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iShares US Utilities ETF
IDU

Overview Fund Activity

98 hedge funds and large institutions have $253M invested in iShares US Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
34
Reduced
32
Closed
16
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
QA
2
Quantitative Advantage
Minnesota
$12.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.53M
4
Bank of America
4
Bank of America
North Carolina
$18M
5
Citigroup
5
Citigroup
New York
$5.45M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
VF
3
Virtu Financial
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.91M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
51
Bank of Nova Scotia
Ontario, Canada
$462K +$462K +8,870 New
SHA
52
Smith Hayes Advisers
Nebraska
$448K -$10.4K -200 -2%
SI
53
SII Investments
Wisconsin
$380K +$380K +7,818 New
IFS
54
Ifrah Financial Services
Arkansas
$376K -$5.62K -108 -1%
MFS
55
MSI Financial Services
Massachusetts
$330K -$23.3K -448 -7%
MCM
56
Murphy Capital Management
New Jersey
$328K -$52.1K -1,000 -14%
NAM
57
NTV Asset Management
West Virginia
$293K – – –
FMB
58
Field & Main Bank
Kentucky
$277K -$31.2K -600 -10%
HCMT
59
Highland Capital Management (Tennessee)
Tennessee
$277K +$3.96K +76 +1%
CAL
60
Capital Advisors Ltd
Ohio
$276K +$2.5K +48 +0.9%
MBT
61
Monroe Bank & Trust
Michigan
$269K -$5.21K -100 -2%
NES
62
New England Securities
New York
$267K +$102K +1,958 +62%
LWM
63
LBA Wealth Management
Florida
$253K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$240K -$273K -5,240 -53%
CB
65
Commerce Bank
Missouri
$229K -$5.21K -100 -2%
US Bancorp
66
US Bancorp
Minnesota
$227K +$63.5K +1,220 +39%
NCM
67
Narwhal Capital Management
Georgia
$219K -$5.21K -100 -2%
VWM
68
Valley Wealth Managers
New Jersey
$219K – – –
OC
69
Oarsman Capital
Wisconsin
$218K – – –
SIC
70
Sigma Investment Counselors
Michigan
$215K +$215K +4,120 New
JIR
71
James Investment Research
Ohio
$208K -$106K -2,040 -34%
SFSIG
72
San Francisco Sentry Investment Group
California
$194K +$22.4K +430 +13%
BRWA
73
B. Riley Wealth Advisors
Florida
$153K +$104 +2 +0.1%
PAS
74
Partnervest Advisory Services
California
$145K – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$141K -$337K -6,462 -71%
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