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iShares US Utilities ETF
IDU

Overview Fund Activity

98 hedge funds and large institutions have $253M invested in iShares US Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
34
Reduced
32
Closed
16
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
QA
2
Quantitative Advantage
Minnesota
$12.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.53M
4
Bank of America
4
Bank of America
North Carolina
$18M
5
Citigroup
5
Citigroup
New York
$5.45M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
VF
3
Virtu Financial
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.91M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
GGPS
76
Gary Goldberg Planning Services
New York
$103K -$84.7K -1,620 -45%
Creative Planning
77
Creative Planning
Kansas
$96K – – –
FWM
78
Focused Wealth Management
New York
$73K +$523 +10 +0.7%
WA
79
WFG Advisors
Texas
$72K -$9.96K -190 -12%
FFC
80
First Financial Corp
Indiana
$62K – – –
WEC
81
Winslow Evans & Crocker
Massachusetts
$56.1K – – –
AC
82
Alexandria Capital
Virginia
$37K – – –
CIA
83
Choate Investment Advisors
Massachusetts
$34.9K +$34.9K +670 New
RIA
84
Regal Investment Advisors
Michigan
$28K – – –
ACM
85
Antonetti Capital Management
Florida
$22K -$6.58K -128 -23%
PP
86
Palladium Partners
Virginia
$21K +$21K +400 New
CCM
87
Carderock Capital Management
Maryland
$21K +$21K +408 New
DADC
88
D.A. Davidson & Co
Montana
$20K +$20K +400 New
PSI
89
Pinnacle Summer Investments
Virginia
$19K – – –
TFA
90
Transamerica Financial Advisors
Florida
$17K -$1.66K -32 -9%
FHA
91
First Horizon Advisors
Tennessee
$12K – – –
M
92
MOTCO
Texas
$10K – – –
TIM
93
Tortoise Investment Management
New York
$8K – – –
M&T Bank
94
M&T Bank
New York
$6K – – –
PSUF
95
People's United Financial
Connecticut
$5K – – –
TWA
96
TCI Wealth Advisors
Arizona
$4K – – –
TRCT
97
Tower Research Capital (TRC)
New York
$3K -$2.63M -49,126 -100%
BRWM
98
B. Riley Wealth Management
Tennessee
$2K +$2K +36 New
SCP
99
Syntal Capital Partners
Texas
$1.23K +$1.23K +23,650 New
PVH
100
Psagot Value Holdings
Israel
– -$9.24M -192,876 Closed
1 2 3
4
5