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iShares US Utilities ETF
IDU

Overview Fund Activity

101 hedge funds and large institutions have $194M invested in iShares US Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 23 closing their positions.

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
25
Increased
21
Reduced
39
Closed
23
Calls
$326K
Puts
$1.61M
Net Calls
-$1.28M
Net Calls Change
-$1.92M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$6.99M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.79M
3
VF
3
Virtu Financial
New York
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.74M
5
DWM
5
Destination Wealth Management
California
$16.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.04M
2
BTS
2
BB&T Securities
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$180K
4
UCFA
4
United Capital Financial Advisors
Texas
$255K
5
NA
5
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
51
Ifrah Financial Services
Arkansas
$351K +$351K +7,334 New
MCM
52
Murphy Capital Management
New Jersey
$348K +$9.53K +200 +3%
PAG
53
Private Advisor Group
New Jersey
$346K +$346K +7,224 New
MFS
54
MSI Financial Services
Massachusetts
$325K -$14.5K -302 -4%
NPC
55
National Planning Corporation
California
$321K +$80.9K +1,696 +34%
JIR
56
James Investment Research
Ohio
$290K +$97.9K +2,040 +51%
FMB
57
Field & Main Bank
Kentucky
$284K +$284K +5,926 New
NAM
58
NTV Asset Management
West Virginia
$270K – – –
Bank of New York Mellon
59
Bank of New York Mellon
New York
$268K -$11.4K -238 -4%
Verition Fund Management
60
Verition Fund Management
Connecticut
$263K +$263K +5,496 New
William Blair & Company
61
William Blair & Company
Illinois
$260K -$476K -9,944 -65%
UCFA
62
United Capital Financial Advisors
Texas
$255K -$52.9M -1,103,532 -100%
MBT
63
Monroe Bank & Trust
Michigan
$252K – – –
CAL
64
Capital Advisors Ltd
Ohio
$252K +$252K +5,250 New
HCMT
65
Highland Capital Management (Tennessee)
Tennessee
$251K +$575 +12 +0.2%
LWM
66
LBA Wealth Management
Florida
$233K +$233K +4,860 New
Truist Financial
67
Truist Financial
North Carolina
$232K – – –
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$226K -$14.3M -297,884 -98%
CB
69
Commerce Bank
Missouri
$216K -$19.2K -400 -8%
Citigroup
70
Citigroup
New York
$215K -$4.79M -99,936 -96%
NCM
71
Narwhal Capital Management
Georgia
$206K – – –
VWM
72
Valley Wealth Managers
New Jersey
$201K +$201K +4,200 New
OC
73
Oarsman Capital
Wisconsin
$200K +$200K +4,180 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$180K -$64.8M -1,354,894 -100%
GGPS
75
Gary Goldberg Planning Services
New York
$172K -$11.5K -240 -6%
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