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iShares US Utilities ETF
IDU

Overview Fund Activity

140 hedge funds and large institutions have $307M invested in iShares US Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
43
Reduced
38
Closed
9
Calls
$214K
Puts
$325K
Net Calls
-$111K
Net Calls Change
-$1.14M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.2M
2
Wells Fargo
2
Wells Fargo
California
$15.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$5.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$251K
2
AC
2
Allstate Corporation
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
Jane Street
4
Jane Street
New York
$562K
5
TH
5
Timber Hill
Connecticut
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
101
Monroe Bank & Trust
Michigan
$164K -$911 -14 -0.6%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$159K – – –
US Bancorp
103
US Bancorp
Minnesota
$157K – – –
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$110K +$110K +1,694 New
CTC
105
Central Trust Company
Missouri
$108K – – –
IF
106
Ironwood Financial
Arizona
$100K – – –
FANJ
107
Financial Architects (New Jersey)
New Jersey
$98K – – –
WA
108
WFG Advisors
Texas
$82K +$1.82K +28 +2%
SF
109
Synovus Financial
Georgia
$78K -$7.8K -120 -9%
BAM
110
Bruderman Asset Management
New York
$77K +$77K +1,180 New
FWM
111
Focused Wealth Management
New York
$66K -$129 -2 -0.2%
RPG
112
Risk Paradigm Group
Texas
$58.1K -$27K -416 -32%
WIM
113
Westside Investment Management
California
$56.4K +$6.44K +100 +13%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
NCM
115
New Capital Management
Texas
$47K – – –
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41K – – –
MFW
117
Mosaic Family Wealth
Missouri
$39K -$7.39K -114 -16%
YWP
118
YorkBridge Wealth Partners
New York
$39K – – –
UWPG
119
Ullmann Wealth Partners Group
Florida
$36K – – –
MA
120
MCF Advisors
Kentucky
$32K – – –
PFBT
121
Parkside Financial Bank & Trust
Missouri
$27K – – –
NCM
122
Nelson Capital Management
California
$26K – – –
ASN
123
Advisory Services Network
Georgia
$26K +$25.6K +400 +6,667%
AC
124
Alexandria Capital
Virginia
$23K – – –
SBL
125
Sargent Bickham Lagudis
Colorado
$22K – – –
2 3 4
5
6