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iShares US Utilities ETF
IDU

Overview Fund Activity

136 hedge funds and large institutions have $545M invested in iShares US Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
23
Increased
47
Reduced
38
Closed
17
Calls
$1.77M
Puts
$486K
Net Calls
+$1.29M
Net Calls Change
-$423K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17M
2
DWM
2
Destination Wealth Management
California
$30.6M
3
NA
3
Navellier & Associates
Nevada
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
FIG
5
FundX Investment Group
California
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.6M
2
AssetMark Inc
2
AssetMark Inc
California
$64.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.83M
4
CS
4
Credit Suisse
Switzerland
$6.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$3.11M +$54.7K +834 +2%
MWM
27
MinichMacGregor Wealth Management
New York
$2.99M +$21.5K +328 +0.7%
Ameriprise
28
Ameriprise
Minnesota
$2.94M -$59.7K -904 -2%
AG
29
Advisor Group
Arizona
$2.88M +$2.88M +43,988 New
BTS
30
BB&T Securities
Virginia
$2.85M +$2.85M +43,418 New
CFS
31
Commonwealth Financial Services
West Virginia
$2.66M +$2.53M +38,476 +1,837%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.57M -$1.63M -24,822 -39%
TH
33
Timber Hill
Connecticut
$2.43M +$2.43M +37,088 New
DY
34
Dowling & Yahnke
California
$2.28M -$80.1K -1,220 -3%
HNB
35
Huntington National Bank
Ohio
$2.09M -$638K – –
MIS
36
Morningstar Investment Services
Illinois
$2.04M +$113K +1,728 +6%
OC
37
Oppenheimer & Co
New York
$2.03M +$133K +2,030 +7%
EAM
38
Evanson Asset Management
California
$1.94M – – –
MFS
39
MSI Financial Services
Massachusetts
$1.92M +$341K +5,202 +22%
NPC
40
National Planning Corporation
California
$1.91M -$390K -6,036 -17%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.91M +$116K +1,770 +6%
CA
42
Cetera Advisors
Colorado
$1.78M +$152K +2,306 +9%
BFA
43
Beaumont Financial Advisors
Massachusetts
$1.77M +$1.77M +26,890 New
OWD
44
Osborn Williams & Donohoe
Ohio
$1.69M – – –
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.59M +$1.55M +23,578 +3,457%
ICOA
46
Investment Centers of America
North Dakota
$1.54M -$212K -3,230 -12%
GWM
47
Geneos Wealth Management
Colorado
$1.51M +$68.2K +1,040 +5%
TFF
48
The Family Firm
Maryland
$1.35M -$71.3K -1,086 -5%
FIM
49
Fernwood Investment Management
Massachusetts
$1.29M -$374K -5,700 -22%
GLA
50
Great Lakes Advisors
Illinois
$1.08M -$23K -350 -2%
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