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iShares US Utilities ETF
IDU

160 hedge funds and large institutions have $326M 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

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

41% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $795K

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

14% more capital invested

Capital invested by funds: $286M → $326M (+$40.7M)

6% more funds holding

Funds holding: 151 → 160 (+9)

4.27% more ownership

Funds ownership: 78.3% → 82.57% (+4.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
3.46%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.9M
2
MWM
MinichMacGregor Wealth Management
New York
+$10.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.51M
4
AG
Advisor Group
Arizona
+$5.11M
5
Wells Fargo
Wells Fargo
California
+$5.03M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$34.6M
2
MIS
Morningstar Investment Services
Illinois
-$8.91M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.16M
4
PFS
Prospera Financial Services
Texas
-$2.47M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
76
North Star Investment Management
Illinois
$392K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$390K +$7.05K +100 +2%
CWS
78
Cypress Wealth Services
California
$374K – – –
WPSG
79
Wealth & Pension Services Group
Georgia
$360K +$345K +4,894 New
AWM
80
Altium Wealth Management
New York
$358K – – –
SWP
81
Stratos Wealth Partners
Ohio
$344K +$36.5K +518 +12%
IBOK
82
Independence Bank of Kentucky
Kentucky
$318K +$20.5K +290 +7%
BAS
83
Brown Advisory Securities
Maryland
$309K -$4.66K -66 -2%
KTA
84
Keeley-Teton Advisors
Illinois
$298K – – –
PIMG
85
Patriot Investment Management Group
Tennessee
$282K +$270K +3,830 New
Wolverine Trading
86
Wolverine Trading
Illinois
$282K +$270K +3,832 New
WA
87
Wealthstar Advisors
Texas
$274K – – –
SB
88
Suntrust Banks
Georgia
$271K +$30.7K +436 +13%
M&T Bank
89
M&T Bank
New York
$264K +$252K +3,580 New
NAM
90
NTV Asset Management
West Virginia
$253K – – –
BWA
91
BDO Wealth Advisors
Florida
$251K +$35.3K +500 +17%
HT
92
Heritage Trust
Oklahoma
$247K +$56.4K +800 +31%
CB
93
Commerce Bank
Missouri
$245K – – –
SCM
94
Schnieders Capital Management
California
$232K -$3.53K -50 -2%
MAFM
95
Mid Atlantic Financial Management
Pennsylvania
$223K -$48.8K -692 -19%
BW
96
Bison Wealth
Georgia
$223K +$213K +3,026 New
WTB
97
Washington Trust Bank
Washington
$221K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$218K +$92.5K +1,312 +31%
CFGS
99
Concourse Financial Group Securities
Alabama
$211K +$128K +1,810 +170%
US Bancorp
100
US Bancorp
Minnesota
$183K – – –
2 3
4
5 6

IDU Hedge Fund Activity: Q1 2019 in Review

160 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2019, worth a combined $326M — up 14% from $286M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IDU positions and 14 closed out — a net gain of 12 holders — while 50 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $18.9M. The largest seller was JP Morgan Chase, cutting an estimated $34.6M.

  • 160 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2019, up from 151 in Q4 2018.
  • Funds reported $326M of iShares US Utilities ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 26 funds opened new iShares US Utilities ETF positions in Q1 2019 and 14 closed out, a net change of +12 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2019 was Bank of America, an estimated $18.9M added.
  • The largest iShares US Utilities ETF seller in Q1 2019 was JP Morgan Chase, an estimated $34.6M sold.

Based on aggregated 13F filings for Q1 2019.