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iShares US Utilities ETF
IDU

138 hedge funds and large institutions have $191M invested in iShares US Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5.2% more ownership

Funds ownership: 60.68% → 65.88% (+5.2%)

1% more funds holding

Funds holding: 136 → 138 (+2)

2% more capital invested

Capital invested by funds: $188M → $191M (+$3.65M)

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
27
Reduced
49
Closed
11
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
+$787K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$6.39M
2
Jane Street
Jane Street
New York
+$4.77M
3
CWM
Cornerstone Wealth Management
Missouri
+$1.95M
4
VF
Virtu Financial
New York
+$1.42M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.32M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.2M
3
RJA
Raymond James & Associates
Florida
-$1.61M
4
Bank of America
Bank of America
North Carolina
-$1.53M
5
GC
Grimes & Company
Massachusetts
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$529K -$12.8K -200 -2%
PAG
52
Private Advisor Group
New Jersey
$500K -$379K -5,936 -44%
ALIONA
53
Allianz Life Insurance of North America
Minnesota
$496K +$56.2K +880 +13%
FHC
54
First Heartland Consultants
Missouri
$489K -$26.8K -420 -5%
FWIA
55
Fort Washington Investment Advisors
Ohio
$486K -$25.5K -400 -5%
PCG
56
Private Capital Group
Connecticut
$461K -$128 -2 -0%
OC
57
Oppenheimer & Co
New York
$402K -$766 -12 -0.2%
JIC
58
Johnson Investment Counsel
Ohio
$373K -$32.6K -510 -8%
CCA
59
Clearwater Capital Advisors
Illinois
$356K – – –
CAL
60
Capital Advisors Ltd
Ohio
$355K – – –
CWS
61
Cypress Wealth Services
California
$335K -$255K -4,000 -44%
NFG
62
Next Financial Group
Texas
$327K -$203K -3,180 -39%
AWM
63
Altium Wealth Management
New York
$325K +$315K +4,926 New
SWP
64
Stratos Wealth Partners
Ohio
$311K +$39.2K +614 +15%
SPC
65
Sigma Planning Corp
Michigan
$299K -$62.3K -976 -18%
NSIM
66
North Star Investment Management
Illinois
$299K – – –
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$286K -$14.9K -234 -5%
BAS
68
Brown Advisory Securities
Maryland
$280K – – –
BAM
69
Belpointe Asset Management
Nevada
$276K -$135K -2,116 -34%
KTA
70
Keeley-Teton Advisors
Illinois
$267K – – –
AG
71
Advisor Group
Arizona
$260K -$33.5K -524 -12%
IBOK
72
Independence Bank of Kentucky
Kentucky
$253K +$7.02K +110 +3%
WA
73
Wealthstar Advisors
Texas
$251K – – –
CB
74
Commerce Bank
Missouri
$239K -$14.7K -230 -6%
Goldman Sachs
75
Goldman Sachs
New York
$235K -$6.38M -100,000 -97%
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IDU Hedge Fund Activity: Q2 2018 in Review

138 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2018, worth a combined $191M — up 1.9% from $188M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IDU positions and 11 closed out — a net gain of 2 holders — while 27 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.39M. The largest seller was Goldman Sachs, cutting an estimated $6.38M.

  • 138 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2018, up from 136 in Q1 2018.
  • Funds reported $191M of iShares US Utilities ETF stock for Q2 2018, up 1.9% quarter-over-quarter.
  • 13 funds opened new iShares US Utilities ETF positions in Q2 2018 and 11 closed out, a net change of +2 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $6.39M added.
  • The largest iShares US Utilities ETF seller in Q2 2018 was Goldman Sachs, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2018.