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iShares US Utilities ETF
IDU

Overview Fund Activity

120 hedge funds and large institutions have $769M invested in iShares US Utilities ETF in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+22
Holders Change %
+22.45%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.2%
New
32
Increased
42
Reduced
31
Closed
10
Calls
$746K
Puts
$390K
Net Calls
+$356K
Net Calls Change
+$116K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$84.8M
2
AssetMark Inc
2
AssetMark Inc
California
$78.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$70M
4
TFA
4
Transamerica Financial Advisors
Florida
$49.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$56.7M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$510K
2
Citigroup
2
Citigroup
New York
$250K
3
LIA
3
LBMC Investment Advisors
Tennessee
$9.41M
4
HNB
4
Huntington National Bank
Ohio
$5.56M
5
AIP
5
Ameritas Investment Partners
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$106K +$4K +72 +4%
GGPS
102
Gary Goldberg Planning Services
New York
$103K -$6.68K -120 -6%
WA
103
WFG Advisors
Texas
$101K +$24.6K +442 +32%
FWM
104
Focused Wealth Management
New York
$78K +$444 +8 +0.6%
SF
105
Synovus Financial
Georgia
$67K +$67K +1,200 New
FFC
106
First Financial Corp
Indiana
$62K -$4.45K -80 -7%
AC
107
Alexandria Capital
Virginia
$38K -$1.68K -30 -4%
CIA
108
Choate Investment Advisors
Massachusetts
$37.3K – – –
RIA
109
Regal Investment Advisors
Michigan
$34K +$4.25K +76 +14%
Deutsche Bank
110
Deutsche Bank
Germany
$33K +$33K +600 New
FANJ
111
Financial Architects (New Jersey)
New Jersey
$25K +$25K +446 New
ACM
112
Antonetti Capital Management
Florida
$24K – – –
NCM
113
Nelson Capital Management
California
$22K +$22K +400 New
PSI
114
Pinnacle Summer Investments
Virginia
$18K – – –
M
115
MOTCO
Texas
$11K – – –
TIM
116
Tortoise Investment Management
New York
$9K – – –
M&T Bank
117
M&T Bank
New York
$7K – – –
PSUF
118
People's United Financial
Connecticut
$6K – – –
BRWM
119
B. Riley Wealth Management
Tennessee
$2K – – –
CG
120
Colony Group
Massachusetts
$2K +$2K +32 New
HR
121
Howe & Rusling
New York
$2K +$2K +42 New
AIP
122
Ameritas Investment Partners
Nebraska
– -$2.81M -54,000 Closed
AP
123
Advisors Preferred
Maryland
– -$1.7M -32,700 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
– -$813K -15,600 Closed
KAM
125
Keeley Asset Management
Illinois
– -$729K -14,002 Closed
2 3 4
5
6