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iShares US Utilities ETF
IDU

Overview Fund Activity

102 hedge funds and large institutions have $281M invested in iShares US Utilities ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-18
Holders Change %
-15%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.03%
New
13
Increased
24
Reduced
46
Closed
31
Calls
$463K
Puts
$253K
Net Calls
+$210K
Net Calls Change
-$146K

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$13M
2
CS
2
Credit Suisse
Switzerland
$3.64M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.3M
5
RJA
5
Raymond James & Associates
Florida
$2.19M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
AssetMark Inc
2
AssetMark Inc
California
$17K
3
FSIM
3
F-Squared Investment Management
Massachusetts
$0
4
TFA
4
Transamerica Financial Advisors
Florida
$10K
5
PI
5
Placemark Investments
Illinois
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
101
Tortoise Investment Management
New York
$8K – – –
BFEC
102
Benjamin F. Edwards & Company
Missouri
$5K -$396K -7,286 -99%
PSUF
103
People's United Financial
Connecticut
$5K – – –
FSIM
104
F-Squared Investment Management
Massachusetts
– -$70M -1,257,800 Closed
SAM
105
Shamrock Asset Management
Texas
– -$16.7M -299,408 Closed
PFS
106
Prospera Financial Services
Texas
– -$15.1M -270,280 Closed
QA
107
Quantitative Advantage
Minnesota
– -$13.2M -237,890 Closed
HP
108
HT Partners
Connecticut
– -$11.2M -206,234 Closed
ACM
109
Aviance Capital Management
Florida
– -$11.5M -205,952 Closed
AI
110
Atria Investments
North Carolina
– -$11.1M -199,598 Closed
BTS
111
BB&T Securities
Virginia
– -$84.8M -152,348 Closed
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
– -$4.45M -80,000 Closed
BCM
113
Brookstone Capital Management
Illinois
– -$2.61M -46,848 Closed
SCP
114
Syntal Capital Partners
Texas
– -$1.23M -23,650 Closed
SC
115
Scotia Capital
Ontario, Canada
– -$1.18M -21,262 Closed
HH
116
Hilltop Holdings
Texas
– -$1.06M -19,112 Closed
CWA
117
Constellation Wealth Advisors
New York
– -$898K -16,124 Closed
SPL
118
Smart Portfolios LLC
Washington
– -$671K -14,178 Closed
CIBC World Market
119
CIBC World Market
Ontario, Canada
– -$772K -13,872 Closed
FA
120
FDx Advisors
Illinois
– -$641K -11,504 Closed
CIM
121
Confluence Investment Management
Missouri
– -$563K -10,108 Closed
CWM
122
Concert Wealth Management
California
– -$439K -8,200 Closed
MC
123
Moors & Cabot
Massachusetts
– -$408K -7,386 Closed
KFS
124
KMS Financial Services
Washington
– -$314K -5,644 Closed
BRWA
125
B. Riley Wealth Advisors
Florida
– -$233K -4,190 Closed
2 3 4
5
6