iShares US Utilities ETF
184 hedge funds and large institutions have $313M invested in iShares US Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 69 reducing their positions, and 25 closing their positions.
4% less funds holding
Funds holding: 191 → 184 (-7)
5.82% less ownership
Funds ownership: 88.45% → 82.63% (-5.8%)
16% less capital invested
Capital invested by funds: $374M → $313M (-$60.4M)
20% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 25
43% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 69
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.43M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$6.38M |
| 3 |
Goldman Sachs
New York
|
+$4.33M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$2.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.4M |
| 3 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$11.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.14M |
| 5 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$6.96M |
IDU Hedge Fund Activity: Q2 2020 in Review
184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2020, worth a combined $313M — down 16% from $374M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IDU and 20 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 39 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.43M. The largest seller was Morgan Stanley, cutting an estimated $13.1M.
- 184 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2020, down from 191 in Q1 2020.
- Funds reported $313M of iShares US Utilities ETF stock for Q2 2020, down 16% quarter-over-quarter.
- 20 funds opened new iShares US Utilities ETF positions in Q2 2020 and 25 closed out, a net change of -5 holders.
- The largest iShares US Utilities ETF buyer in Q2 2020 was Citadel Advisors, an estimated $6.43M added.
- The largest iShares US Utilities ETF seller in Q2 2020 was Morgan Stanley, an estimated $13.1M sold.
Based on aggregated 13F filings for Q2 2020.