iShares US Utilities ETF
186 hedge funds and large institutions have $453M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 16 closing their positions.
134.28% more ownership
Funds ownership: 37.23% → 171.51% (+134%)
52% more capital invested
Capital invested by funds: $299M → $453M (+$155M)
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
1% less funds holding
Funds holding: 188 → 186 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$1.09B |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$2.3M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.65M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.44M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.88M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$3.43M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.33M |
| 4 |
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
-$875K |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$811K |
IDU Hedge Fund Activity: Q2 2021 in Review
186 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2021, worth a combined $453M — up 52% from $299M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IDU and 15 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 60 added.
The largest buyer was Kelly Financial Services, adding an estimated $1.09B. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.88M.
- 186 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2021, down from 188 in Q1 2021.
- Funds reported $453M of iShares US Utilities ETF stock for Q2 2021, up 52% quarter-over-quarter.
- 15 funds opened new iShares US Utilities ETF positions in Q2 2021 and 16 closed out, a net change of -1 holder.
- The largest iShares US Utilities ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $1.09B added.
- The largest iShares US Utilities ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $5.88M sold.
Based on aggregated 13F filings for Q2 2021.