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iShares US Utilities ETF
IDU

Overview Fund Activity

164 hedge funds and large institutions have $395M invested in iShares US Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
47
Reduced
48
Closed
15
Calls
$1.39M
Puts
$261K
Net Calls
+$1.13M
Net Calls Change
+$767K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.25M
2
KFS
2
Kelly Financial Services
Massachusetts
$10.2M
3
IMC Chicago
3
IMC Chicago
Illinois
$4.5M
4
Bank of America
4
Bank of America
North Carolina
$45.5M
5
LPL Financial
5
LPL Financial
California
$19.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
SBH
2
Segall Bryant & Hamill
Illinois
$0
3
AG
3
Advisor Group
Arizona
$6.03M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
76
Private Capital Group
Connecticut
$543K +$5.86K +72 +1%
OC
77
Oppenheimer & Co
New York
$488K +$326 +4 +0.1%
FWIA
78
Fort Washington Investment Advisors
Ohio
$480K – – –
IWM
79
IHT Wealth Management
Illinois
$475K +$475K +5,830 New
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$467K +$32.9K +404 +8%
CCA
81
Clearwater Capital Advisors
Illinois
$439K – – –
NSIM
82
North Star Investment Management
Illinois
$434K – – –
CA
83
Calton & Associates
Florida
$433K +$433K +5,320 New
Prudential Financial
84
Prudential Financial
New Jersey
$428K -$20K -246 -4%
IBOK
85
Independence Bank of Kentucky
Kentucky
$427K +$18.7K +230 +5%
CAL
86
Capital Advisors Ltd
Ohio
$425K +$140K +2,070 +49%
APA
87
American Portfolios Advisors
New York
$423K +$3.91K +48 +0.9%
CWS
88
Cypress Wealth Services
California
$414K – – –
HIS
89
Harvest Investment Services
Illinois
$408K -$111K -1,374 -21%
BW
90
Bison Wealth
Georgia
$392K +$20.3K +250 +5%
AWM
91
Altium Wealth Management
New York
$379K -$16.3K -200 -4%
SWP
92
Stratos Wealth Partners
Ohio
$377K -$4.08K -50 -1%
Jane Street
93
Jane Street
New York
$345K -$2.47M -30,288 -88%
BAS
94
Brown Advisory Securities
Maryland
$342K – – –
KTA
95
Keeley-Teton Advisors
Illinois
$329K – – –
GIA
96
Gladstone Institutional Advisory
Florida
$313K -$26.4K -324 -8%
PIMG
97
Patriot Investment Management Group
Tennessee
$309K – – –
M&T Bank
98
M&T Bank
New York
$292K – – –
Baird Financial Group
99
Baird Financial Group
Wisconsin
$281K +$281K +3,448 New
NAM
100
NTV Asset Management
West Virginia
$280K – – –
2 3
4
5 6