iShares US Utilities ETF
141 hedge funds and large institutions have $309M invested in iShares US Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
14% more capital invested
Capital invested by funds: $270M → $309M (+$38.8M)
13% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 38
4% more funds holding
Funds holding: 136 → 141 (+5)
2.36% less ownership
Funds ownership: 77.4% → 75.03% (-2.4%)
34% less call options, than puts
Call options by funds: $214K | Put options by funds: $325K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.41M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.97M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.29M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.42M |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$5.26M |
| 3 |
Morgan Stanley
New York
|
-$3.72M |
| 4 |
Jane Street
New York
|
-$2.96M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$2.4M |
IDU Hedge Fund Activity: Q2 2017 in Review
141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2017, worth a combined $309M — up 14% from $270M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IDU positions and 9 closed out — a net gain of 8 holders — while 43 added to existing stakes and 38 trimmed.
The largest buyer was Bank of America, adding an estimated $6.41M. The largest seller was Susquehanna International Group, cutting an estimated $6.42M.
- 141 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2017, up from 136 in Q1 2017.
- Funds reported $309M of iShares US Utilities ETF stock for Q2 2017, up 14% quarter-over-quarter.
- 17 funds opened new iShares US Utilities ETF positions in Q2 2017 and 9 closed out, a net change of +8 holders.
- The largest iShares US Utilities ETF buyer in Q2 2017 was Bank of America, an estimated $6.41M added.
- The largest iShares US Utilities ETF seller in Q2 2017 was Susquehanna International Group, an estimated $6.42M sold.
Based on aggregated 13F filings for Q2 2017.