iShares US Utilities ETF
198 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
9% more capital invested
Capital invested by funds: $291M → $317M (+$25.6M)
8% more funds holding
Funds holding: 183 → 198 (+15)
2% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 53
0.54% less ownership
Funds ownership: 36.54% → 36.01% (-0.54%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$9.22M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$4.06M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.09M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$14.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.93M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.09M |
| 4 |
BCV
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
-$868K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$851K |
IDU Hedge Fund Activity: Q4 2021 in Review
198 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2021, worth a combined $317M — up 8.8% from $291M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IDU positions and 19 closed out — a net gain of 18 holders — while 54 added to existing stakes and 53 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $9.22M. The largest seller was Kelly Financial Services, cutting an estimated $14.3M.
- 198 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2021, up from 183 in Q3 2021.
- Funds reported $317M of iShares US Utilities ETF stock for Q4 2021, up 8.8% quarter-over-quarter.
- 37 funds opened new iShares US Utilities ETF positions in Q4 2021 and 19 closed out, a net change of +18 holders.
- The largest iShares US Utilities ETF buyer in Q4 2021 was LBMC Investment Advisors, an estimated $9.22M added.
- The largest iShares US Utilities ETF seller in Q4 2021 was Kelly Financial Services, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2021.