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iShares US Utilities ETF
IDU

101 hedge funds and large institutions have $842M invested in iShares US Utilities ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $586M → $842M (+$256M)

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

9.2% more ownership

Funds ownership: 116.36% → 125.57% (+9.2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 102 → 101 (-1)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
15
Increased
39
Reduced
33
Closed
14
Calls
$638K
Puts
–
Net Calls
+$638K
Net Calls Change
-$667K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$50.6M
2
Goldman Sachs
Goldman Sachs
New York
+$35.9M
3
NA
Navellier & Associates
Nevada
+$35.1M
4
SG Americas Securities
SG Americas Securities
New York
+$27.4M
5
PI
Placemark Investments
Illinois
+$15M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$37.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.87M
3
Bank of America
Bank of America
North Carolina
-$6.63M
4
CP
Corbenic Partners
Pennsylvania
-$3.77M
5
PVH
Psagot Value Holdings
Israel
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
101
Mariner Wealth Advisors (Madison)
Kansas
$6K +$5.84K +122 New
PSUF
102
People's United Financial
Connecticut
$5K – – –
CP
103
Corbenic Partners
Pennsylvania
– -$3.77M -79,694 Closed
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
– -$3.06K -64,780 Closed
ASN
105
Advisory Services Network
Georgia
– -$1.83M -38,502 Closed
CS
106
Credit Suisse
Switzerland
– -$1.5M -31,640 Closed
RJFSA
107
Raymond James Financial Services Advisors
Florida
– -$1.32M -27,882 Closed
VFS
108
VSR Financial Services
Kansas
– -$625K -13,220 Closed
VWM
109
Valley Wealth Managers
New Jersey
– -$202K -4,276 Closed
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
– -$180K -3,816 Closed
Bessemer Group
111
Bessemer Group
New Jersey
– -$80K -1,684 Closed
SMA
112
Simply Money Advisors
Ohio
– -$56K -1,174 Closed
Deutsche Bank
113
Deutsche Bank
Germany
– -$18K -400 Closed
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -312 Closed
Barclays
115
Barclays
United Kingdom
– -$14K -300 Closed
SPL
116
Smart Portfolios LLC
Washington
– -$671 -14 Closed
1 2 3 4
5

IDU Hedge Fund Activity: Q3 2013 in Review

101 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2013, worth a combined $842M — up 44% from $586M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IDU positions and 14 closed out — a net gain of 1 holder — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Ameriprise, adding an estimated $50.6M. The largest seller was Beaumont Financial Advisors, cutting an estimated $37.6M.

  • 101 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2013, down from 102 in Q2 2013.
  • Funds reported $842M of iShares US Utilities ETF stock for Q3 2013, up 44% quarter-over-quarter.
  • 15 funds opened new iShares US Utilities ETF positions in Q3 2013 and 14 closed out, a net change of +1 holder.
  • The largest iShares US Utilities ETF buyer in Q3 2013 was Ameriprise, an estimated $50.6M added.
  • The largest iShares US Utilities ETF seller in Q3 2013 was Beaumont Financial Advisors, an estimated $37.6M sold.

Based on aggregated 13F filings for Q3 2013.