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iShares US Utilities ETF
IDU

Overview Fund Activity

131 hedge funds and large institutions have $449M invested in iShares US Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
48
Reduced
27
Closed
19
Calls
$1.94M
Puts
$235K
Net Calls
+$1.71M
Net Calls Change
+$1.07M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$71.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.3M
4
LPL Financial
4
LPL Financial
California
$35.8M
5
UCFA
5
United Capital Financial Advisors
Texas
$23M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$146K
5
HNB
5
Huntington National Bank
Ohio
$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
26
Dowling & Yahnke
California
$2.23M -$66.8K -1,080 -3%
NPC
27
National Planning Corporation
California
$2.17M +$929K +15,196 +75%
EAM
28
Evanson Asset Management
California
$1.82M +$247 +4 +0%
MIS
29
Morningstar Investment Services
Illinois
$1.82M +$1.82M +29,440 New
OC
30
Oppenheimer & Co
New York
$1.79M +$1.27M +20,602 +247%
AIG
31
American International Group
New York
$1.78M +$1.68M +27,218 +1,703%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.69M +$146K +2,360 +9%
ICOA
33
Investment Centers of America
North Dakota
$1.65M +$284K +4,594 +21%
KM
34
Kalos Management
Georgia
$1.63M +$18.9K +350 +1%
OWD
35
Osborn Williams & Donohoe
Ohio
$1.59M – – –
FIM
36
Fernwood Investment Management
Massachusetts
$1.57M -$185K -3,000 -11%
CA
37
Cetera Advisors
Colorado
$1.53M +$61K +988 +4%
MFS
38
MSI Financial Services
Massachusetts
$1.49M +$579K +9,358 +64%
Stifel Financial
39
Stifel Financial
Missouri
$1.39M +$1.39M +22,550 New
GWM
40
Geneos Wealth Management
Colorado
$1.36M +$1.36M +21,950 New
TFF
41
The Family Firm
Maryland
$1.34M +$21.6K +350 +2%
ASN
42
Advisory Services Network
Georgia
$1.08M +$840K +13,582 +353%
Jane Street
43
Jane Street
New York
$1.05M -$1.52M -24,632 -59%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.04M +$265K +4,284 +34%
GLA
45
Great Lakes Advisors
Illinois
$1.04M -$26.7K -432 -3%
SI
46
SII Investments
Wisconsin
$1.03M -$3.21K -52 -0.3%
TRCT
47
Tower Research Capital (TRC)
New York
$997K -$1.29M -20,904 -56%
CC
48
Cedar Capital
Illinois
$986K +$986K +15,952 New
CIA
49
Capital Investment Advisors
Georgia
$955K -$3.96K -64 -0.4%
FAAS
50
First Allied Advisory Services
California
$935K +$320K +5,182 +52%
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