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iShares US Utilities ETF
IDU

Overview Fund Activity

159 hedge funds and large institutions have $324M invested in iShares US Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
50
Reduced
37
Closed
14
Calls
$1.12M
Puts
$795K
Net Calls
+$325K
Net Calls Change
-$158K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35.2M
2
MWM
2
MinichMacGregor Wealth Management
New York
$11.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.76M
4
AG
4
Advisor Group
Arizona
$7.91M
5
Wells Fargo
5
Wells Fargo
California
$22.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.67M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.48M
5
PFS
5
Prospera Financial Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$390K +$7.37K +100 +2%
CWS
77
Cypress Wealth Services
California
$374K – – –
WPSG
78
Wealth & Pension Services Group
Georgia
$360K +$360K +4,894 New
AWM
79
Altium Wealth Management
New York
$358K – – –
SWP
80
Stratos Wealth Partners
Ohio
$344K +$38.1K +518 +12%
IBOK
81
Independence Bank of Kentucky
Kentucky
$318K +$21.4K +290 +7%
BAS
82
Brown Advisory Securities
Maryland
$309K -$4.86K -66 -2%
KTA
83
Keeley-Teton Advisors
Illinois
$298K – – –
PIMG
84
Patriot Investment Management Group
Tennessee
$282K +$282K +3,830 New
Wolverine Trading
85
Wolverine Trading
Illinois
$282K +$282K +3,832 New
WA
86
Wealthstar Advisors
Texas
$274K – – –
SB
87
Suntrust Banks
Georgia
$271K +$31.4K +436 +13%
M&T Bank
88
M&T Bank
New York
$264K +$264K +3,580 New
NAM
89
NTV Asset Management
West Virginia
$253K – – –
BWA
90
BDO Wealth Advisors
Florida
$251K +$36.8K +500 +17%
HT
91
Heritage Trust
Oklahoma
$247K +$58.8K +800 +31%
CB
92
Commerce Bank
Missouri
$245K – – –
SCM
93
Schnieders Capital Management
California
$232K -$3.68K -50 -2%
MAFM
94
Mid Atlantic Financial Management
Pennsylvania
$223K -$51K -692 -19%
BW
95
Bison Wealth
Georgia
$223K +$223K +3,026 New
WTB
96
Washington Trust Bank
Washington
$221K – – –
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$218K +$51.4K +1,312 +31%
CFGS
98
Concourse Financial Group Securities
Alabama
$211K +$133K +1,810 +170%
US Bancorp
99
US Bancorp
Minnesota
$183K – – –
IWMA
100
Ironwood Wealth Management (Arizona)
Arizona
$178K -$10.7K -146 -6%
2 3
4
5 6