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iShares US Utilities ETF
IDU

Overview Fund Activity

131 hedge funds and large institutions have $279M invested in iShares US Utilities ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 26 closing their positions.

Holders
131
Holders Change
-9
Holders Change %
-6.43%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
33
Reduced
55
Closed
26
Calls
$972K
Puts
–
Net Calls
+$972K
Net Calls Change
-$1.54M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$26.9M
2
TRCT
2
Tower Research Capital (TRC)
New York
$3.88M
3
VEA
3
Virtus ETF Advisers
New York
$2.2M
4
AG
4
Advisor Group
Arizona
$1.36M
5
DWM
5
Destination Wealth Management
California
$31M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.3M
2
UCFA
2
United Capital Financial Advisors
Texas
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$13.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.15M -$368K -6,036 -15%
MIS
27
Morningstar Investment Services
Illinois
$2.1M +$154K +2,524 +8%
DY
28
Dowling & Yahnke
California
$2.05M -$50.6K -830 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.95M -$1.08M -17,712 -36%
TH
30
Timber Hill
Connecticut
$1.67M -$2.77M -45,534 -62%
HNB
31
Huntington National Bank
Ohio
$1.67M -$1.88M – –
MFS
32
MSI Financial Services
Massachusetts
$1.66M -$82.4K -1,352 -5%
CA
33
Cetera Advisors
Colorado
$1.59M -$63.2K -1,040 -4%
ICOA
34
Investment Centers of America
North Dakota
$1.57M +$225K +3,688 +17%
EAM
35
Evanson Asset Management
California
$1.47M -$283K -4,652 -16%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.41M -$334K -5,478 -19%
OWD
37
Osborn Williams & Donohoe
Ohio
$1.41M – – –
AG
38
Advisor Group
Arizona
$1.36M +$965K +15,844 +242%
GWM
39
Geneos Wealth Management
Colorado
$1.31M -$30.3K -498 -2%
FIM
40
Freedom Investment Management
Connecticut
$1.3M +$778K +12,778 +149%
TFF
41
The Family Firm
Maryland
$1.12M -$28.7K -472 -3%
PAG
42
Private Advisor Group
New Jersey
$1.02M +$185K +3,034 +22%
FAAS
43
First Allied Advisory Services
California
$988K +$60.4K +992 +7%
GLA
44
Great Lakes Advisors
Illinois
$977K +$15.3K +252 +2%
CIA
45
Capital Investment Advisors
Georgia
$870K -$34K -558 -4%
BOS
46
Bingham Osborn & Scarborough
California
$821K – – –
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$815K -$413K -6,776 -34%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$771K -$26.8K -440 -3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$767K -$15.5K -254 -2%
MCM
50
Murphy Capital Management
New Jersey
$707K +$134K +2,200 +23%
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