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iShares US Utilities ETF
IDU

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
41
Reduced
35
Closed
9
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$292K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$57.6M
2
LPL Financial
2
LPL Financial
California
$14.8M
3
CS
3
Credit Suisse
Switzerland
$7.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.33M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.19M

Top Sellers

1
TH
1
Timber Hill
Connecticut
$910K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$936K
3
HNB
3
Huntington National Bank
Ohio
$1.55M
4
SG Americas Securities
4
SG Americas Securities
New York
$198K
5
UBS Group
5
UBS Group
Switzerland
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.8M +$127K +2,362 +8%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$1.71M +$1.6M +29,726 +1,574%
VF
28
Virtu Financial
New York
$1.66M +$559K +10,362 +51%
KM
29
Kalos Management
Georgia
$1.63M +$1.63M +29,856 New
EAM
30
Evanson Asset Management
California
$1.59M +$108 +2 +0%
HNB
31
Huntington National Bank
Ohio
$1.55M -$1.54M – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$1.54M +$1.54M +28,518 +54,842%
FIM
33
Fernwood Investment Management
Massachusetts
$1.53M -$62.6K -1,160 -4%
OWD
34
Osborn Williams & Donohoe
Ohio
$1.39M -$13.5K -250 -1%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.34M -$30.8K -570 -2%
CA
36
Cetera Advisors
Colorado
$1.29M +$54.8K +1,014 +4%
ICOA
37
Investment Centers of America
North Dakota
$1.18M +$5.48K +102 +0.5%
NPC
38
National Planning Corporation
California
$1.18M -$88.4K -1,526 -7%
TFF
39
The Family Firm
Maryland
$1.15M +$6.47K +120 +0.6%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$936K -$2.44M -45,368 -72%
GLA
41
Great Lakes Advisors
Illinois
$928K +$4.1K +76 +0.4%
TH
42
Timber Hill
Connecticut
$910K -$2.87M -53,158 -76%
SI
43
SII Investments
Wisconsin
$910K -$14.3K -264 -2%
VFA
44
Voya Financial Advisors
Connecticut
$902K +$902K +16,540 New
CIA
45
Capital Investment Advisors
Georgia
$837K -$13.9K -258 -2%
PFM
46
Premier Fund Managers
United Kingdom
$809K +$809K +15,000 New
MFS
47
MSI Financial Services
Massachusetts
$792K +$364K +6,742 +85%
BOS
48
Bingham Osborn & Scarborough
California
$789K – – –
TSS
49
Two Sigma Securities
New York
$783K +$783K +14,522 New
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
$774K -$40.4K -750 -5%
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