We are live on ! Find out more
IDU icon

iShares US Utilities ETF
IDU

187 hedge funds and large institutions have $299M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

7% more funds holding

Funds holding: 175 → 187 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $308M → $299M (-$9.21M)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

41.59% less ownership

Funds ownership: 79.84% → 38.26% (-42%)

Holders
187
Holders Change
+12
Holders Change %
+6.86%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
44
Reduced
61
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.29M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.42M
3
FAIM
Financial Advocates Investment Management
Washington
+$1.3M
4
DWM
Destination Wealth Management
California
+$949K
5
TP
Tranquility Partners
Tennessee
+$907K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.91M
2
Goldman Sachs
Goldman Sachs
New York
-$3.89M
3
Morgan Stanley
Morgan Stanley
New York
-$3.73M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.73M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.33M +$323K +4,150 +16%
KAS
27
Kestra Advisory Services
Texas
$2.26M +$491K +6,298 +27%
IFG
28
Independent Financial Group
California
$2.22M +$24.3K +312 +1%
CWM
29
Connecticut Wealth Management
Connecticut
$2.2M – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$2.1M -$44.9K -576 -2%
AWM
31
AE Wealth Management
Kansas
$2.03M +$206K +2,638 +11%
DY
32
Dowling & Yahnke
California
$1.99M -$62.3K -800 -3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.85M +$84.1K +1,080 +5%
TRCT
34
Tower Research Capital (TRC)
New York
$1.85M +$1.42M +18,175 +321%
SS
35
Simplicity Solutions
Minnesota
$1.82M +$144K +1,852 +9%
PAG
36
Private Advisor Group
New Jersey
$1.76M +$31.6K +405 +2%
NA
37
NewEdge Advisors
Louisiana
$1.75M -$148K -1,901 -8%
TFF
38
The Family Firm
Maryland
$1.72M -$113K -1,452 -6%
UCFA
39
United Capital Financial Advisors
Texas
$1.63M – – –
HIC
40
Holderness Investments Company
North Carolina
$1.62M +$26.4K +339 +2%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.61M +$624K +8,007 +63%
SLWA
42
San Luis Wealth Advisors
California
$1.6M +$1.61M +20,665 New
HF
43
HRT Financial
New York
$1.2M -$2.66M -34,137 -69%
DAS
44
Dynamic Advisor Solutions
Arizona
$1.15M +$23.9K +307 +2%
GLA
45
Great Lakes Advisors
Illinois
$1.12M -$3.51K -45 -0.3%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.11M +$250K +3,212 +29%
SB
47
Simmons Bank
Arkansas
$1.08M -$6.23K -80 -0.6%
BOS
48
Bingham Osborn & Scarborough
California
$1.04M – – –
SPC
49
Sigma Planning Corp
Michigan
$995K -$2.35M -30,138 -70%
FCFC
50
First Citizens Financial Corp
Iowa
$988K +$17K +218 +2%
1
2
3 4 5

IDU Hedge Fund Activity: Q4 2020 in Review

187 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2020, worth a combined $299M — down 3% from $308M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IDU positions and 13 closed out — a net gain of 13 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.29M. The largest seller was Janney Montgomery Scott, cutting an estimated $8.91M.

  • 187 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $299M of iShares US Utilities ETF stock for Q4 2020, down 3% quarter-over-quarter.
  • 26 funds opened new iShares US Utilities ETF positions in Q4 2020 and 13 closed out, a net change of +13 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $3.29M added.
  • The largest iShares US Utilities ETF seller in Q4 2020 was Janney Montgomery Scott, an estimated $8.91M sold.

Based on aggregated 13F filings for Q4 2020.