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iShares US Utilities ETF
IDU

Overview Fund Activity

102 hedge funds and large institutions have $281M invested in iShares US Utilities ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-18
Holders Change %
-15%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.03%
New
13
Increased
24
Reduced
46
Closed
31
Calls
$463K
Puts
$253K
Net Calls
+$210K
Net Calls Change
-$146K

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$13M
2
CS
2
Credit Suisse
Switzerland
$3.64M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.3M
5
RJA
5
Raymond James & Associates
Florida
$2.19M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
AssetMark Inc
2
AssetMark Inc
California
$17K
3
FSIM
3
F-Squared Investment Management
Massachusetts
$0
4
TFA
4
Transamerica Financial Advisors
Florida
$10K
5
PI
5
Placemark Investments
Illinois
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$210K -$19.4K -368 -8%
LWM
77
LBA Wealth Management
Florida
$189K -$56.7K -1,080 -23%
Citigroup
78
Citigroup
New York
$177K -$59.2K -1,126 -25%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$142K -$946 -18 -0.7%
MHS
80
M Holdings Securities
Oregon
$123K +$123K +2,344 New
GGPS
81
Gary Goldberg Planning Services
New York
$93K -$4.2K -80 -4%
FWM
82
Focused Wealth Management
New York
$74K +$523 +10 +0.7%
WA
83
WFG Advisors
Texas
$73K -$22.9K -434 -24%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$72K +$72K +1,318 New
PIA
85
Peachtree Investment Advisors
Georgia
$64K +$64K +1,210 New
SF
86
Synovus Financial
Georgia
$63K – – –
Walleye Trading
87
Walleye Trading
New York
$61K +$61K +1,162 New
FFC
88
First Financial Corp
Indiana
$52K -$6.75K -128 -11%
WEC
89
Winslow Evans & Crocker
Massachusetts
$39.4K -$943K -17,908 -96%
AC
90
Alexandria Capital
Virginia
$36K – – –
NFG
91
Next Financial Group
Texas
$31K +$31K +590 New
RIA
92
Regal Investment Advisors
Michigan
$28K -$4K -76 -13%
DADC
93
D.A. Davidson & Co
Montana
$26K -$1.9M -36,568 -99%
ACM
94
Antonetti Capital Management
Florida
$23K – – –
NCM
95
Nelson Capital Management
California
$21K – – –
SSB
96
Sandy Spring Bank
Maryland
$20K +$20K +374 New
PSI
97
Pinnacle Summer Investments
Virginia
$18K – – –
AssetMark Inc
98
AssetMark Inc
California
$17K -$74.3M -1,408,206 -100%
M
99
MOTCO
Texas
$11K – – –
TFA
100
Transamerica Financial Advisors
Florida
$10K -$47.7M -896,226 -100%
2 3
4
5 6