iShares US Utilities ETF
210 hedge funds and large institutions have $404M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 13 closing their positions.
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
27% more capital invested
Capital invested by funds: $317M → $404M (+$87.2M)
21% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 52
6% more funds holding
Funds holding: 198 → 210 (+12)
5.82% more ownership
Funds ownership: 36.01% → 41.83% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$33.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$5.14M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.92M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.51M |
| 2 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$2.03M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.66M |
| 4 |
Barclays
London,
United Kingdom
|
-$1.11M |
| 5 |
JP Morgan Chase
New York
|
-$1.08M |
IDU Hedge Fund Activity: Q1 2022 in Review
210 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2022, worth a combined $404M — up 27% from $317M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IDU positions and 13 closed out — a net gain of 16 holders — while 63 added to existing stakes and 52 trimmed.
The largest buyer was Prudential Financial, adding an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $2.51M.
- 210 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2022, up from 198 in Q4 2021.
- Funds reported $404M of iShares US Utilities ETF stock for Q1 2022, up 27% quarter-over-quarter.
- 29 funds opened new iShares US Utilities ETF positions in Q1 2022 and 13 closed out, a net change of +16 holders.
- The largest iShares US Utilities ETF buyer in Q1 2022 was Prudential Financial, an estimated $33.5M added.
- The largest iShares US Utilities ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $2.51M sold.
Based on aggregated 13F filings for Q1 2022.