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iShares US Utilities ETF
IDU

Overview Fund Activity

136 hedge funds and large institutions have $545M invested in iShares US Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
23
Increased
47
Reduced
38
Closed
17
Calls
$1.77M
Puts
$486K
Net Calls
+$1.29M
Net Calls Change
-$423K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17M
2
DWM
2
Destination Wealth Management
California
$30.6M
3
NA
3
Navellier & Associates
Nevada
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
FIG
5
FundX Investment Group
California
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.6M
2
AssetMark Inc
2
AssetMark Inc
California
$64.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.83M
4
CS
4
Credit Suisse
Switzerland
$6.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
76
CIBC World Market
Ontario, Canada
$488K +$488K +7,428 New
WDL
77
Well Done LLC
Michigan
$471K +$44K +670 +10%
Millennium Management
78
Millennium Management
New York
$442K +$227K +3,468 +106%
IC
79
InterOcean Capital
Illinois
$426K +$5.12K +78 +1%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$417K +$417K +6,354 New
M&T Bank
81
M&T Bank
New York
$410K +$41.1K +626 +11%
IFS
82
Ifrah Financial Services
Arkansas
$386K +$386K +5,886 New
CAL
83
Capital Advisors Ltd
Ohio
$353K – – –
HCMT
84
Highland Capital Management (Tennessee)
Tennessee
$340K +$524 +8 +0.2%
FWM
85
Frontier Wealth Management
Missouri
$336K – – –
IA
86
IFP Advisors
Florida
$326K +$323K +4,914 +9,828%
BPC
87
Banque Pictet & Cie
Switzerland
$315K +$65.6K +1,000 +26%
KAM
88
Keeley Asset Management
Illinois
$300K – – –
AFP
89
Ausdal Financial Partners
Iowa
$279K +$279K +4,250 New
NAM
90
NTV Asset Management
West Virginia
$278K – – –
PIA
91
Peachtree Investment Advisors
Georgia
$278K +$7.23K +110 +3%
NIC
92
Northwest Investment Counselors
Oregon
$278K +$278K +4,230 New
NCM
93
Narwhal Capital Management
Georgia
$276K – – –
CB
94
Commerce Bank
Missouri
$272K +$6.56K +100 +2%
SWP
95
Stratos Wealth Partners
Ohio
$265K +$265K +4,032 New
Creative Planning
96
Creative Planning
Kansas
$252K – – –
MBT
97
Monroe Bank & Trust
Michigan
$250K -$18K -274 -7%
CAN
98
Cetera Advisor Networks
California
$245K -$79.3K -1,220 -24%
OC
99
Oarsman Capital
Wisconsin
$231K – – –
LWM
100
LBA Wealth Management
Florida
$192K -$3.28K -50 -2%
2 3
4
5 6