -$2.5K -48 -0.2%
Stifel Financial
36
Stifel Financial
Missouri
$1.05M +$1.05M +20,154 New
SC
37
Scotia Capital
Ontario, Canada
$881K +$881K +16,916 New
CIA
38
Capital Investment Advisors
Georgia
$858K -$33.3K -640 -4%
GLA
39
Great Lakes Advisors
Illinois
$838K +$34.7K +666 +4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$813K -$1.08M -20,778 -57%
BOS
41
Bingham Osborn & Scarborough
California
$762K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$730K +$52.1K +1,000 +8%
KAM
43
Keeley Asset Management
Illinois
$729K -$189K -3,634 -21%
OC
44
Oppenheimer & Co
New York
$691K -$14.5K -278 -2%
PAG
45
Private Advisor Group
New Jersey
$652K +$276K +5,296 +73%
ASN
46
Advisory Services Network
Georgia
$634K +$456K +8,762 +256%
FWIA
47
Fort Washington Investment Advisors
Ohio
$512K -$8.34K -160 -2%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$507K +$261K +5,020 +106%
MAS
49
Madden Advisory Services
Florida
$505K +$114K +2,180 +29%
CA
50
Cetera Advisors
Colorado
$501K +$58K +1,114 +13%
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