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iShares US Utilities ETF
IDU

138 hedge funds and large institutions have $191M invested in iShares US Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5.2% more ownership

Funds ownership: 60.68% → 65.88% (+5.2%)

1% more funds holding

Funds holding: 136 → 138 (+2)

2% more capital invested

Capital invested by funds: $188M → $191M (+$3.65M)

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
27
Reduced
49
Closed
11
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
+$787K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$6.39M
2
Jane Street
Jane Street
New York
+$4.77M
3
CWM
Cornerstone Wealth Management
Missouri
+$1.95M
4
VF
Virtu Financial
New York
+$1.42M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.32M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.2M
3
RJA
Raymond James & Associates
Florida
-$1.61M
4
Bank of America
Bank of America
North Carolina
-$1.53M
5
GC
Grimes & Company
Massachusetts
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
101
Synovus Financial
Georgia
$79K – – –
FANJ
102
Financial Architects (New Jersey)
New Jersey
$76K -$25.2K -394 -25%
WIM
103
Westside Investment Management
California
$66.6K -$4.98K -78 -7%
Citigroup
104
Citigroup
New York
$63K -$60.8K -952 -50%
CAC
105
Certified Advisory Corp
Florida
$56K – – –
MFW
106
Mosaic Family Wealth
Missouri
$56K +$16K +250 +42%
BA
107
Ballew Advisors
Mississippi
$53K – – –
AF
108
Arrow Financial
New York
$42K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$40K – – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$37K – – –
YWP
111
YorkBridge Wealth Partners
New York
$33K – – –
RCAG
112
Rehmann Capital Advisory Group
Michigan
$30.5K – – –
NCM
113
New Capital Management
Texas
$29K +$1.53K +24 +6%
QCIG
114
Quad-Cities Investment Group
Iowa
$23K +$22.3K +350 New
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
CCM
116
Covington Capital Management
California
$20K – – –
WP
117
WealthShield Partners
North Carolina
$20K – – –
FWM
118
Focused Wealth Management
New York
$17K – – –
EWM
119
Endurance Wealth Management
Rhode Island
$15K – – –
SWA
120
Sutton Wealth Advisors
Florida
$13.7K – – –
AIM
121
Anchor Investment Management
South Carolina
$13.2K – – –
AWA
122
Acorn Wealth Advisors
Michigan
$13K – – –
GRP
123
Global Retirement Partners
California
$12K – – –
MPPLM
124
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K -$14.9K -234 -59%
AssetMark Inc
125
AssetMark Inc
California
$11K – – –
2 3 4
5
6

IDU Hedge Fund Activity: Q2 2018 in Review

138 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2018, worth a combined $191M — up 1.9% from $188M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IDU positions and 11 closed out — a net gain of 2 holders — while 27 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.39M. The largest seller was Goldman Sachs, cutting an estimated $6.38M.

  • 138 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2018, up from 136 in Q1 2018.
  • Funds reported $191M of iShares US Utilities ETF stock for Q2 2018, up 1.9% quarter-over-quarter.
  • 13 funds opened new iShares US Utilities ETF positions in Q2 2018 and 11 closed out, a net change of +2 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $6.39M added.
  • The largest iShares US Utilities ETF seller in Q2 2018 was Goldman Sachs, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2018.