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iShares US Utilities ETF
IDU

Overview Fund Activity

166 hedge funds and large institutions have $376M invested in iShares US Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
49
Reduced
37
Closed
19
Calls
$1.45M
Puts
$1.09M
Net Calls
+$361K
Net Calls Change
+$36K

Top Buyers

1
BlackRock
1
BlackRock
New York
$21.4M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.56M
3
Ameriprise
3
Ameriprise
Minnesota
$9.99M
4
KFS
4
Kelly Financial Services
Massachusetts
$5.09M
5
SPC
5
Sigma Planning Corp
Michigan
$5.12M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$18.6M
3
TRCT
3
Tower Research Capital (TRC)
New York
$30K
4
SGI
4
Summit Global Investments
Utah
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$459K -$1.2M -15,948 -72%
OC
77
Oppenheimer & Co
New York
$451K -$24.7K -328 -5%
FWIA
78
Fort Washington Investment Advisors
Ohio
$445K – – –
PCG
79
Private Capital Group
Connecticut
$439K -$4.79K -72 -1%
Prudential Financial
80
Prudential Financial
New Jersey
$415K -$13.6K -180 -3%
CCA
81
Clearwater Capital Advisors
Illinois
$406K – – –
NSIM
82
North Star Investment Management
Illinois
$402K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$402K +$3.17K +42 +0.8%
APA
84
American Portfolios Advisors
New York
$388K +$325K +4,316 +523%
CAN
85
Cetera Advisor Networks
California
$384K -$1.1M -14,506 -74%
CWS
86
Cypress Wealth Services
California
$383K – – –
IBOK
87
Independence Bank of Kentucky
Kentucky
$378K +$52.7K +700 +16%
WPSG
88
Wealth & Pension Services Group
Georgia
$369K – – –
AWM
89
Altium Wealth Management
New York
$366K – – –
SWP
90
Stratos Wealth Partners
Ohio
$352K – – –
BW
91
Bison Wealth
Georgia
$344K +$116K +1,540 +51%
CAL
92
Capital Advisors Ltd
Ohio
$318K -$87.2K -1,158 -22%
BAS
93
Brown Advisory Securities
Maryland
$317K – – –
GIA
94
Gladstone Institutional Advisory
Florida
$314K +$314K +4,164 New
KTA
95
Keeley-Teton Advisors
Illinois
$305K – – –
PIMG
96
Patriot Investment Management Group
Tennessee
$288K – – –
AWM
97
AE Wealth Management
Kansas
$276K +$276K +3,662 New
SB
98
Suntrust Banks
Georgia
$269K -$2.3K -32 -0.8%
M&T Bank
99
M&T Bank
New York
$269K – – –
BWA
100
BDO Wealth Advisors
Florida
$261K +$3.77K +50 +1%
2 3
4
5 6