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iShares US Utilities ETF
IDU

224 hedge funds and large institutions have $427M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

7% more funds holding

Funds holding: 210 → 224 (+14)

6% more capital invested

Capital invested by funds: $404M → $427M (+$22.8M)

1.2% more ownership

Funds ownership: 41.83% → 43.03% (+1.2%)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
70
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.98M
2
TC
TAP Consulting
Missouri
+$6.11M
3
Morgan Stanley
Morgan Stanley
New York
+$5.6M
4
FTS
Fifth Third Securities
Ohio
+$4.03M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.32M

Top Sellers

1
DWM
Destination Wealth Management
California
-$2.85M
2
BCM
Brookstone Capital Management
Illinois
-$2.33M
3
KAS
Kestra Advisory Services
Texas
-$1.26M
4
SLWA
San Luis Wealth Advisors
California
-$889K
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
26
Kesler Norman & Wride
Utah
$2.94M +$3.04M +34,392 New
EL
27
Essex LLC
Illinois
$2.9M -$79.1K -895 -3%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$2.81M -$52.1K -590 -2%
Jane Street
29
Jane Street
New York
$2.68M +$2.76M +31,267 New
IFG
30
Independent Financial Group
California
$2.65M +$718K +8,121 +36%
Citadel Advisors
31
Citadel Advisors
Florida
$2.49M +$2.3M +26,061 +854%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.49M -$3K -34 -0.1%
CWM
33
Connecticut Wealth Management
Connecticut
$2.43M – – –
HNB
34
Huntington National Bank
Ohio
$2.39M – – –
Stifel Financial
35
Stifel Financial
Missouri
$2.18M -$55.4K -627 -2%
UCFA
36
United Capital Financial Advisors
Texas
$2.15M -$7.07K -80 -0.3%
EHC
37
Everett Harris & Co
California
$2.1M -$530K -6,000 -20%
DY
38
Dowling & Yahnke
California
$2.07M -$3.98K -45 -0.2%
SPIA
39
Steward Partners Investment Advisory
New York
$2.07M -$48.2K -545 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.96M -$516K -5,836 -20%
TFF
41
The Family Firm
Maryland
$1.87M +$9.81K +111 +0.5%
NA
42
NewEdge Advisors
Louisiana
$1.85M +$116K +1,311 +6%
PAG
43
Private Advisor Group
New Jersey
$1.83M +$8.93K +101 +0.5%
CA
44
Cetera Advisors
Colorado
$1.82M -$64.4K -729 -3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.72M -$13.7K -155 -0.8%
AWS
46
Atria Wealth Solutions
New York
$1.62M +$562K +6,359 +51%
SI
47
Stephens Inc
Arkansas
$1.59M +$66.5K +753 +4%
HIC
48
Holderness Investments Company
North Carolina
$1.54M +$1.33K +15 +0.1%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.52M +$4.77K +54 +0.3%
FCFC
50
First Citizens Financial Corp
Iowa
$1.45M -$23.8K -269 -2%
1
2
3 4 5

IDU Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2022, worth a combined $427M — up 5.6% from $404M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDU positions and 13 closed out — a net gain of 14 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $7.98M. The largest seller was Destination Wealth Management, cutting an estimated $2.85M.

  • 224 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2022, up from 210 in Q1 2022.
  • Funds reported $427M of iShares US Utilities ETF stock for Q2 2022, up 5.6% quarter-over-quarter.
  • 27 funds opened new iShares US Utilities ETF positions in Q2 2022 and 13 closed out, a net change of +14 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $7.98M added.
  • The largest iShares US Utilities ETF seller in Q2 2022 was Destination Wealth Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2022.