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iShares US Utilities ETF
IDU

Overview Fund Activity

129 hedge funds and large institutions have $877M invested in iShares US Utilities ETF in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
129
Holders Change
+27
Holders Change %
+26.47%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.16%
New
38
Increased
46
Reduced
26
Closed
9
Calls
$1.69M
Puts
$1.42M
Net Calls
+$272K
Net Calls Change
+$62K

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
AssetMark Inc
2
AssetMark Inc
California
$90.8M
3
BTS
3
BB&T Securities
Virginia
$87.1M
4
TFA
4
Transamerica Financial Advisors
Florida
$85.2M
5
PI
5
Placemark Investments
Illinois
$40.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.68M
2
HNB
2
Huntington National Bank
Ohio
$568K
3
VF
3
Virtu Financial
New York
$0
4
ICOA
4
Investment Centers of America
North Dakota
$1.45M
5
FAAS
5
First Allied Advisory Services
California
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
76
Field & Main Bank
Kentucky
$359K -$8.86K -150 -2%
ALA
77
Atherton Lane Advisers
California
$336K +$27.2K +460 +9%
NAM
78
NTV Asset Management
West Virginia
$333K – – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$320K +$160K +2,718 +101%
IF
80
Ironwood Financial
Arizona
$314K +$314K +5,310 New
HCMT
81
Highland Capital Management (Tennessee)
Tennessee
$303K +$3.79K +64 +1%
FWM
82
Frontier Wealth Management
Missouri
$296K +$296K +5,000 New
MBT
83
Monroe Bank & Trust
Michigan
$288K +$7.7K +130 +3%
CB
84
Commerce Bank
Missouri
$282K – – –
Millennium Management
85
Millennium Management
New York
$276K +$276K +4,670 New
M&T Bank
86
M&T Bank
New York
$273K +$9.1K +154 +3%
NES
87
New England Securities
New York
$273K +$23.7K +400 +10%
SFSIG
88
San Francisco Sentry Investment Group
California
$249K – – –
NCM
89
Narwhal Capital Management
Georgia
$248K – – –
FIM
90
Freedom Investment Management
Connecticut
$240K +$240K +4,054 New
FBNAT
91
FirstMerit Bank N.A. Trustee
Ohio
$237K +$237K +4,006 New
CIC
92
Carnegie Investment Counsel
Ohio
$236K +$236K +3,950 New
VFS
93
VSR Financial Services
Kansas
$234K +$234K +3,952 New
Bank of New York Mellon
94
Bank of New York Mellon
New York
$222K +$222K +3,750 New
US Bancorp
95
US Bancorp
Minnesota
$214K -$22K -372 -9%
OC
96
Oarsman Capital
Wisconsin
$212K +$212K +3,580 New
CCB
97
Cutter & Co Brokerage
Missouri
$207K +$207K +3,504 New
Citigroup
98
Citigroup
New York
$199K – – –
JIR
99
James Investment Research
Ohio
$176K -$60.2K -1,020 -26%
LWM
100
LBA Wealth Management
Florida
$171K -$41.3K -700 -19%
2 3
4
5 6