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iShares US Utilities ETF
IDU

Overview Fund Activity

101 hedge funds and large institutions have $194M invested in iShares US Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
25
Increased
21
Reduced
39
Closed
23
Calls
$326K
Puts
$1.61M
Net Calls
-$1.28M
Net Calls Change
-$1.92M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$6.99M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.79M
3
VF
3
Virtu Financial
New York
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.74M
5
DWM
5
Destination Wealth Management
California
$16.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.04M
2
BTS
2
BB&T Securities
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$180K
4
UCFA
4
United Capital Financial Advisors
Texas
$255K
5
NA
5
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$164K +$164K +3,416 New
SFSIG
77
San Francisco Sentry Investment Group
California
$158K +$158K +3,300 New
NES
78
New England Securities
New York
$151K -$363K -7,596 -71%
US Bancorp
79
US Bancorp
Minnesota
$150K -$28.9K -604 -16%
BRWA
80
B. Riley Wealth Advisors
Florida
$140K +$140K +2,930 New
PAS
81
Partnervest Advisory Services
California
$134K – – –
Invesco
82
Invesco
Georgia
$109K – – –
Creative Planning
83
Creative Planning
Kansas
$88K +$2.97K +62 +3%
WA
84
WFG Advisors
Texas
$75K -$4.5M -93,912 -98%
FWM
85
Focused Wealth Management
New York
$66K +$476 +10 +0.7%
FFC
86
First Financial Corp
Indiana
$57K – – –
WEC
87
Winslow Evans & Crocker
Massachusetts
$52K +$52K +1,076 New
FNBT
88
FineMark National Bank & Trust
Florida
$36K +$36K +756 New
AC
89
Alexandria Capital
Virginia
$34K – – –
ACM
90
Antonetti Capital Management
Florida
$27K -$1.55K -32 -5%
RIA
91
Regal Investment Advisors
Michigan
$25K -$970K -20,640 -97%
WCM
92
Windsor Capital Management
Arizona
$23K – – –
TFA
93
Transamerica Financial Advisors
Florida
$18K -$27.4M -547,650 -100%
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$17K +$17K +348 New
PSI
95
Pinnacle Summer Investments
Virginia
$16K +$16K +344 New
HNB
96
Huntington National Bank
Ohio
$14K -$14K – –
FHA
97
First Horizon Advisors
Tennessee
$11K – – –
M
98
MOTCO
Texas
$10K +$10K +200 New
TIM
99
Tortoise Investment Management
New York
$7K – – –
M&T Bank
100
M&T Bank
New York
$6K – – –
1 2 3
4
5