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iShares US Utilities ETF
IDU

Overview Fund Activity

135 hedge funds and large institutions have $185M invested in iShares US Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 22 closing their positions.

Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
48
Closed
22
Calls
$688K
Puts
$433K
Net Calls
+$255K
Net Calls Change
-$452K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$8.17M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.19M
3
DWM
3
Destination Wealth Management
California
$36M
4
Citadel Advisors
4
Citadel Advisors
Florida
$860K
5
TFF
5
The Family Firm
Maryland
$1.68M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.44M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Bank of America
4
Bank of America
North Carolina
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
51
Northwest Investment Counselors
Oregon
$506K – – –
FHC
52
First Heartland Consultants
Missouri
$499K -$12.9K -202 -3%
FWIA
53
Fort Washington Investment Advisors
Ohio
$495K -$91.9K -1,440 -16%
SFSIG
54
San Francisco Sentry Investment Group
California
$486K – – –
FMB
55
Field & Main Bank
Kentucky
$456K +$20K +314 +5%
PCG
56
Private Capital Group
Connecticut
$443K +$383K +6,002 +634%
ALIONA
57
Allianz Life Insurance of North America
Minnesota
$423K +$423K +6,640 New
BAM
58
Belpointe Asset Management
Nevada
$402K -$1.15M -18,104 -74%
JIC
59
Johnson Investment Counsel
Ohio
$393K -$23.2K -364 -6%
OC
60
Oppenheimer & Co
New York
$389K -$162K -2,542 -29%
SG Americas Securities
61
SG Americas Securities
New York
$378K -$254K -3,974 -40%
SPC
62
Sigma Planning Corp
Michigan
$351K -$20.9K -328 -6%
CAL
63
Capital Advisors Ltd
Ohio
$343K – – –
CCA
64
Clearwater Capital Advisors
Illinois
$343K +$343K +5,390 New
CAN
65
Cetera Advisor Networks
California
$294K -$18.5K -288 -6%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$291K -$58.3K -916 -17%
NSIM
67
North Star Investment Management
Illinois
$289K – – –
AG
68
Advisor Group
Arizona
$284K -$71.1K -1,118 -20%
BAS
69
Brown Advisory Securities
Maryland
$271K – – –
NAM
70
NTV Asset Management
West Virginia
$264K – – –
SWP
71
Stratos Wealth Partners
Ohio
$262K +$55.9K +876 +27%
KTA
72
Keeley-Teton Advisors
Illinois
$257K – – –
CB
73
Commerce Bank
Missouri
$245K – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$239K -$1.2M -18,788 -83%
IBOK
75
Independence Bank of Kentucky
Kentucky
$237K -$3.18K -50 -1%
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