iShares US Utilities ETF
129 hedge funds and large institutions have $877M invested in iShares US Utilities ETF in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 9 closing their positions.
500% more funds holding in top 10
Funds holding in top 10: 1 → 6 (+5)
322% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 9
212% more capital invested
Capital invested by funds: $281M → $877M (+$596M)
132.28% more ownership
Funds ownership: 83.58% → 215.86% (+132%)
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
26% more funds holding
Funds holding: 102 → 129 (+27)
19% more call options, than puts
Call options by funds: $1.69M | Put options by funds: $1.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$158M |
| 2 |
AssetMark Inc
Concord,
California
|
+$87.1M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$81.7M |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
+$36.8M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$31.9M |
| 2 |
VF
Virtu Financial
New York
|
-$2.52M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$1.33M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.31M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.05M |
IDU Hedge Fund Activity: Q4 2014 in Review
129 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2014, worth a combined $877M — up 212% from $281M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IDU positions and 9 closed out — a net gain of 29 holders — while 46 added to existing stakes and 26 trimmed.
The largest buyer was F-Squared Investment Management, opening a new position worth an estimated $158M. The largest seller was Goldman Sachs, cutting an estimated $31.9M.
- 129 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2014, up from 102 in Q3 2014.
- Funds reported $877M of iShares US Utilities ETF stock for Q4 2014, up 212% quarter-over-quarter.
- 38 funds opened new iShares US Utilities ETF positions in Q4 2014 and 9 closed out, a net change of +29 holders.
- The largest iShares US Utilities ETF buyer in Q4 2014 was F-Squared Investment Management, an estimated $158M added.
- The largest iShares US Utilities ETF seller in Q4 2014 was Goldman Sachs, an estimated $31.9M sold.
Based on aggregated 13F filings for Q4 2014.