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iShares US Utilities ETF
IDU

Overview Fund Activity

131 hedge funds and large institutions have $279M invested in iShares US Utilities ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-9
Holders Change %
-6.43%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
33
Reduced
55
Closed
26
Calls
$972K
Puts
–
Net Calls
+$972K
Net Calls Change
-$1.54M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$26.9M
2
TRCT
2
Tower Research Capital (TRC)
New York
$3.88M
3
VEA
3
Virtus ETF Advisers
New York
$2.2M
4
AG
4
Advisor Group
Arizona
$1.36M
5
DWM
5
Destination Wealth Management
California
$31M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.3M
2
UCFA
2
United Capital Financial Advisors
Texas
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$13.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
SII Investments
Wisconsin
$689K +$243 +4 +0%
FIM
52
Fernwood Investment Management
Massachusetts
$676K -$274K -4,500 -29%
OC
53
Oppenheimer & Co
New York
$651K -$1.6M -26,236 -71%
DADC
54
D.A. Davidson & Co
Montana
$591K -$7.91K -130 -1%
SIC
55
Sigma Investment Counselors
Michigan
$583K -$206K -3,380 -26%
FWIA
56
Fort Washington Investment Advisors
Ohio
$577K -$15.2K -250 -3%
IWM
57
Integrated Wealth Management
California
$553K – – –
Bank of New York Mellon
58
Bank of New York Mellon
New York
$543K -$59.7K -980 -10%
IA
59
IFP Advisors
Florida
$433K +$215K +3,530 +98%
NIC
60
Northwest Investment Counselors
Oregon
$423K +$23.1K +380 +6%
TSS
61
Two Sigma Securities
New York
$419K +$419K +6,872 New
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$414K +$7.56K +124 +2%
SFSIG
63
San Francisco Sentry Investment Group
California
$347K +$4.26K +70 +1%
SPC
64
Sigma Planning Corp
Michigan
$334K +$334K +5,482 New
IFS
65
Ifrah Financial Services
Arkansas
$331K -$18.9K -310 -5%
HCMT
66
Highland Capital Management (Tennessee)
Tennessee
$330K +$12.8K +210 +4%
CAL
67
Capital Advisors Ltd
Ohio
$328K – – –
FWM
68
Frontier Wealth Management
Missouri
$309K +$365 +6 +0.1%
CAN
69
Cetera Advisor Networks
California
$294K -$69.2K -1,138 -19%
NSIM
70
North Star Investment Management
Illinois
$294K +$294K +4,828 New
KAM
71
Keeley Asset Management
Illinois
$285K +$6.7K +110 +2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$281K -$731K -12,468 -72%
NCM
73
Narwhal Capital Management
Georgia
$281K +$25K +410 +10%
MHI
74
Miller Howard Investments
New York
$275K +$275K +4,522 New
BTS
75
BB&T Securities
Virginia
$272K – – –
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3
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