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iShares US Utilities ETF
IDU

Overview Fund Activity

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.

Holders
129
Holders Change
+27
Holders Change %
+26.47%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.16%
New
38
Increased
46
Reduced
26
Closed
9
Calls
$1.69M
Puts
$1.42M
Net Calls
+$272K
Net Calls Change
+$62K

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
AssetMark Inc
2
AssetMark Inc
California
$90.8M
3
BTS
3
BB&T Securities
Virginia
$87.1M
4
TFA
4
Transamerica Financial Advisors
Florida
$85.2M
5
PI
5
Placemark Investments
Illinois
$40.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.68M
2
HNB
2
Huntington National Bank
Ohio
$568K
3
VF
3
Virtu Financial
New York
$0
4
ICOA
4
Investment Centers of America
North Dakota
$1.45M
5
FAAS
5
First Allied Advisory Services
California
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$1.18M -$10.2K -172 -0.9%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$1.05M -$13.8K -234 -1%
FA
53
FDx Advisors
Illinois
$977K +$977K +16,528 New
GLA
54
Great Lakes Advisors
Illinois
$964K +$591 +10 +0.1%
CIA
55
Capital Investment Advisors
Georgia
$955K -$12.3K -208 -1%
BOS
56
Bingham Osborn & Scarborough
California
$865K – – –
OC
57
Oppenheimer & Co
New York
$740K – – –
Bank of Nova Scotia
58
Bank of Nova Scotia
Ontario, Canada
$733K +$37K +608 +5%
PAG
59
Private Advisor Group
New Jersey
$710K -$279K -4,724 -28%
SI
60
SII Investments
Wisconsin
$683K -$708K -11,938 -51%
CWM
61
Concert Wealth Management
California
$623K +$623K +10,566 New
CC
62
Columbia Capital
California
$620K +$620K +10,500 New
SHA
63
Smith Hayes Advisers
Nebraska
$597K +$35.5K +600 +6%
FWIA
64
Fort Washington Investment Advisors
Ohio
$575K – – –
HNB
65
Huntington National Bank
Ohio
$568K -$5.88M – –
FHC
66
First Heartland Consultants
Missouri
$561K +$32.4K +548 +6%
SIC
67
Sigma Investment Counselors
Michigan
$501K +$119K +2,020 +31%
MCM
68
Murphy Capital Management
New Jersey
$487K +$64.9K +1,100 +15%
MAS
69
Madden Advisory Services
Florida
$458K -$138K -2,328 -23%
CAN
70
Cetera Advisor Networks
California
$457K +$457K +7,724 New
IFS
71
Ifrah Financial Services
Arkansas
$442K -$31.6K -534 -7%
Northern Trust
72
Northern Trust
Illinois
$430K +$42.4K +716 +11%
MFS
73
MSI Financial Services
Massachusetts
$416K +$164K +2,770 +65%
Creative Planning
74
Creative Planning
Kansas
$413K +$118K +2,000 +40%
CAL
75
Capital Advisors Ltd
Ohio
$389K +$10.3K +174 +3%
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