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iShares US Utilities ETF
IDU

Overview Fund Activity

120 hedge funds and large institutions have $769M invested in iShares US Utilities ETF in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+22
Holders Change %
+22.45%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.2%
New
32
Increased
42
Reduced
31
Closed
10
Calls
$746K
Puts
$390K
Net Calls
+$356K
Net Calls Change
+$116K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$84.8M
2
AssetMark Inc
2
AssetMark Inc
California
$78.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$70M
4
TFA
4
Transamerica Financial Advisors
Florida
$49.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$56.7M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$510K
2
Citigroup
2
Citigroup
New York
$250K
3
LIA
3
LBMC Investment Advisors
Tennessee
$9.41M
4
HNB
4
Huntington National Bank
Ohio
$5.56M
5
AIP
5
Ameritas Investment Partners
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$4.45M +$609K +10,956 +16%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.29M +$559K +10,040 +15%
SI
28
Stephens Inc
Arkansas
$4.29M -$11.7K -210 -0.3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.38M +$272K +4,890 +9%
VF
30
Virtu Financial
New York
$2.98M +$2.98M +53,582 New
EHC
31
Everett Harris & Co
California
$2.94M -$24.1K -432 -0.8%
OWD
32
Osborn Williams & Donohoe
Ohio
$2.85M -$21.6K -400 -0.8%
BCM
33
Brookstone Capital Management
Illinois
$2.61M +$2.61M +46,848 New
Ameriprise
34
Ameriprise
Minnesota
$2.56M +$243K +4,368 +11%
DY
35
Dowling & Yahnke
California
$2.44M -$208K -3,728 -8%
FIM
36
Fernwood Investment Management
Massachusetts
$2.18M -$284K -5,094 -11%
ICOA
37
Investment Centers of America
North Dakota
$2.14M -$370K -6,640 -15%
DADC
38
D.A. Davidson & Co
Montana
$2.06M +$2.04M +36,668 +9,167%
SI
39
SII Investments
Wisconsin
$1.9M +$1.46M +26,270 +336%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.83M +$570K +10,226 +45%
EAM
41
Evanson Asset Management
California
$1.63M +$353K +6,340 +28%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$1.5M +$954K +17,122 +176%
AIG
43
American International Group
New York
$1.28M -$642K -11,534 -33%
SCP
44
Syntal Capital Partners
Texas
$1.23M – – –
ASN
45
Advisory Services Network
Georgia
$1.23M +$554K +9,952 +82%
CA
46
Cetera Advisors
Colorado
$1.22M +$686K +12,294 +128%
SC
47
Scotia Capital
Ontario, Canada
$1.18M +$242K +4,346 +26%
Stifel Financial
48
Stifel Financial
Missouri
$1.11M -$8.02K -144 -0.7%
HH
49
Hilltop Holdings
Texas
$1.06M +$1.06M +19,112 New
WEC
50
Winslow Evans & Crocker
Massachusetts
$1.04M +$979K +17,580 +1,634%
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