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iShares US Utilities ETF
IDU

Overview Fund Activity

111 hedge funds and large institutions have $178M invested in iShares US Utilities ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-10
Holders Change %
-8.26%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
25
Reduced
49
Closed
18
Calls
$1.3M
Puts
$891K
Net Calls
+$405K
Net Calls Change
-$757K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.17M
2
VF
2
Virtu Financial
New York
$3.55M
3
Goldman Sachs
3
Goldman Sachs
New York
$12.2M
4
HF
4
HRT Financial
New York
$1.47M
5
Citigroup
5
Citigroup
New York
$5.33M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.47M
2
UCFA
2
United Capital Financial Advisors
Texas
$7.52M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.44M
4
CS
4
Credit Suisse
Switzerland
$1.07M
5
Bank of America
5
Bank of America
North Carolina
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCS
101
Crosspoint Capital Strategies
California
$8K – – –
FFC
102
First Financial Corp
Indiana
$8K – – –
TFA
103
Transamerica Financial Advisors
Florida
$5K -$198K -3,652 -98%
PSUF
104
People's United Financial
Connecticut
$5K – – –
CPIG
105
Chicago Partners Investment Group
Illinois
$5K +$300 +6 +6%
LFR
106
Lehman Financial Resources
Pennsylvania
$5K +$5K +100 New
BCM
107
Brookstone Capital Management
Illinois
$4K +$4K +78 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
$3K – – –
AIM
109
Advantage Investment Management
Iowa
$3K – – –
FHC
110
First Heartland Consultants
Missouri
$491 -$21 -404 -4%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 +$2 +34 New
NA
112
Navellier & Associates
Nevada
– -$3.5M -62,608 Closed
VAM
113
Visium Asset Management
New York
– -$2.36M -42,200 Closed
SWM
114
Strategic Wealth Management
Washington
– -$1.87M -33,510 Closed
Creative Planning
115
Creative Planning
Kansas
– -$390K -6,980 Closed
ALA
116
Atherton Lane Advisers
California
– -$305K -5,450 Closed
SWP
117
Stratos Wealth Partners
Ohio
– -$268K -4,824 Closed
M&T Bank
118
M&T Bank
New York
– -$250K -4,464 Closed
CIC
119
Carnegie Investment Counsel
Ohio
– -$204K -3,650 Closed
OC
120
Oarsman Capital
Wisconsin
– -$200K -3,580 Closed
PCM
121
Parsons Capital Management
Rhode Island
– -$51K -910 Closed
FANJ
122
Financial Architects (New Jersey)
New Jersey
– -$36K -638 Closed
IP
123
Investment Partners
Ohio
– -$29K -520 Closed
NFG
124
Next Financial Group
Texas
– -$21K -390 Closed
SSB
125
Sandy Spring Bank
Maryland
– -$21K -374 Closed
2 3 4
5
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