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iShares US Utilities ETF
IDU

Overview Fund Activity

136 hedge funds and large institutions have $545M invested in iShares US Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
23
Increased
47
Reduced
38
Closed
17
Calls
$1.77M
Puts
$486K
Net Calls
+$1.29M
Net Calls Change
-$423K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17M
2
DWM
2
Destination Wealth Management
California
$30.6M
3
NA
3
Navellier & Associates
Nevada
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
FIG
5
FundX Investment Group
California
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.6M
2
AssetMark Inc
2
AssetMark Inc
California
$64.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.83M
4
CS
4
Credit Suisse
Switzerland
$6.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$1.07M +$81.1K +1,238 +8%
ASN
52
Advisory Services Network
Georgia
$1.02M -$128K -1,954 -11%
CIA
53
Capital Investment Advisors
Georgia
$1M -$9.85K -150 -1%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$973K +$817K +12,450 +525%
BOS
55
Bingham Osborn & Scarborough
California
$960K – – –
FIM
56
Freedom Investment Management
Connecticut
$957K +$36.8K +560 +4%
PAG
57
Private Advisor Group
New Jersey
$941K +$189K +2,860 +25%
Stifel Financial
58
Stifel Financial
Missouri
$921K -$561K -8,536 -38%
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$908K +$2.5K +38 +0.3%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$906K -$197K -2,994 -18%
SI
61
SII Investments
Wisconsin
$874K -$220K -3,372 -20%
VFS
62
VSR Financial Services
Kansas
$874K +$369K +5,622 +73%
SG
63
Societe Generale
$872K +$872K +13,282 New
SG Americas Securities
64
SG Americas Securities
New York
$872K +$872K +13,282 New
SIC
65
Sigma Investment Counselors
Michigan
$825K +$70.9K +1,080 +9%
IH
66
IFC Holdings
Florida
$813K -$102K -1,558 -11%
VF
67
Virtu Financial
New York
$657K -$8.4K -128 -1%
FWIA
68
Fort Washington Investment Advisors
Ohio
$638K – – –
NFG
69
Next Financial Group
Texas
$632K +$192K +2,926 +44%
MCM
70
Murphy Capital Management
New Jersey
$605K -$125K -1,900 -17%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$604K +$170K +2,590 +39%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$599K -$43.3K -660 -7%
IWM
73
Integrated Wealth Management
California
$596K – – –
SCA
74
Snowden Capital Advisors
New York
$580K -$4.2K -64 -0.7%
SFSIG
75
San Francisco Sentry Investment Group
California
$492K -$9.85K -150 -2%
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