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iShares US Utilities ETF
IDU

151 hedge funds and large institutions have $286M invested in iShares US Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $244M → $286M (+$41.2M)

11% more funds holding

Funds holding: 136 → 151 (+15)

1.31% less ownership

Funds ownership: 79.61% → 78.3% (-1.3%)

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
48
Reduced
28
Closed
13
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
-$509K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$29.6M
2
GC
Grimes & Company
Massachusetts
+$13M
3
Wells Fargo
Wells Fargo
California
+$12.7M
4
Bank of America
Bank of America
North Carolina
+$4.12M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.44M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$28.2M
2
UCFA
United Capital Financial Advisors
Texas
-$8.23M
3
TRCT
Tower Research Capital (TRC)
New York
-$5.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$775K -$54.4K -790 -6%
MAS
52
Madden Advisory Services
Florida
$773K +$80K +1,162 +11%
SPC
53
Sigma Planning Corp
Michigan
$754K +$465K +6,752 +151%
FAAS
54
First Allied Advisory Services
California
$712K -$50.3K -730 -6%
SFS
55
Sowell Financial Services
Arkansas
$667K +$684K +9,932 New
MCM
56
Murphy Capital Management
New Jersey
$652K -$32.4K -470 -5%
FHC
57
First Heartland Consultants
Missouri
$634K +$124K +1,806 +24%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$622K -$2.07K -30 -0.3%
NIC
59
Northwest Investment Counselors
Oregon
$601K +$27.5K +400 +5%
NFG
60
Next Financial Group
Texas
$578K +$545K +7,912 +1,130%
DADC
61
D.A. Davidson & Co
Montana
$538K – – –
APA
62
American Portfolios Advisors
New York
$506K +$462K +6,710 +812%
Jane Street
63
Jane Street
New York
$499K -$1.94M -28,218 -79%
FWIA
64
Fort Washington Investment Advisors
Ohio
$490K – – –
GFPC
65
Global Financial Private Capital
Florida
$490K +$170K +2,468 +51%
PCG
66
Private Capital Group
Connecticut
$465K +$275 +4 +0.1%
HIS
67
Harvest Investment Services
Illinois
$437K +$446K +6,476 New
OC
68
Oppenheimer & Co
New York
$423K +$14.3K +208 +3%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$406K +$964 +14 +0.2%
CCA
70
Clearwater Capital Advisors
Illinois
$362K – – –
CAL
71
Capital Advisors Ltd
Ohio
$361K – – –
NSIM
72
North Star Investment Management
Illinois
$358K +$55.1K +800 +18%
BFG
73
Barber Financial Group
Kansas
$353K +$362K +5,260 New
GPA
74
Garrison Point Advisors
California
$352K +$362K +5,250 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$348K +$263K +3,818 +278%
1 2
3
4 5

IDU Hedge Fund Activity: Q4 2018 in Review

151 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2018, worth a combined $286M — up 17% from $244M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IDU positions and 13 closed out — a net gain of 17 holders — while 48 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $29.6M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $28.2M sold.

  • 151 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2018, up from 136 in Q3 2018.
  • Funds reported $286M of iShares US Utilities ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 30 funds opened new iShares US Utilities ETF positions in Q4 2018 and 13 closed out, a net change of +17 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $29.6M added.
  • The largest iShares US Utilities ETF seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2018.