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iShares US Utilities ETF
IDU

Overview Fund Activity

140 hedge funds and large institutions have $307M invested in iShares US Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
43
Reduced
38
Closed
9
Calls
$214K
Puts
$325K
Net Calls
-$111K
Net Calls Change
-$1.14M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.2M
2
Wells Fargo
2
Wells Fargo
California
$15.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$5.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$251K
2
AC
2
Allstate Corporation
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
Jane Street
4
Jane Street
New York
$562K
5
TH
5
Timber Hill
Connecticut
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Simmons Bank
Arkansas
$836K – – –
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$823K – – –
FAAS
53
First Allied Advisory Services
California
$799K +$207K +3,176 +35%
Citadel Advisors
54
Citadel Advisors
Florida
$759K -$1.23M -18,936 -62%
MCM
55
Murphy Capital Management
New Jersey
$742K -$6.5K -100 -0.9%
FHC
56
First Heartland Consultants
Missouri
$738K +$342K +5,258 +86%
SPC
57
Sigma Planning Corp
Michigan
$730K +$349K +5,368 +92%
SIC
58
Sigma Investment Counselors
Michigan
$672K +$78.4K +1,206 +13%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$637K +$1.95K +30 +0.3%
DADC
60
D.A. Davidson & Co
Montana
$607K – – –
FWIA
61
Fort Washington Investment Advisors
Ohio
$601K – – –
VFA
62
Voya Financial Advisors
Connecticut
$584K +$584K +8,956 New
OC
63
Oppenheimer & Co
New York
$572K -$42.5K -654 -7%
Jane Street
64
Jane Street
New York
$562K -$2.93M -45,054 -84%
BTS
65
BB&T Securities
Virginia
$557K +$178K +2,742 +47%
IFS
66
Ifrah Financial Services
Arkansas
$550K +$165K +2,530 +43%
SFSIG
67
San Francisco Sentry Investment Group
California
$518K +$156K +2,400 +43%
NIC
68
Northwest Investment Counselors
Oregon
$493K -$1.3K -20 -0.3%
NFG
69
Next Financial Group
Texas
$474K +$413K +6,350 +678%
BFG
70
Barber Financial Group
Kansas
$425K +$425K +6,536 New
FIM
71
Fernwood Investment Management
Massachusetts
$412K -$247K -3,800 -37%
SI
72
SII Investments
Wisconsin
$396K -$26.6K -410 -6%
MAS
73
Madden Advisory Services
Florida
$389K +$53.5K +824 +16%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$369K -$68K -1,046 -16%
M&T Bank
75
M&T Bank
New York
$352K +$114K +1,752 +48%
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