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iShares US Utilities ETF
IDU

Overview Fund Activity

134 hedge funds and large institutions have $368M invested in iShares US Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
41
Reduced
52
Closed
18
Calls
$613K
Puts
–
Net Calls
+$613K
Net Calls Change
+$724K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$60M
2
PFG
2
Piershale Financial Group
Illinois
$11.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.63M
4
NA
4
Navellier & Associates
Nevada
$3.67M
5
AI
5
Atria Investments
North Carolina
$3.58M

Top Sellers

1
Citigroup
1
Citigroup
New York
$127K
2
Wells Fargo
2
Wells Fargo
California
$10.8M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
GC
4
Grimes & Company
Massachusetts
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$1.12M -$340K -5,114 -23%
TFF
52
The Family Firm
Maryland
$1M -$33.8K -508 -3%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$896K +$245K +3,694 +38%
BOS
54
Bingham Osborn & Scarborough
California
$895K – – –
CIA
55
Capital Investment Advisors
Georgia
$874K -$56.9K -856 -6%
SB
56
Simmons Bank
Arkansas
$830K -$23.9K -360 -3%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$821K -$19.4K -292 -2%
SPC
58
Sigma Planning Corp
Michigan
$773K +$26.7K +402 +4%
SIC
59
Sigma Investment Counselors
Michigan
$773K +$85.8K +1,290 +12%
VF
60
Virtu Financial
New York
$773K +$773K +11,628 New
MCM
61
Murphy Capital Management
New Jersey
$752K -$6.64K -100 -0.9%
FAAS
62
First Allied Advisory Services
California
$706K -$112K -1,684 -14%
SG Americas Securities
63
SG Americas Securities
New York
$627K -$368K -5,532 -37%
FWIA
64
Fort Washington Investment Advisors
Ohio
$615K +$664 +10 +0.1%
DADC
65
D.A. Davidson & Co
Montana
$603K -$18.2K -274 -3%
OC
66
Oppenheimer & Co
New York
$588K +$2.93K +44 +0.5%
KA
67
Kovack Advisors
Florida
$570K +$285K +4,296 +100%
BTS
68
BB&T Securities
Virginia
$562K -$6.77K -102 -1%
FHC
69
First Heartland Consultants
Missouri
$533K -$221K -3,320 -29%
NIC
70
Northwest Investment Counselors
Oregon
$527K +$23K +346 +5%
SFSIG
71
San Francisco Sentry Investment Group
California
$524K -$4.65K -70 -0.9%
SWP
72
Stratos Wealth Partners
Ohio
$438K +$102K +1,536 +30%
MAS
73
Madden Advisory Services
Florida
$429K +$31.2K +470 +8%
SI
74
SII Investments
Wisconsin
$415K +$11.4K +172 +3%
BFG
75
Barber Financial Group
Kansas
$389K -$45.8K -688 -11%
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