We are live on ! Find out more
IDU icon

iShares US Utilities ETF

224 hedge funds and large institutions have $427M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

7% more funds holding

Funds holding: 210224 (+14)

6% more capital invested

Capital invested by funds: $404M → $427M (+$22.8M)

1.2% more ownership

Funds ownership: 41.83%43.03% (+1.2%)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
70
Reduced
53
Closed
13
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$630K +$4.33K +49 +0.7%
NSIM
77
North Star Investment Management
Illinois
$617K +$12.9K +146 +2%
EH
78
Equitable Holdings
New York
$609K -$48.7K -551 -7%
MA
79
Mutual Advisors
Nebraska
$600K +$9.54K +108 +2%
DADC
80
D.A. Davidson & Co
Montana
$593K -$3.8K -43 -0.6%
NF
81
Nikulski Financial
Iowa
$593K +$612K +6,929 New
IBOK
82
Independence Bank of Kentucky
Kentucky
$587K -$57.9K -655 -9%
PPW
83
Pinnacle Private Wealth
Massachusetts
$584K -$21.6K -244 -3%
GWM
84
Geneos Wealth Management
Colorado
$584K
GPA
85
Garrison Point Advisors
California
$574K -$14.1K -160 -2%
TRCT
86
Tower Research Capital (TRC)
New York
$566K +$536K +6,066 +1,091%
KAS
87
Kestra Advisory Services
Texas
$562K -$1.26M -14,297 -69%
MCM
88
Murphy Capital Management
New Jersey
$536K
SAS
89
Sanford Advisory Services
Michigan
$521K +$35.9K +406 +7%
FHC
90
First Heartland Consultants
Missouri
$489K +$177 +2 +0%
AWA
91
Arkadios Wealth Advisors
Georgia
$483K +$225K +2,546 +82%
Allspring Global Investments
92
Allspring Global Investments
North Carolina
$479K
WMA
93
Wealth Management Associates
New Jersey
$474K +$23.5K +266 +5%
FMB
94
Field & Main Bank
Kentucky
$463K -$6.63K -75 -1%
FWIA
95
Fort Washington Investment Advisors
Ohio
$450K -$8.84K -100 -2%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$441K +$41.8K +473 +10%
BW
97
Bison Wealth
Georgia
$430K -$5.66K -64 -1%
JWCA
98
J.W. Cole Advisors
Florida
$418K -$3.27K -37 -0.8%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$416K +$32.3K +365 +8%
IP
100
Intellectus Partners
California
$410K -$43K -487 -9%

IDU Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2022, worth a combined $427M — up 5.6% from $404M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDU positions and 13 closed out — a net gain of 14 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $7.98M. The largest seller was Destination Wealth Management, cutting an estimated $2.85M.

  • 224 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2022, up from 210 in Q1 2022.
  • Funds reported $427M of iShares US Utilities ETF stock for Q2 2022, up 5.6% quarter-over-quarter.
  • 27 funds opened new iShares US Utilities ETF positions in Q2 2022 and 13 closed out, a net change of +14 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $7.98M added.
  • The largest iShares US Utilities ETF seller in Q2 2022 was Destination Wealth Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2022.