iShares US Utilities ETF
188 hedge funds and large institutions have $299M invested in iShares US Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 19 closing their positions.
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
1% more funds holding
Funds holding: 187 → 188 (+1)
0% more capital invested
Capital invested by funds: $299M → $299M (+$193K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.03% less ownership
Funds ownership: 38.26% → 37.23% (-1%)
34% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$6.79M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.35M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.17M |
| 5 |
Goldman Sachs
New York
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$12.3M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$2.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.94M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.82M |
IDU Hedge Fund Activity: Q1 2021 in Review
188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2021, worth a combined $299M — up 0.06% from $299M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IDU positions and 19 closed out — a net gain of 5 holders — while 42 added to existing stakes and 64 trimmed.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $6.79M. The largest seller was Bank of New York Mellon, cutting an estimated $12.3M.
- 188 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2021, up from 187 in Q4 2020.
- Funds reported $299M of iShares US Utilities ETF stock for Q1 2021, up 0.06% quarter-over-quarter.
- 24 funds opened new iShares US Utilities ETF positions in Q1 2021 and 19 closed out, a net change of +5 holders.
- The largest iShares US Utilities ETF buyer in Q1 2021 was Cardan Capital Partners, an estimated $6.79M added.
- The largest iShares US Utilities ETF seller in Q1 2021 was Bank of New York Mellon, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2021.