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iShares US Utilities ETF

186 hedge funds and large institutions have $453M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

134.28% more ownership

Funds ownership: 37.23%171.51% (+134%)

52% more capital invested

Capital invested by funds: $299M → $453M (+$155M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 188186 (-2)

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
60
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.29M -$65.5K -808 -3%
HNB
27
Huntington National Bank
Ohio
$2.28M
CWM
28
Connecticut Wealth Management
Connecticut
$2.23M +$2.3M +28,400 New
Goldman Sachs
29
Goldman Sachs
New York
$2.05M
UCFA
30
United Capital Financial Advisors
Texas
$2.01M -$212K -2,620 -9%
DY
31
Dowling & Yahnke
California
$1.94M -$13K -160 -0.6%
TRCT
32
Tower Research Capital (TRC)
New York
$1.92M +$1.65M +20,347 +490%
IFG
33
Independent Financial Group
California
$1.82M -$383K -4,725 -17%
TFF
34
The Family Firm
Maryland
$1.79M +$20K +247 +1%
PAG
35
Private Advisor Group
New Jersey
$1.78M +$2.27K +28 +0.1%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.77M -$73K -900 -4%
KAS
37
Kestra Advisory Services
Texas
$1.74M -$165K -2,032 -8%
HIC
38
Holderness Investments Company
North Carolina
$1.57M +$3.24K +40 +0.2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.56M -$5.88M -72,510 -79%
NA
40
NewEdge Advisors
Louisiana
$1.52M -$85K -1,048 -5%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.33M -$184K -2,267 -12%
DAS
42
Dynamic Advisor Solutions
Arizona
$1.26M +$157K +1,938 +14%
FCFC
43
First Citizens Financial Corp
Iowa
$1.21M +$44.2K +545 +4%
GLA
44
Great Lakes Advisors
Illinois
$1.19M +$17.1K +211 +1%
BOS
45
Bingham Osborn & Scarborough
California
$1.06M
SB
46
Simmons Bank
Arkansas
$1.06M
SPC
47
Sigma Planning Corp
Michigan
$1.04M -$8.11K -100 -0.7%
BAM
48
Belpointe Asset Management
Nevada
$968K -$637K -7,854 -39%
Stifel Financial
49
Stifel Financial
Missouri
$923K +$704K +8,684 +282%
CA
50
Cetera Advisors
Colorado
$892K +$3.89K +48 +0.4%

IDU Hedge Fund Activity: Q2 2021 in Review

186 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2021, worth a combined $453M — up 52% from $299M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IDU and 15 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 60 added.

The largest buyer was Kelly Financial Services, adding an estimated $1.09B. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.88M.

  • 186 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $453M of iShares US Utilities ETF stock for Q2 2021, up 52% quarter-over-quarter.
  • 15 funds opened new iShares US Utilities ETF positions in Q2 2021 and 16 closed out, a net change of -1 holder.
  • The largest iShares US Utilities ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $1.09B added.
  • The largest iShares US Utilities ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2021.