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iShares US Utilities ETF
IDU

138 hedge funds and large institutions have $191M invested in iShares US Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5.2% more ownership

Funds ownership: 60.68% → 65.88% (+5.2%)

1% more funds holding

Funds holding: 136 → 138 (+2)

2% more capital invested

Capital invested by funds: $188M → $191M (+$3.65M)

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
27
Reduced
49
Closed
11
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
+$787K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$6.39M
2
Jane Street
Jane Street
New York
+$4.77M
3
CWM
Cornerstone Wealth Management
Missouri
+$1.95M
4
VF
Virtu Financial
New York
+$1.42M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.32M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.2M
3
RJA
Raymond James & Associates
Florida
-$1.61M
4
Bank of America
Bank of America
North Carolina
-$1.53M
5
GC
Grimes & Company
Massachusetts
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$1.47M +$1.42M +22,228 New
Stifel Financial
27
Stifel Financial
Missouri
$1.41M -$448K -7,022 -25%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.37M – – –
TRCT
29
Tower Research Capital (TRC)
New York
$1.37M +$1.32M +20,714 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.32M +$43.2K +676 +3%
EAM
31
Evanson Asset Management
California
$1.28M – – –
CA
32
Cetera Advisors
Colorado
$1.22M +$27.5K +430 +2%
UCFA
33
United Capital Financial Advisors
Texas
$1.14M -$28K -438 -2%
GLA
34
Great Lakes Advisors
Illinois
$1.13M +$2.55K +40 +0.2%
GWM
35
Geneos Wealth Management
Colorado
$1.02M -$133K -2,076 -12%
Citadel Advisors
36
Citadel Advisors
Florida
$979K +$85.7K +1,342 +10%
MGIA
37
Matthew Goff Investment Advisor
Texas
$959K +$687K +10,760 New
OWD
38
Osborn Williams & Donohoe
Ohio
$928K -$300K -4,700 -25%
SIC
39
Sigma Investment Counselors
Michigan
$894K +$37K +580 +4%
BOS
40
Bingham Osborn & Scarborough
California
$889K – – –
BTS
41
BB&T Securities
Virginia
$848K +$33.3K +522 +4%
CIA
42
Capital Investment Advisors
Georgia
$819K -$30K -470 -4%
SB
43
Simmons Bank
Arkansas
$819K -$8.3K -130 -1%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$790K – – –
FAAS
45
First Allied Advisory Services
California
$745K -$57.1K -894 -7%
MCM
46
Murphy Capital Management
New Jersey
$698K -$33.8K -530 -5%
MAS
47
Madden Advisory Services
Florida
$647K +$95.4K +1,494 +18%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$618K -$208K -3,264 -26%
FMB
49
Field & Main Bank
Kentucky
$569K +$84.3K +1,320 +18%
NIC
50
Northwest Investment Counselors
Oregon
$551K +$26.8K +420 +5%
1
2
3 4 5

IDU Hedge Fund Activity: Q2 2018 in Review

138 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2018, worth a combined $191M — up 1.9% from $188M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IDU positions and 11 closed out — a net gain of 2 holders — while 27 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.39M. The largest seller was Goldman Sachs, cutting an estimated $6.38M.

  • 138 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2018, up from 136 in Q1 2018.
  • Funds reported $191M of iShares US Utilities ETF stock for Q2 2018, up 1.9% quarter-over-quarter.
  • 13 funds opened new iShares US Utilities ETF positions in Q2 2018 and 11 closed out, a net change of +2 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $6.39M added.
  • The largest iShares US Utilities ETF seller in Q2 2018 was Goldman Sachs, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2018.