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iShares US Utilities ETF
IDU

Overview Fund Activity

164 hedge funds and large institutions have $395M invested in iShares US Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
47
Reduced
48
Closed
15
Calls
$1.39M
Puts
$261K
Net Calls
+$1.13M
Net Calls Change
+$767K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.25M
2
KFS
2
Kelly Financial Services
Massachusetts
$10.2M
3
IMC Chicago
3
IMC Chicago
Illinois
$4.5M
4
Bank of America
4
Bank of America
North Carolina
$45.5M
5
LPL Financial
5
LPL Financial
California
$19.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
SBH
2
Segall Bryant & Hamill
Illinois
$0
3
AG
3
Advisor Group
Arizona
$6.03M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
26
Everett Harris & Co
California
$2.82M -$32.6K -400 -1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.69M -$1.9M -23,294 -41%
IA
28
IFP Advisors
Florida
$2.64M +$2.64M +32,376 New
AWM
29
AE Wealth Management
Kansas
$2.6M +$2.3M +28,260 +772%
SS
30
Simplicity Solutions
Minnesota
$2.55M +$2.3M +28,260 +915%
HIC
31
Holderness Investments Company
North Carolina
$2.49M +$52.9K +650 +2%
DY
32
Dowling & Yahnke
California
$2.39M -$33.4K -410 -1%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.33M -$403K -4,948 -15%
CWM
34
Connecticut Wealth Management
Connecticut
$2.31M – – –
RJA
35
Raymond James & Associates
Florida
$2.31M -$380K -4,672 -14%
CA
36
Cetera Advisors
Colorado
$2.16M +$215K +2,640 +11%
HNB
37
Huntington National Bank
Ohio
$2.08M -$1.93M – –
TFF
38
The Family Firm
Maryland
$2.06M -$61.9K -760 -3%
PFA
39
Pinnacle Family Advisors
Missouri
$2.05M -$234K -2,870 -10%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$2.03M +$19.4K +238 +1%
NA
41
NewEdge Advisors
Louisiana
$1.94M +$114K +1,404 +6%
SCP
42
Syntal Capital Partners
Texas
$1.93M – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.86M -$1.45M -17,816 -44%
KM
44
Kalos Management
Georgia
$1.83M +$47.2K +580 +3%
OWD
45
Osborn Williams & Donohoe
Ohio
$1.82M – – –
PAG
46
Private Advisor Group
New Jersey
$1.59M -$4.89K -60 -0.3%
EAM
47
Evanson Asset Management
California
$1.58M -$6.51K -80 -0.4%
UCFA
48
United Capital Financial Advisors
Texas
$1.56M -$116K -1,420 -7%
FHC
49
First Heartland Consultants
Missouri
$1.53M -$56.2K -690 -4%
WPSG
50
Wealth & Pension Services Group
Georgia
$1.41M +$1.01M +12,430 +254%
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