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iShares US Utilities ETF
IDU

Overview Fund Activity

134 hedge funds and large institutions have $368M invested in iShares US Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
41
Reduced
52
Closed
18
Calls
$613K
Puts
–
Net Calls
+$613K
Net Calls Change
+$724K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$60M
2
PFG
2
Piershale Financial Group
Illinois
$11.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.63M
4
NA
4
Navellier & Associates
Nevada
$3.67M
5
AI
5
Atria Investments
North Carolina
$3.58M

Top Sellers

1
Citigroup
1
Citigroup
New York
$127K
2
Wells Fargo
2
Wells Fargo
California
$10.8M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
GC
4
Grimes & Company
Massachusetts
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$369K -$7.83K -118 -2%
CAL
77
Capital Advisors Ltd
Ohio
$358K – – –
CAN
78
Cetera Advisor Networks
California
$322K +$43.7K +654 +16%
SS
79
Simplicity Solutions
Minnesota
$317K -$37.1K -558 -10%
NCM
80
Narwhal Capital Management
Georgia
$306K – – –
NSIM
81
North Star Investment Management
Illinois
$301K -$19.9K -300 -6%
JIC
82
Johnson Investment Counsel
Ohio
$289K +$10.1K +152 +4%
BAS
83
Brown Advisory Securities
Maryland
$283K – – –
NAM
84
NTV Asset Management
West Virginia
$275K – – –
KTA
85
Keeley-Teton Advisors
Illinois
$268K -$7.3K -110 -3%
CB
86
Commerce Bank
Missouri
$255K -$11.1K -168 -4%
BWA
87
BDO Wealth Advisors
Florida
$249K – – –
M&T Bank
88
M&T Bank
New York
$247K -$112K -1,688 -31%
FTS
89
Fifth Third Securities
Ohio
$247K +$2.39K +36 +1%
HCMT
90
Highland Capital Management (Tennessee)
Tennessee
$241K -$53.8K -810 -18%
AFP
91
Ausdal Financial Partners
Iowa
$228K -$52.2K -786 -19%
MMG
92
Monetary Management Group
Missouri
$226K – – –
SCM
93
Schnieders Capital Management
California
$213K – – –
ACP
94
Aveo Capital Partners
Colorado
$213K +$213K +3,210 New
FWM
95
Frontier Wealth Management
Missouri
$205K -$133K -2,000 -39%
WTB
96
Washington Trust Bank
Washington
$199K +$199K +3,000 New
IWMA
97
Ironwood Wealth Management (Arizona)
Arizona
$176K +$176K +2,648 New
HT
98
Heritage Trust
Oklahoma
$170K – – –
US Bancorp
99
US Bancorp
Minnesota
$168K +$7.56K +114 +5%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$156K -$6.11K -92 -4%
2 3
4
5 6