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iShares US Utilities ETF
IDU

Overview Fund Activity

121 hedge funds and large institutions have $278M invested in iShares US Utilities ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.03%
New
22
Increased
33
Reduced
45
Closed
26
Calls
$1.36M
Puts
$201K
Net Calls
+$1.16M
Net Calls Change
+$890K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.2M
2
Citigroup
2
Citigroup
New York
$4.33M
3
VAM
3
Visium Asset Management
New York
$2.36M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.55M
5
SWM
5
Strategic Wealth Management
Washington
$1.87M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
BTS
2
BB&T Securities
Virginia
$0
3
AssetMark Inc
3
AssetMark Inc
California
$118K
4
TFA
4
Transamerica Financial Advisors
Florida
$210K
5
PFS
5
Prospera Financial Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$1.91M +$537K +9,590 +39%
SWM
27
Strategic Wealth Management
Washington
$1.87M +$1.87M +33,510 New
FIM
28
Fernwood Investment Management
Massachusetts
$1.75M -$193K -3,456 -10%
EAM
29
Evanson Asset Management
California
$1.65M -$148K -2,640 -8%
TH
30
Timber Hill
Connecticut
$1.59M +$1.59M +28,388 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.54M -$336K -6,010 -18%
OWD
32
Osborn Williams & Donohoe
Ohio
$1.53M -$1.11M -19,910 -42%
Jane Street
33
Jane Street
New York
$1.5M -$2.04M -36,422 -58%
Citadel Advisors
34
Citadel Advisors
Florida
$1.41M +$1.41M +25,190 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.27M +$129K +2,300 +11%
TFF
36
The Family Firm
Maryland
$1.19M -$81.6K -1,460 -6%
CA
37
Cetera Advisors
Colorado
$1.15M +$42.3K +760 +4%
FAAS
38
First Allied Advisory Services
California
$1.06M -$380K -6,804 -26%
PAG
39
Private Advisor Group
New Jersey
$1.01M +$334K +5,970 +50%
FMWA
40
Forvis Mazars Wealth Advisors
Missouri
$961K -$29.7K -532 -3%
SI
41
SII Investments
Wisconsin
$931K +$288K +5,152 +45%
CIA
42
Capital Investment Advisors
Georgia
$908K +$5.59K +100 +0.6%
GLA
43
Great Lakes Advisors
Illinois
$899K -$12.5K -224 -1%
BOS
44
Bingham Osborn & Scarborough
California
$817K – – –
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$763K +$91.7K +1,644 +14%
ASN
46
Advisory Services Network
Georgia
$739K -$821K -14,442 -53%
VKH
47
Virtu KCG Holdings
New York
$728K +$728K +13,034 New
Northern Trust
48
Northern Trust
Illinois
$703K +$297K +5,314 +73%
OC
49
Oppenheimer & Co
New York
$677K -$22.3K -400 -3%
Credit Agricole
50
Credit Agricole
France
$669K +$669K +11,974 New
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