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iShares US Utilities ETF
IDU

Overview Fund Activity

150 hedge funds and large institutions have $283M invested in iShares US Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
150
Holders Change
+15
Holders Change %
+11.11%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
30
Increased
48
Reduced
28
Closed
13
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
-$509K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$34.5M
2
GC
2
Grimes & Company
Massachusetts
$12.7M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
Bank of America
4
Bank of America
North Carolina
$14.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.62M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$1.53M
3
TRCT
3
Tower Research Capital (TRC)
New York
$15K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.87M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Altium Wealth Management
New York
$326K 2,427 – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$285K 2,124 +907 +75%
BAS
78
Brown Advisory Securities
Maryland
$280K 2,133 – –
SWP
79
Stratos Wealth Partners
Ohio
$279K 2,078 – –
KTA
80
Keeley-Teton Advisors
Illinois
$271K 2,020 – –
IBOK
81
Independence Bank of Kentucky
Kentucky
$270K 2,014 +105 +6%
MAFM
82
Mid Atlantic Financial Management
Pennsylvania
$249K 1,858 +1,858 New
WA
83
Wealthstar Advisors
Texas
$248K 1,857 – –
Goldman Sachs
84
Goldman Sachs
New York
$239K 1,779 – –
NAM
85
NTV Asset Management
West Virginia
$231K 1,720 – –
CB
86
Commerce Bank
Missouri
$223K 1,659 -50 -3%
SB
87
Suntrust Banks
Georgia
$223K 1,666 -7 -0.4%
SCM
88
Schnieders Capital Management
California
$214K 1,600 – –
WTB
89
Washington Trust Bank
Washington
$201K 1,500 – –
BWA
90
BDO Wealth Advisors
Florida
$195K 1,455 – –
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$177K 1,327 – –
IWMA
92
Ironwood Wealth Management (Arizona)
Arizona
$172K 1,283 -9 -0.7%
HT
93
Heritage Trust
Oklahoma
$172K 1,279 – –
US Bancorp
94
US Bancorp
Minnesota
$167K 1,241 -11 -0.9%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$166K 1,239 +213 +21%
William Blair & Company
96
William Blair & Company
Illinois
$151K 1,125 – –
SFSIG
97
San Francisco Sentry Investment Group
California
$148K 1,100 – –
BAM
98
Bruderman Asset Management
New York
$136K 1,013 -7 -0.7%
IA
99
IFP Advisors
Florida
$133K 996 -118 -11%
FANJ
100
Financial Architects (New Jersey)
New Jersey
$133K 990 +407 +70%
2 3
4
5 6