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iShares US Utilities ETF
IDU

Overview Fund Activity

135 hedge funds and large institutions have $185M invested in iShares US Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 22 closing their positions.

Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
48
Closed
22
Calls
$688K
Puts
$433K
Net Calls
+$255K
Net Calls Change
-$452K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$8.17M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.19M
3
DWM
3
Destination Wealth Management
California
$36M
4
Citadel Advisors
4
Citadel Advisors
Florida
$860K
5
TFF
5
The Family Firm
Maryland
$1.68M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.44M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Bank of America
4
Bank of America
North Carolina
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.37M -$890K -13,974 -39%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.23M -$594K -9,320 -33%
EAM
28
Evanson Asset Management
California
$1.23M -$307K -4,812 -20%
OWD
29
Osborn Williams & Donohoe
Ohio
$1.2M – – –
CA
30
Cetera Advisors
Colorado
$1.15M -$180K -2,810 -14%
UCFA
31
United Capital Financial Advisors
Texas
$1.13M -$11.8M -185,228 -91%
GWM
32
Geneos Wealth Management
Colorado
$1.12M -$88.2K -1,384 -7%
GLA
33
Great Lakes Advisors
Illinois
$1.09M -$382 -6 -0%
Citadel Advisors
34
Citadel Advisors
Florida
$860K +$860K +13,500 New
BOS
35
Bingham Osborn & Scarborough
California
$859K – – –
PAG
36
Private Advisor Group
New Jersey
$857K +$267K +4,188 +45%
SIC
37
Sigma Investment Counselors
Michigan
$826K +$59.5K +934 +8%
CIA
38
Capital Investment Advisors
Georgia
$821K -$107K -1,684 -12%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$804K – – –
SB
40
Simmons Bank
Arkansas
$800K -$19.1K -300 -2%
BTS
41
BB&T Securities
Virginia
$786K +$70.4K +1,106 +10%
FAAS
42
First Allied Advisory Services
California
$771K +$252K +3,980 +49%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$763K +$382 +6 +0.1%
MCM
44
Murphy Capital Management
New Jersey
$708K – – –
IA
45
IFP Advisors
Florida
$619K – – –
CWS
46
Cypress Wealth Services
California
$579K – – –
GC
47
Grimes & Company
Massachusetts
$569K +$569K +8,932 New
MAS
48
Madden Advisory Services
Florida
$529K +$75.4K +1,186 +17%
DADC
49
D.A. Davidson & Co
Montana
$524K -$67K -1,052 -11%
NFG
50
Next Financial Group
Texas
$518K +$518K +8,136 New
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