We are live on ! Find out more
IDU icon

iShares US Utilities ETF
IDU

101 hedge funds and large institutions have $842M invested in iShares US Utilities ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $586M → $842M (+$256M)

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

9.2% more ownership

Funds ownership: 116.36% → 125.57% (+9.2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 102 → 101 (-1)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
15
Increased
39
Reduced
33
Closed
14
Calls
$638K
Puts
–
Net Calls
+$638K
Net Calls Change
-$667K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$50.6M
2
Goldman Sachs
Goldman Sachs
New York
+$35.9M
3
NA
Navellier & Associates
Nevada
+$35.1M
4
SG Americas Securities
SG Americas Securities
New York
+$27.4M
5
PI
Placemark Investments
Illinois
+$15M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$37.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.87M
3
Bank of America
Bank of America
North Carolina
-$6.63M
4
CP
Corbenic Partners
Pennsylvania
-$3.77M
5
PVH
Psagot Value Holdings
Israel
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
76
National Planning Corporation
California
$237K +$241K +5,032 New
CB
77
Commerce Bank
Missouri
$230K -$14.4K -300 -6%
Truist Financial
78
Truist Financial
North Carolina
$227K +$232K +4,846 New
FA
79
FDx Advisors
Illinois
$221K +$225K +4,702 New
GI
80
Glovista Investments
New Jersey
$216K – – –
NCM
81
Narwhal Capital Management
Georgia
$202K – – –
JIR
82
James Investment Research
Ohio
$188K – – –
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$182K +$12.1K +252 +7%
GGPS
84
Gary Goldberg Planning Services
New York
$180K – – –
US Bancorp
85
US Bancorp
Minnesota
$176K – – –
PAS
86
Partnervest Advisory Services
California
$131K – – –
Invesco
87
Invesco
Georgia
$107K – – –
FANJ
88
Financial Architects (New Jersey)
New Jersey
$102K +$27.7K +578 +36%
Creative Planning
89
Creative Planning
Kansas
$83K +$26.2K +548 +45%
FWM
90
Focused Wealth Management
New York
$65K +$65.8K +1,376 New
FFC
91
First Financial Corp
Indiana
$56K -$19.1K -400 -25%
AC
92
Alexandria Capital
Virginia
$33K – – –
ACM
93
Antonetti Capital Management
Florida
$28K -$42.1K -880 -60%
WCM
94
Windsor Capital Management
Arizona
$22K -$6.22K -130 -22%
PP
95
Palladium Partners
Virginia
$19K – – –
HNB
96
Huntington National Bank
Ohio
$14K – – –
FHA
97
First Horizon Advisors
Tennessee
$11K +$11K +230 New
EWM
98
Evercore Wealth Management
New York
$8K – – –
TIM
99
Tortoise Investment Management
New York
$7K – – –
M&T Bank
100
M&T Bank
New York
$6K – – –
1 2 3
4
5

IDU Hedge Fund Activity: Q3 2013 in Review

101 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2013, worth a combined $842M — up 44% from $586M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IDU positions and 14 closed out — a net gain of 1 holder — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Ameriprise, adding an estimated $50.6M. The largest seller was Beaumont Financial Advisors, cutting an estimated $37.6M.

  • 101 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2013, down from 102 in Q2 2013.
  • Funds reported $842M of iShares US Utilities ETF stock for Q3 2013, up 44% quarter-over-quarter.
  • 15 funds opened new iShares US Utilities ETF positions in Q3 2013 and 14 closed out, a net change of +1 holder.
  • The largest iShares US Utilities ETF buyer in Q3 2013 was Ameriprise, an estimated $50.6M added.
  • The largest iShares US Utilities ETF seller in Q3 2013 was Beaumont Financial Advisors, an estimated $37.6M sold.

Based on aggregated 13F filings for Q3 2013.