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iShares US Utilities ETF
IDU

Overview Fund Activity

136 hedge funds and large institutions have $545M invested in iShares US Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
23
Increased
47
Reduced
38
Closed
17
Calls
$1.77M
Puts
$486K
Net Calls
+$1.29M
Net Calls Change
-$423K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17M
2
DWM
2
Destination Wealth Management
California
$30.6M
3
NA
3
Navellier & Associates
Nevada
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
FIG
5
FundX Investment Group
California
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.6M
2
AssetMark Inc
2
AssetMark Inc
California
$64.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.83M
4
CS
4
Credit Suisse
Switzerland
$6.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$176K +$16.8K +256 +11%
AIM
102
Advantage Investment Management
Iowa
$170K +$170K +2,586 New
JIR
103
James Investment Research
Ohio
$152K – – –
PFBT
104
Parkside Financial Bank & Trust
Missouri
$151K +$26.3K +400 +21%
ANBT
105
American National Bank & Trust
Texas
$131K +$131K +2,000 New
MMG
106
Monetary Management Group
Missouri
$118K +$118K +1,800 New
RPG
107
Risk Paradigm Group
Texas
$105K – – –
IF
108
Ironwood Financial
Arizona
$105K -$13.2K -200 -11%
FANJ
109
Financial Architects (New Jersey)
New Jersey
$97K +$790 +12 +0.8%
SF
110
Synovus Financial
Georgia
$87K +$7.67K +116 +10%
BAM
111
Bruderman Asset Management
New York
$81K -$8.49K -130 -9%
WA
112
WFG Advisors
Texas
$79K -$13K -198 -14%
Walleye Trading
113
Walleye Trading
New York
$67K +$67K +1,016 New
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$66K -$19.8K -300 -23%
FWM
115
Focused Wealth Management
New York
$66K +$397 +6 +0.6%
SBL
116
Sargent Bickham Lagudis
Colorado
$65K – – –
DADC
117
D.A. Davidson & Co
Montana
$53K -$2.61K -40 -5%
MFW
118
Mosaic Family Wealth
Missouri
$47K +$132 +2 +0.3%
BKA
119
Brick & Kyle Associates
Pennsylvania
$46K – – –
AC
120
Alexandria Capital
Virginia
$45K – – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$40K +$40K +616 New
MA
122
MCF Advisors
Kentucky
$31K +$31K +476 New
WEC
123
Winslow Evans & Crocker
Massachusetts
$30.7K – – –
NCM
124
Nelson Capital Management
California
$26K – – –
AP
125
Advisors Preferred
Maryland
$21K -$24.3K -368 -54%
3 4
5
6 7