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iShares US Utilities ETF

224 hedge funds and large institutions have $427M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

7% more funds holding

Funds holding: 210224 (+14)

6% more capital invested

Capital invested by funds: $404M → $427M (+$22.8M)

1.2% more ownership

Funds ownership: 41.83%43.03% (+1.2%)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
70
Reduced
53
Closed
13
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$1.04M +11,747 +245%
GLA
52
Great Lakes Advisors
Illinois
$1.36M -$5.74K -65 -0.4%
VA
53
Valmark Advisers
Ohio
$1.23M +$698K +7,894 +122%
SPC
54
Sigma Planning Corp
Michigan
$1.21M +$80.9K +915 +7%
AMG
55
Advisors Management Group
Wisconsin
$1.16M +$31.5K +357 +3%
NA
56
Navellier & Associates
Nevada
$1.15M -$14.9K -169 -1%
SB
57
Simmons Bank
Arkansas
$1.03M -$23K -260 -2%
Comerica Bank
58
Comerica Bank
Texas
$929K +$176K +1,996 +22%
CCA
59
Cadent Capital Advisors
Oklahoma
$864K +$892K +10,096 New
SWA
60
Stratos Wealth Advisors
Ohio
$863K +$891K +10,079 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$862K +$694K +7,858 +339%
LNC
62
Lincoln National Corp
Pennsylvania
$853K +$172K +1,946 +24%
Citigroup
63
Citigroup
New York
$835K +$856K +9,682 +14,451%
EAM
64
Evanson Asset Management
California
$824K
CAN
65
Cetera Advisor Networks
California
$808K +$20.4K +231 +3%
APA
66
American Portfolios Advisors
New York
$803K +$669K +7,574 +419%
BAM
67
Belpointe Asset Management
Nevada
$790K -$1.15K -13 -0.1%
CCA
68
Cottonwood Capital Advisors
Utah
$789K -$47.9K -542 -6%
PFS
69
Prospera Financial Services
Texas
$785K +$467K +5,288 +136%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$766K -$55.2K -625 -7%
CIA
71
Capital Investment Advisors
Georgia
$757K +$16.3K +185 +2%
SS
72
Sunbelt Securities
Texas
$731K +$521K +5,891 +223%
NIC
73
Northwest Investment Counselors
Oregon
$685K -$68K -770 -9%
FPCP
74
Fort Point Capital Partners
California
$655K +$677K +7,657 New
OC
75
Oppenheimer & Co
New York
$631K +$71.4K +808 +12%

IDU Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2022, worth a combined $427M — up 5.6% from $404M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDU positions and 13 closed out — a net gain of 14 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $7.98M. The largest seller was Destination Wealth Management, cutting an estimated $2.85M.

  • 224 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2022, up from 210 in Q1 2022.
  • Funds reported $427M of iShares US Utilities ETF stock for Q2 2022, up 5.6% quarter-over-quarter.
  • 27 funds opened new iShares US Utilities ETF positions in Q2 2022 and 13 closed out, a net change of +14 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $7.98M added.
  • The largest iShares US Utilities ETF seller in Q2 2022 was Destination Wealth Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2022.