IDU icon

iShares US Utilities ETF

140 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
17
Increased
33
Reduced
62
Closed
11
Calls
$3.55M
Puts
$1.04M
Net Calls
+$2.51M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
101
Parkside Financial Bank & Trust
Missouri
$148K +$6.87K +112 +5%
JIR
102
James Investment Research
Ohio
$142K
CFS
103
Commonwealth Financial Services
West Virginia
$128K -$2.35M -38,476 -95%
ANBT
104
American National Bank & Trust
Texas
$123K
EWM
105
Evercore Wealth Management
New York
$123K +$123K +2,000 New
MMG
106
Monetary Management Group
Missouri
$110K
CTC
107
Central Trust Company
Missouri
$102K +$102K +1,664 New
RPG
108
Risk Paradigm Group
Texas
$98.2K
IF
109
Ironwood Financial
Arizona
$98K
FANJ
110
Financial Architects (New Jersey)
New Jersey
$90K
SF
111
Synovus Financial
Georgia
$81K +$123 +2 +0.2%
WA
112
WFG Advisors
Texas
$74K +$611 +10 +0.8%
BAM
113
Bruderman Asset Management
New York
$72K -$4.31K -70 -6%
FWM
114
Focused Wealth Management
New York
$62K +$493 +8 +0.8%
Walleye Trading
115
Walleye Trading
New York
$54K -$8.63K -140 -14%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46K -$1.46M -23,518 -97%
MFW
117
Mosaic Family Wealth
Missouri
$44K
BKA
118
Brick & Kyle Associates
Pennsylvania
$43K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$38K
CWM
120
Concert Wealth Management
California
$35K +$35K +586 New
MA
121
MCF Advisors
Kentucky
$29K
WEC
122
Winslow Evans & Crocker
Massachusetts
$28.7K
NCM
123
Nelson Capital Management
California
$25K
AC
124
Alexandria Capital
Virginia
$22K -$20.1K -326 -48%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$18K -$42K -700 -70%