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iShares US Utilities ETF
IDU

Overview Fund Activity

101 hedge funds and large institutions have $194M invested in iShares US Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 23 closing their positions.

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
25
Increased
21
Reduced
39
Closed
23
Calls
$326K
Puts
$1.61M
Net Calls
-$1.28M
Net Calls Change
-$1.92M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$6.99M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.79M
3
VF
3
Virtu Financial
New York
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.74M
5
DWM
5
Destination Wealth Management
California
$16.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.04M
2
BTS
2
BB&T Securities
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$180K
4
UCFA
4
United Capital Financial Advisors
Texas
$255K
5
NA
5
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
101
People's United Financial
Connecticut
$5K – – –
TWA
102
TCI Wealth Advisors
Arizona
$3K +$3K +70 New
NA
103
Navellier & Associates
Nevada
– -$43.3M -922,204 Closed
AssetMark Inc
104
AssetMark Inc
California
– -$41.9M -891,476 Closed
FSIM
105
F-Squared Investment Management
Massachusetts
– -$22.7M -484,314 Closed
BFA
106
Beaumont Financial Advisors
Massachusetts
– -$14.3M -304,270 Closed
AI
107
Atria Investments
North Carolina
– -$13.9M -295,140 Closed
Fidelity Investments
108
Fidelity Investments
Massachusetts
– -$12.5M -266,796 Closed
SAM
109
Shamrock Asset Management
Texas
– -$12.3M -262,674 Closed
PFS
110
Prospera Financial Services
Texas
– -$9.5M -201,382 Closed
HP
111
HT Partners
Connecticut
– -$9.13M -194,554 Closed
BTS
112
BB&T Securities
Virginia
– -$87.3M -185,978 Closed
WI
113
WrapManager Inc
California
– -$4.81M -102,288 Closed
IFWM
114
Institute for Wealth Management
Colorado
– -$4.77M -101,656 Closed
HFS
115
HL Financial Services
Kentucky
– -$2.83M -60,324 Closed
CWA
116
Constellation Wealth Advisors
New York
– -$2.76M -58,714 Closed
DADC
117
D.A. Davidson & Co
Montana
– -$1.14M -24,384 Closed
HH
118
Hilltop Holdings
Texas
– -$855K -18,204 Closed
CWM
119
Concert Wealth Management
California
– -$364K -7,444 Closed
KFS
120
KMS Financial Services
Washington
– -$246K -5,242 Closed
FA
121
FDx Advisors
Illinois
– -$221K -4,702 Closed
GI
122
Glovista Investments
New Jersey
– -$216K -4,600 Closed
FANJ
123
Financial Architects (New Jersey)
New Jersey
– -$102K -2,178 Closed
PP
124
Palladium Partners
Virginia
– -$19K -400 Closed
EWM
125
Evercore Wealth Management
New York
– -$8K -160 Closed
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