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iShares US Utilities ETF
IDU

186 hedge funds and large institutions have $453M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

134.28% more ownership

Funds ownership: 37.23% → 171.51% (+134%)

52% more capital invested

Capital invested by funds: $299M → $453M (+$155M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 188 → 186 (-2)

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
60
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
+$1.09B
2
CWM
Connecticut Wealth Management
Connecticut
+$2.3M
3
TRCT
Tower Research Capital (TRC)
New York
+$1.65M
4
Bank of America
Bank of America
North Carolina
+$1.44M
5
PCH
PGIM Custom Harvest
New Jersey
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.88M
2
IMC Chicago
IMC Chicago
Illinois
-$3.43M
3
LPL Financial
LPL Financial
California
-$1.33M
4
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$875K
5
BWA
Beam Wealth Advisors
Louisiana
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
76
Field & Main Bank
Kentucky
$473K -$25.5K -315 -5%
FHC
77
First Heartland Consultants
Missouri
$464K +$243 +3 +0.1%
FWIA
78
Fort Washington Investment Advisors
Ohio
$452K – – –
WI
79
WBI Investments
New Jersey
$449K -$228K -2,815 -33%
BCM
80
Brookstone Capital Management
Illinois
$445K +$452K +5,574 New
CPSC
81
Carl P. Sherr & Co
Massachusetts
$431K -$123K -1,513 -22%
KPW
82
Kore Private Wealth
New York
$423K +$437K +5,393 New
BW
83
Bison Wealth
Georgia
$412K +$8.19K +101 +2%
AAS
84
Avantax Advisory Services
Texas
$412K +$36.6K +451 +9%
SAS
85
Sanford Advisory Services
Michigan
$410K +$13.9K +171 +3%
BFS
86
Bard Financial Services
Connecticut
$369K – – –
MAS
87
Madden Advisory Services
Florida
$365K – – –
JWCA
88
J.W. Cole Advisors
Florida
$359K +$243 +3 +0.1%
CAL
89
Capital Advisors Ltd
Ohio
$332K – – –
WCG
90
Weaver Consulting Group
California
$331K -$28.5K -352 -8%
BAS
91
Brown Advisory Securities
Maryland
$330K – – –
JIP
92
Jaffetilchin Investment Partners
Florida
$317K – – –
CCA
93
Clearwater Capital Advisors
Illinois
$301K – – –
WA
94
Wealthstar Advisors
Texas
$289K +$296K +3,656 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$283K -$12.7K -157 -4%
SWP
96
Stratos Wealth Partners
Ohio
$273K +$2.35K +29 +0.8%
TP
97
Tranquility Partners
Tennessee
$270K -$244K -3,015 -47%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$259K +$7.54K +93 +3%
CAN
99
Cetera Advisor Networks
California
$255K +$263K +3,247 New
MC
100
Moors & Cabot
Massachusetts
$251K +$259K +3,198 New
2 3
4
5 6

IDU Hedge Fund Activity: Q2 2021 in Review

186 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2021, worth a combined $453M — up 52% from $299M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IDU and 15 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 60 added.

The largest buyer was Kelly Financial Services, adding an estimated $1.09B. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.88M.

  • 186 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $453M of iShares US Utilities ETF stock for Q2 2021, up 52% quarter-over-quarter.
  • 15 funds opened new iShares US Utilities ETF positions in Q2 2021 and 16 closed out, a net change of -1 holder.
  • The largest iShares US Utilities ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $1.09B added.
  • The largest iShares US Utilities ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2021.