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iShares US Utilities ETF
IDU

138 hedge funds and large institutions have $191M invested in iShares US Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5.2% more ownership

Funds ownership: 60.68% → 65.88% (+5.2%)

1% more funds holding

Funds holding: 136 → 138 (+2)

2% more capital invested

Capital invested by funds: $188M → $191M (+$3.65M)

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
27
Reduced
49
Closed
11
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
+$787K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$6.39M
2
Jane Street
Jane Street
New York
+$4.77M
3
CWM
Cornerstone Wealth Management
Missouri
+$1.95M
4
VF
Virtu Financial
New York
+$1.42M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.32M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.2M
3
RJA
Raymond James & Associates
Florida
-$1.61M
4
Bank of America
Bank of America
North Carolina
-$1.53M
5
GC
Grimes & Company
Massachusetts
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
76
NTV Asset Management
West Virginia
$227K -$44.7K -700 -17%
MMG
77
Monetary Management Group
Missouri
$224K – – –
SB
78
Suntrust Banks
Georgia
$220K +$213K +3,344 New
IA
79
IFP Advisors
Florida
$218K -$384K -6,014 -65%
SCM
80
Schnieders Capital Management
California
$211K -$6.38K -100 -3%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$209K +$203K +3,172 New
WTB
82
Washington Trust Bank
Washington
$198K – – –
US Bancorp
83
US Bancorp
Minnesota
$194K +$25.5K +400 +16%
William Blair & Company
84
William Blair & Company
Illinois
$193K -$3.19K -50 -2%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$188K -$40.2K -630 -18%
BWA
86
BDO Wealth Advisors
Florida
$177K – – –
SFSIG
87
San Francisco Sentry Investment Group
California
$176K -$317K -4,960 -65%
IWMA
88
Ironwood Wealth Management (Arizona)
Arizona
$170K +$165K +2,584 New
HT
89
Heritage Trust
Oklahoma
$169K – – –
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$161K – – –
MBT
91
Monroe Bank & Trust
Michigan
$127K – – –
BAM
92
Bruderman Asset Management
New York
$122K -$638 -10 -0.5%
CWM
93
Cornerstone Wealth Management
Missouri
$115K +$1.95M +30,584 New
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$113K – – –
CTC
95
Central Trust Company
Missouri
$110K – – –
IF
96
Ironwood Financial
Arizona
$101K – – –
APA
97
American Portfolios Advisors
New York
$94.1K – – –
FHA
98
Flagship Harbor Advisors
Massachusetts
$93K +$90.4K +1,416 New
AF
99
Advisornet Financial
Minnesota
$88K +$14.4K +226 +20%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$84K +$8.43K +132 +12%
2 3
4
5 6

IDU Hedge Fund Activity: Q2 2018 in Review

138 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2018, worth a combined $191M — up 1.9% from $188M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IDU positions and 11 closed out — a net gain of 2 holders — while 27 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.39M. The largest seller was Goldman Sachs, cutting an estimated $6.38M.

  • 138 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2018, up from 136 in Q1 2018.
  • Funds reported $191M of iShares US Utilities ETF stock for Q2 2018, up 1.9% quarter-over-quarter.
  • 13 funds opened new iShares US Utilities ETF positions in Q2 2018 and 11 closed out, a net change of +2 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $6.39M added.
  • The largest iShares US Utilities ETF seller in Q2 2018 was Goldman Sachs, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2018.