iShares US Utilities ETF
136 hedge funds and large institutions have $244M invested in iShares US Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 12 closing their positions.
28% more capital invested
Capital invested by funds: $191M → $244M (+$53.2M)
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
13.73% more ownership
Funds ownership: 65.88% → 79.61% (+14%)
1% less funds holding
Funds holding: 138 → 136 (-2)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$28.4M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.44M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.82M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.64M |
| 2 |
VF
Virtu Financial
New York
|
-$1.47M |
| 3 |
JP Morgan Chase
New York
|
-$1.34M |
| 4 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$959K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$903K |
IDU Hedge Fund Activity: Q3 2018 in Review
136 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2018, worth a combined $244M — up 28% from $191M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IDU and 10 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 44 added.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $28.4M. The largest seller was Jane Street, cutting an estimated $2.64M.
- 136 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2018, down from 138 in Q2 2018.
- Funds reported $244M of iShares US Utilities ETF stock for Q3 2018, up 28% quarter-over-quarter.
- 10 funds opened new iShares US Utilities ETF positions in Q3 2018 and 12 closed out, a net change of -2 holders.
- The largest iShares US Utilities ETF buyer in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $28.4M added.
- The largest iShares US Utilities ETF seller in Q3 2018 was Jane Street, an estimated $2.64M sold.
Based on aggregated 13F filings for Q3 2018.