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iShares US Utilities ETF
IDU

Overview Fund Activity

164 hedge funds and large institutions have $395M invested in iShares US Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
47
Reduced
48
Closed
15
Calls
$1.39M
Puts
$261K
Net Calls
+$1.13M
Net Calls Change
+$767K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.25M
2
KFS
2
Kelly Financial Services
Massachusetts
$10.2M
3
IMC Chicago
3
IMC Chicago
Illinois
$4.5M
4
Bank of America
4
Bank of America
North Carolina
$45.5M
5
LPL Financial
5
LPL Financial
California
$19.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
SBH
2
Segall Bryant & Hamill
Illinois
$0
3
AG
3
Advisor Group
Arizona
$6.03M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
51
Great Lakes Advisors
Illinois
$1.28M -$37.4K -460 -3%
Stifel Financial
52
Stifel Financial
Missouri
$1.26M -$65.5K -824 -5%
MAS
53
Madden Advisory Services
Florida
$1.19M -$262K -3,224 -18%
FMB
54
Field & Main Bank
Kentucky
$1.18M -$30.9K -380 -3%
GWM
55
Geneos Wealth Management
Colorado
$1.17M -$18.2K -224 -2%
DAS
56
Dynamic Advisor Solutions
Arizona
$1.12M +$347K +4,258 +45%
BAM
57
Belpointe Asset Management
Nevada
$1.12M -$68.7K -844 -6%
BOS
58
Bingham Osborn & Scarborough
California
$1.1M – – –
BTS
59
BB&T Securities
Virginia
$1.1M -$87.9K -1,082 -7%
SB
60
Simmons Bank
Arkansas
$1.08M – – –
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$956K -$11.1K -136 -1%
FAAS
62
First Allied Advisory Services
California
$903K -$135K -1,656 -13%
NFG
63
Next Financial Group
Texas
$902K +$49K +602 +6%
CIA
64
Capital Investment Advisors
Georgia
$884K -$3.26K -40 -0.4%
WCG
65
Weaver Consulting Group
California
$780K -$422K -5,586 -35%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$754K +$163 +2 +0%
NIC
67
Northwest Investment Counselors
Oregon
$725K – – –
ASN
68
Advisory Services Network
Georgia
$713K – – –
GLA
69
Good Life Advisors
Pennsylvania
$713K +$713K +8,738 New
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$646K +$38.8K +476 +6%
MCM
71
Murphy Capital Management
New Jersey
$624K -$12.2K -150 -2%
DADC
72
D.A. Davidson & Co
Montana
$621K -$32.6K -400 -5%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$602K +$104K +1,280 +21%
MPPLM
74
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$589K +$54.7K +672 +10%
GPA
75
Garrison Point Advisors
California
$550K +$25.2K +310 +5%
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3
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