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iShares US Utilities ETF
IDU

Overview Fund Activity

102 hedge funds and large institutions have $281M invested in iShares US Utilities ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-18
Holders Change %
-15%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.03%
New
13
Increased
24
Reduced
46
Closed
31
Calls
$463K
Puts
$253K
Net Calls
+$210K
Net Calls Change
-$146K

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$13M
2
CS
2
Credit Suisse
Switzerland
$3.64M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.3M
5
RJA
5
Raymond James & Associates
Florida
$2.19M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
AssetMark Inc
2
AssetMark Inc
California
$17K
3
FSIM
3
F-Squared Investment Management
Massachusetts
$0
4
TFA
4
Transamerica Financial Advisors
Florida
$10K
5
PI
5
Placemark Investments
Illinois
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Fernwood Investment Management
Massachusetts
$1.92M -$144K -2,740 -7%
TRCT
27
Tower Research Capital (TRC)
New York
$1.91M +$1.8M +34,248 +1,671%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.81M +$1.81M +34,346 New
PI
29
Placemark Investments
Illinois
$1.75M -$33.2M -629,952 -95%
NPC
30
National Planning Corporation
California
$1.48M -$3.02M -56,858 -67%
EAM
31
Evanson Asset Management
California
$1.41M -$123K -2,338 -8%
NA
32
Navellier & Associates
Nevada
$1.36M +$412K +7,820 +44%
SI
33
SII Investments
Wisconsin
$1.24M -$562K -10,632 -31%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.16M +$351K +6,676 +44%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.11M -$623K -11,838 -36%
CA
36
Cetera Advisors
Colorado
$1.05M -$97.4K -1,858 -8%
Stifel Financial
37
Stifel Financial
Missouri
$1.05M -$4.42K -84 -0.4%
TH
38
Timber Hill
Connecticut
$1.04M +$1.04M +19,774 New
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$945K -$13.8K -262 -1%
PAG
40
Private Advisor Group
New Jersey
$881K +$311K +5,906 +55%
CIA
41
Capital Investment Advisors
Georgia
$861K -$28.3K -538 -3%
GLA
42
Great Lakes Advisors
Illinois
$858K +$3.05K +58 +0.4%
ASN
43
Advisory Services Network
Georgia
$808K -$356K -6,772 -31%
BOS
44
Bingham Osborn & Scarborough
California
$770K – – –
VKH
45
Virtu KCG Holdings
New York
$746K +$746K +14,170 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$678K -$736K -13,982 -52%
OC
47
Oppenheimer & Co
New York
$659K – – –
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$603K -$90.2K -1,708 -13%
MAS
49
Madden Advisory Services
Florida
$530K -$22.6K -430 -4%
FWIA
50
Fort Washington Investment Advisors
Ohio
$511K – – –
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