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iShares US Utilities ETF
IDU

Overview Fund Activity

135 hedge funds and large institutions have $185M invested in iShares US Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
48
Closed
22
Calls
$688K
Puts
$433K
Net Calls
+$255K
Net Calls Change
-$452K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$8.17M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.19M
3
DWM
3
Destination Wealth Management
California
$36M
4
Citadel Advisors
4
Citadel Advisors
Florida
$860K
5
TFF
5
The Family Firm
Maryland
$1.68M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.44M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Bank of America
4
Bank of America
North Carolina
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Arrow Financial
New York
$41K – – –
MFW
102
Mosaic Family Wealth
Missouri
$38K – – –
SPIA
103
Steward Partners Investment Advisory
New York
$38K +$37.5K +600 +7,500%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$36K +$5K +78 +16%
MA
105
MCF Advisors
Kentucky
$32K +$256 +4 +0.8%
RPG
106
Risk Paradigm Group
Texas
$31.2K -$25.7K -404 -45%
YWP
107
YorkBridge Wealth Partners
New York
$31K – – –
RCAG
108
Rehmann Capital Advisory Group
Michigan
$29K +$29K +462 New
SEI Investments
109
SEI Investments
Pennsylvania
$28K -$35.6K -550 -56%
NCM
110
New Capital Management
Texas
$28K -$1.59K -24 -5%
MPPLM
111
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$25K -$54.3K -860 -68%
NCM
112
Nelson Capital Management
California
$25K – – –
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$25K – – –
FRA
114
Front Row Advisors
California
$20K – – –
WP
115
WealthShield Partners
North Carolina
$19K – – –
CCM
116
Covington Capital Management
California
$19K – – –
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$19K +$19K +300 New
FWM
118
Focused Wealth Management
New York
$16K -$31K -488 -66%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K – – –
Parallax Volatility Advisers
120
Parallax Volatility Advisers
California
$15K +$14.9K +240 +12,000%
EWM
121
Endurance Wealth Management
Rhode Island
$14K – – –
SWA
122
Sutton Wealth Advisors
Florida
$13.3K -$5.1K -80 -28%
AWA
123
Acorn Wealth Advisors
Michigan
$13K +$133 +2 +1%
AIM
124
Anchor Investment Management
South Carolina
$12.7K – – –
GRP
125
Global Retirement Partners
California
$12K – – –
3 4
5
6 7