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iShares US Utilities ETF
IDU

Overview Fund Activity

131 hedge funds and large institutions have $279M invested in iShares US Utilities ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-9
Holders Change %
-6.43%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
33
Reduced
55
Closed
26
Calls
$972K
Puts
–
Net Calls
+$972K
Net Calls Change
-$1.54M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$26.9M
2
TRCT
2
Tower Research Capital (TRC)
New York
$3.88M
3
VEA
3
Virtus ETF Advisers
New York
$2.2M
4
AG
4
Advisor Group
Arizona
$1.36M
5
DWM
5
Destination Wealth Management
California
$31M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.3M
2
UCFA
2
United Capital Financial Advisors
Texas
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$13.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
76
Brown Advisory Securities
Maryland
$259K +$259K +4,266 New
Creative Planning
77
Creative Planning
Kansas
$254K -$3.9K -64 -2%
NAM
78
NTV Asset Management
West Virginia
$252K – – –
CB
79
Commerce Bank
Missouri
$247K – – –
M&T Bank
80
M&T Bank
New York
$241K -$51.5K -846 -18%
FHC
81
First Heartland Consultants
Missouri
$231K -$84.6K -1,392 -27%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$207K -$16.8K -276 -8%
MMG
83
Monetary Management Group
Missouri
$207K +$97.4K +1,600 +89%
IC
84
InterOcean Capital
Illinois
$204K -$73.3K -1,206 -26%
NFG
85
Next Financial Group
Texas
$193K -$553K -9,080 -74%
LWM
86
LBA Wealth Management
Florida
$171K -$7.94K -130 -4%
MBT
87
Monroe Bank & Trust
Michigan
$160K +$160K +2,634 New
US Bancorp
88
US Bancorp
Minnesota
$147K -$15.6K -256 -10%
JIR
89
James Investment Research
Ohio
$141K – – –
CFS
90
Commonwealth Financial Services
West Virginia
$128K – – –
PFBT
91
Parkside Financial Bank & Trust
Missouri
$123K -$24.5K -400 -17%
CTC
92
Central Trust Company
Missouri
$101K – – –
IF
93
Ironwood Financial
Arizona
$97K – – –
RPG
94
Risk Paradigm Group
Texas
$93.7K -$3.9K -64 -4%
FANJ
95
Financial Architects (New Jersey)
New Jersey
$91K +$1.46K +24 +2%
SF
96
Synovus Financial
Georgia
$80K – – –
WA
97
WFG Advisors
Texas
$74K +$606 +10 +0.8%
BAM
98
Bruderman Asset Management
New York
$67K -$4.26K -70 -6%
Walleye Trading
99
Walleye Trading
New York
$64K +$10.9K +180 +21%
FWM
100
Focused Wealth Management
New York
$62K +$610 +10 +1%
2 3
4
5 6