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iShares US Utilities ETF
IDU

Overview Fund Activity

129 hedge funds and large institutions have $877M invested in iShares US Utilities ETF in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
129
Holders Change
+27
Holders Change %
+26.47%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.16%
New
38
Increased
46
Reduced
26
Closed
9
Calls
$1.69M
Puts
$1.42M
Net Calls
+$272K
Net Calls Change
+$62K

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
AssetMark Inc
2
AssetMark Inc
California
$90.8M
3
BTS
3
BB&T Securities
Virginia
$87.1M
4
TFA
4
Transamerica Financial Advisors
Florida
$85.2M
5
PI
5
Placemark Investments
Illinois
$40.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.68M
2
HNB
2
Huntington National Bank
Ohio
$568K
3
VF
3
Virtu Financial
New York
$0
4
ICOA
4
Investment Centers of America
North Dakota
$1.45M
5
FAAS
5
First Allied Advisory Services
California
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGPS
101
Gary Goldberg Planning Services
New York
$103K -$1.18K -20 -1%
WA
102
WFG Advisors
Texas
$88K +$6.38K +108 +8%
FWM
103
Focused Wealth Management
New York
$84K +$473 +8 +0.6%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$79K – – –
Walleye Trading
105
Walleye Trading
New York
$78K +$9.13K +154 +13%
SIA
106
Stancorp Investment Advisers
Oregon
$75K +$75K +1,272 New
PIA
107
Peachtree Investment Advisors
Georgia
$72K – – –
SF
108
Synovus Financial
Georgia
$71K – – –
BKA
109
Brick & Kyle Associates
Pennsylvania
$53K +$53K +900 New
BCFS
110
Butensky & Cohen Financial Security
Florida
$46K +$46K +780 New
WEC
111
Winslow Evans & Crocker
Massachusetts
$44.2K – – –
AC
112
Alexandria Capital
Virginia
$40K – – –
CIA
113
Choate Investment Advisors
Massachusetts
$39.6K +$39.6K +670 New
FANJ
114
Financial Architects (New Jersey)
New Jersey
$37K +$37K +622 New
KCM
115
Karp Capital Management
California
$35K +$35K +600 New
RIA
116
Regal Investment Advisors
Michigan
$33K +$1.42K +24 +5%
FFC
117
First Financial Corp
Indiana
$28K -$30.2K -512 -52%
NCM
118
Nelson Capital Management
California
$24K – – –
SSB
119
Sandy Spring Bank
Maryland
$22K – – –
CCS
120
Crosspoint Capital Strategies
California
$13K +$13K +214 New
M
121
MOTCO
Texas
$12K – – –
NFG
122
Next Financial Group
Texas
$11K -$23.2K -400 -68%
TIM
123
Tortoise Investment Management
New York
$9K – – –
PSUF
124
People's United Financial
Connecticut
$6K – – –
CPIG
125
Chicago Partners Investment Group
Illinois
$6K +$6K +100 New
2 3 4
5
6