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iShares US Utilities ETF
IDU

136 hedge funds and large institutions have $244M invested in iShares US Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $191M → $244M (+$53.2M)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

13.73% more ownership

Funds ownership: 65.88% → 79.61% (+14%)

1% less funds holding

Funds holding: 138 → 136 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
38
Closed
12
Calls
$992K
Puts
–
Net Calls
+$992K
Net Calls Change
-$50K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$28.4M
2
UCFA
United Capital Financial Advisors
Texas
+$8.44M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.82M
4
TRCT
Tower Research Capital (TRC)
New York
+$4.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.97M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.64M
2
VF
Virtu Financial
New York
-$1.47M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.34M
4
MGIA
Matthew Goff Investment Advisor
Texas
-$959K
5
CA
Cetera Advisors
Colorado
-$903K
Name Holding Trade Value Shares
Change 		Change in
Stake
DY
26
Dowling & Yahnke
California
$2.08M -$37.2K -552 -2%
HIC
27
Holderness Investments Company
North Carolina
$1.96M +$143K +2,120 +8%
TFF
28
The Family Firm
Maryland
$1.95M -$74K -1,096 -4%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.74M +$298K +4,414 +20%
HNB
30
Huntington National Bank
Ohio
$1.61M – – –
Stifel Financial
31
Stifel Financial
Missouri
$1.54M +$117K +1,734 +8%
EAM
32
Evanson Asset Management
California
$1.3M +$135 +2 +0%
PAG
33
Private Advisor Group
New Jersey
$1.28M +$785K +11,638 +155%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.27M -$74.4K -1,102 -6%
GLA
35
Great Lakes Advisors
Illinois
$1.15M +$5.4K +80 +0.5%
GWM
36
Geneos Wealth Management
Colorado
$1.02M -$22.9K -340 -2%
BAM
37
Belpointe Asset Management
Nevada
$979K +$703K +10,422 +249%
OWD
38
Osborn Williams & Donohoe
Ohio
$943K – – –
SIC
39
Sigma Investment Counselors
Michigan
$931K +$23.1K +342 +3%
BTS
40
BB&T Securities
Virginia
$925K +$63.7K +944 +7%
BOS
41
Bingham Osborn & Scarborough
California
$903K – – –
SB
42
Simmons Bank
Arkansas
$829K -$2.7K -40 -0.3%
CIA
43
Capital Investment Advisors
Georgia
$827K -$5.4K -80 -0.6%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$803K +$540 +8 +0.1%
FAAS
45
First Allied Advisory Services
California
$760K +$5.8K +86 +0.8%
MAS
46
Madden Advisory Services
Florida
$694K +$37K +548 +6%
MCM
47
Murphy Capital Management
New Jersey
$683K -$27K -400 -4%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$624K -$3.37K -50 -0.5%
NIC
49
Northwest Investment Counselors
Oregon
$573K +$12.8K +190 +2%
FMB
50
Field & Main Bank
Kentucky
$572K +$3.37K +50 +0.6%
1
2
3 4 5

IDU Hedge Fund Activity: Q3 2018 in Review

136 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2018, worth a combined $244M — up 28% from $191M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IDU and 10 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 44 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $28.4M. The largest seller was Jane Street, cutting an estimated $2.64M.

  • 136 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2018, down from 138 in Q2 2018.
  • Funds reported $244M of iShares US Utilities ETF stock for Q3 2018, up 28% quarter-over-quarter.
  • 10 funds opened new iShares US Utilities ETF positions in Q3 2018 and 12 closed out, a net change of -2 holders.
  • The largest iShares US Utilities ETF buyer in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $28.4M added.
  • The largest iShares US Utilities ETF seller in Q3 2018 was Jane Street, an estimated $2.64M sold.

Based on aggregated 13F filings for Q3 2018.