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iShares US Utilities ETF
IDU

Overview Fund Activity

134 hedge funds and large institutions have $368M invested in iShares US Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
41
Reduced
52
Closed
18
Calls
$613K
Puts
–
Net Calls
+$613K
Net Calls Change
+$724K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$60M
2
PFG
2
Piershale Financial Group
Illinois
$11.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.63M
4
NA
4
Navellier & Associates
Nevada
$3.67M
5
AI
5
Atria Investments
North Carolina
$3.58M

Top Sellers

1
Citigroup
1
Citigroup
New York
$127K
2
Wells Fargo
2
Wells Fargo
California
$10.8M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
GC
4
Grimes & Company
Massachusetts
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$127K -$6.67M -100,252 -98%
CTC
102
Central Trust Company
Missouri
$111K – – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$105K – – –
IF
104
Ironwood Financial
Arizona
$102K – – –
FANJ
105
Financial Architects (New Jersey)
New Jersey
$101K +$664 +10 +0.7%
FWM
106
Focused Wealth Management
New York
$69K +$536 +8 +0.8%
WIM
107
Westside Investment Management
California
$65.7K +$6.85K +102 +12%
SEI Investments
108
SEI Investments
Pennsylvania
$63K +$63K +956 New
RPG
109
Risk Paradigm Group
Texas
$59.4K – – –
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$57K +$1.33K +20 +2%
RFM
111
Royal Fund Management
Florida
$50K +$50K +760 New
NCM
112
New Capital Management
Texas
$49K +$263 +4 +0.5%
NFG
113
Next Financial Group
Texas
$42K -$455K -6,670 -92%
MFW
114
Mosaic Family Wealth
Missouri
$40K -$133 -2 -0.3%
YWP
115
YorkBridge Wealth Partners
New York
$40K – – –
MA
116
MCF Advisors
Kentucky
$33K +$135 +2 +0.4%
NCM
117
Nelson Capital Management
California
$27K – – –
AC
118
Alexandria Capital
Virginia
$22K -$2.17K -32 -9%
CCM
119
Covington Capital Management
California
$20K +$20K +300 New
SWA
120
Sutton Wealth Advisors
Florida
$19.1K – – –
AFNAS
121
American Financial Network Advisory Services
California
$17K +$17K +262 New
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K -$26K -390 -62%
RFWA
123
RPg Family Wealth Advisory
Massachusetts
$15.2K – – –
EWM
124
Endurance Wealth Management
Rhode Island
$15K – – –
AIM
125
Anchor Investment Management
South Carolina
$13.3K +$13.3K +200 New
3 4
5
6 7