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iShares US Utilities ETF
IDU

Overview Fund Activity

150 hedge funds and large institutions have $283M invested in iShares US Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
150
Holders Change
+15
Holders Change %
+11.11%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
30
Increased
48
Reduced
28
Closed
13
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
-$509K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$34.5M
2
GC
2
Grimes & Company
Massachusetts
$12.7M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
Bank of America
4
Bank of America
North Carolina
$14.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.62M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$1.53M
3
TRCT
3
Tower Research Capital (TRC)
New York
$15K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.87M
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
26
Outlook Wealth Advisors
Texas
$2.25M 1,679 +1,679 New
DY
27
Dowling & Yahnke
California
$2.18M 15,518 -30 -0.2%
RJA
28
Raymond James & Associates
Florida
$2.09M 15,565 -5,614 -27%
HIC
29
Holderness Investments Company
North Carolina
$1.99M 14,795 +216 +1%
TFF
30
The Family Firm
Maryland
$1.86M 13,869 -630 -4%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$1.71M 12,740 +12,740 New
F
32
F3Logic
Minnesota
$1.67M 12,386 +12,386 New
HNB
33
Huntington National Bank
Ohio
– – – –
TFA
34
Transamerica Financial Advisors
Florida
$1.54M 11,447 +11,447 New
UCFA
35
United Capital Financial Advisors
Texas
$1.53M 11,415 -59,776 -84%
GVAG
36
Great Valley Advisor Group
Delaware
$1.42M 16,092 +16,092 New
CA
37
Cetera Advisors
Colorado
$1.42M 10,609 +8,100 +323%
Stifel Financial
38
Stifel Financial
Missouri
$1.33M 9,962 -1,518 -13%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.3M 9,655 +9,655 New
PAG
40
Private Advisor Group
New Jersey
$1.29M 9,626 +49 +0.5%
EAM
41
Evanson Asset Management
California
$1.29M 9,600 -70 -0.7%
GLA
42
Great Lakes Advisors
Illinois
$1.19M 8,859 +268 +3%
GWM
43
Geneos Wealth Management
Colorado
$1.02M 7,591 -14 -0.2%
BTS
44
BB&T Securities
Virginia
$992K 7,394 +491 +7%
BAM
45
Belpointe Asset Management
Nevada
$989K 7,369 +64 +0.9%
BOS
46
Bingham Osborn & Scarborough
California
$904K 6,736 – –
OWD
47
Osborn Williams & Donohoe
Ohio
$877K 6,534 -500 -7%
SB
48
Simmons Bank
Arkansas
$846K 6,305 +117 +2%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$787K 5,863 -126 -2%
CIA
50
Capital Investment Advisors
Georgia
$775K 5,775 -395 -6%
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