iShares US Utilities ETF
117 hedge funds and large institutions have $237M invested in iShares US Utilities ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
50% more capital invested
Capital invested by funds: $158M → $237M (+$78.7M)
20.47% more ownership
Funds ownership: 58.07% → 78.55% (+20%)
17% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 35
11% more funds holding
Funds holding: 105 → 117 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$44.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.59M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.67M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.72M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$2.88M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.46M |
| 3 |
SG Americas Securities
New York
|
-$1.53M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.08M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$773K |
IDU Hedge Fund Activity: Q4 2015 in Review
117 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2015, worth a combined $237M — up 50% from $158M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IDU positions and 9 closed out — a net gain of 13 holders — while 41 added to existing stakes and 35 trimmed.
The largest buyer was Bank of America, adding an estimated $44.3M. The largest seller was Timber Hill, cutting an estimated $2.88M.
- 117 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2015, up from 105 in Q3 2015.
- Funds reported $237M of iShares US Utilities ETF stock for Q4 2015, up 50% quarter-over-quarter.
- 22 funds opened new iShares US Utilities ETF positions in Q4 2015 and 9 closed out, a net change of +13 holders.
- The largest iShares US Utilities ETF buyer in Q4 2015 was Bank of America, an estimated $44.3M added.
- The largest iShares US Utilities ETF seller in Q4 2015 was Timber Hill, an estimated $2.88M sold.
Based on aggregated 13F filings for Q4 2015.