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iShares US Utilities ETF
IDU

Overview Fund Activity

135 hedge funds and large institutions have $185M invested in iShares US Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 22 closing their positions.

Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
48
Closed
22
Calls
$688K
Puts
$433K
Net Calls
+$255K
Net Calls Change
-$452K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$8.17M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.19M
3
DWM
3
Destination Wealth Management
California
$36M
4
Citadel Advisors
4
Citadel Advisors
Florida
$860K
5
TFF
5
The Family Firm
Maryland
$1.68M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.44M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Bank of America
4
Bank of America
North Carolina
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Wealthstar Advisors
Texas
$237K +$237K +3,714 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$222K -$142K -2,236 -39%
MMG
78
Monetary Management Group
Missouri
$217K – – –
SCM
79
Schnieders Capital Management
California
$210K +$6.36K +100 +3%
WTB
80
Washington Trust Bank
Washington
$191K – – –
William Blair & Company
81
William Blair & Company
Illinois
$190K +$190K +2,980 New
BWA
82
BDO Wealth Advisors
Florida
$171K -$64.2K -1,010 -27%
HT
83
Heritage Trust
Oklahoma
$163K – – –
US Bancorp
84
US Bancorp
Minnesota
$161K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$155K -$56.2K -882 -27%
MBT
86
Monroe Bank & Trust
Michigan
$123K – – –
Citigroup
87
Citigroup
New York
$122K – – –
BAM
88
Bruderman Asset Management
New York
$118K +$118K +1,852 New
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$107K – – –
CTC
90
Central Trust Company
Missouri
$106K – – –
FANJ
91
Financial Architects (New Jersey)
New Jersey
$99K +$766 +12 +0.8%
IF
92
Ironwood Financial
Arizona
$98K – – –
APA
93
American Portfolios Advisors
New York
$90.9K -$157K -2,464 -63%
SF
94
Synovus Financial
Georgia
$76K +$76K +1,200 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$73K +$19.2K +300 +36%
AF
96
Advisornet Financial
Minnesota
$71K +$32.6K +508 +85%
WIM
97
Westside Investment Management
California
$68.2K +$6.44K +102 +10%
CAC
98
Certified Advisory Corp
Florida
$53K +$504 +8 +1%
APP
99
Avantax Planning Partners
Iowa
$52K +$52K +820 New
BA
100
Ballew Advisors
Mississippi
$51K +$51K +800 New
2 3
4
5 6