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iShares US Utilities ETF
IDU

151 hedge funds and large institutions have $286M 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.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $244M → $286M (+$41.2M)

11% more funds holding

Funds holding: 136 → 151 (+15)

1.31% less ownership

Funds ownership: 79.61% → 78.3% (-1.3%)

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
3.36%
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
JP Morgan Chase
JP Morgan Chase
New York
+$29.6M
2
GC
Grimes & Company
Massachusetts
+$13M
3
Wells Fargo
Wells Fargo
California
+$12.7M
4
Bank of America
Bank of America
North Carolina
+$4.12M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.44M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$28.2M
2
UCFA
United Capital Financial Advisors
Texas
-$8.23M
3
TRCT
Tower Research Capital (TRC)
New York
-$5.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
26
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.25M +$2.31M +33,582 New
OWA
27
Outlook Wealth Advisors
Texas
$2.25M +$231K +3,358 New
DY
28
Dowling & Yahnke
California
$2.18M -$4.13K -60 -0.2%
RJA
29
Raymond James & Associates
Florida
$2.09M -$773K -11,228 -27%
HIC
30
Holderness Investments Company
North Carolina
$1.99M +$29.7K +432 +1%
TFF
31
The Family Firm
Maryland
$1.86M -$86.8K -1,260 -4%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$1.71M +$1.75M +25,480 New
F
33
F3Logic
Minnesota
$1.67M +$1.71M +24,772 New
HNB
34
Huntington National Bank
Ohio
$1.65M – – –
TFA
35
Transamerica Financial Advisors
Florida
$1.54M +$1.58M +22,894 New
UCFA
36
United Capital Financial Advisors
Texas
$1.53M -$8.23M -119,552 -84%
GVAG
37
Great Valley Advisor Group
Delaware
$1.42M +$2.22M +32,184 New
CA
38
Cetera Advisors
Colorado
$1.42M +$1.12M +16,200 +323%
Stifel Financial
39
Stifel Financial
Missouri
$1.33M -$209K -3,036 -13%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.3M +$1.33M +19,310 New
PAG
41
Private Advisor Group
New Jersey
$1.29M +$6.75K +98 +0.5%
EAM
42
Evanson Asset Management
California
$1.29M -$9.64K -140 -0.7%
GLA
43
Great Lakes Advisors
Illinois
$1.19M +$36.9K +536 +3%
GWM
44
Geneos Wealth Management
Colorado
$1.01M -$1.93K -28 -0.2%
BTS
45
BB&T Securities
Virginia
$992K +$67.6K +982 +7%
BAM
46
Belpointe Asset Management
Nevada
$989K +$8.81K +128 +0.9%
BOS
47
Bingham Osborn & Scarborough
California
$904K – – –
OWD
48
Osborn Williams & Donohoe
Ohio
$877K -$68.9K -1,000 -7%
SB
49
Simmons Bank
Arkansas
$846K +$16.1K +234 +2%
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
$787K -$17.4K -252 -2%
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IDU Hedge Fund Activity: Q4 2018 in Review

151 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2018, worth a combined $286M — up 17% from $244M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IDU positions and 13 closed out — a net gain of 17 holders — while 48 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $29.6M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $28.2M sold.

  • 151 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2018, up from 136 in Q3 2018.
  • Funds reported $286M of iShares US Utilities ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 30 funds opened new iShares US Utilities ETF positions in Q4 2018 and 13 closed out, a net change of +17 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $29.6M added.
  • The largest iShares US Utilities ETF seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2018.