We are live on ! Find out more
IDU icon

iShares US Utilities ETF
IDU

151 hedge funds and large institutions have $286M invested in iShares US Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $244M → $286M (+$41.2M)

11% more funds holding

Funds holding: 136 → 151 (+15)

1.31% less ownership

Funds ownership: 79.61% → 78.3% (-1.3%)

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
48
Reduced
28
Closed
13
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
-$509K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$29.6M
2
GC
Grimes & Company
Massachusetts
+$13M
3
Wells Fargo
Wells Fargo
California
+$12.7M
4
Bank of America
Bank of America
North Carolina
+$4.12M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.44M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$28.2M
2
UCFA
United Capital Financial Advisors
Texas
-$8.23M
3
TRCT
Tower Research Capital (TRC)
New York
-$5.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$133K +$56.1K +814 +70%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$129K +$107K +1,556 +430%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$114K – – –
CTC
104
Central Trust Company
Missouri
$112K – – –
IF
105
Ironwood Financial
Arizona
$103K – – –
W
106
WealthOne
New York
$103K +$106K +1,534 New
AF
107
Advisornet Financial
Minnesota
$91K +$964 +14 +1%
FNC
108
First National Corp
Massachusetts
$90K +$92.7K +1,346 New
SF
109
Synovus Financial
Georgia
$81K – – –
NSG
110
Nalls Sherbakoff Group
Tennessee
$81K +$82.8K +1,202 New
FHA
111
Flagship Harbor Advisors
Massachusetts
$79K – – –
CFGS
112
Concourse Financial Group Securities
Alabama
$71K +$26.3K +382 +56%
WIM
113
Westside Investment Management
California
$66.4K +$68.2K +990 New
CAC
114
Certified Advisory Corp
Florida
$58K +$826 +12 +1%
KPW
115
Kore Private Wealth
New York
$57K +$58.8K +854 New
RCAG
116
Rehmann Capital Advisory Group
Michigan
$56.1K +$25.6K +372 +81%
Citigroup
117
Citigroup
New York
$55K +$41.3K +600 +280%
MFW
118
Mosaic Family Wealth
Missouri
$40K – – –
AIC
119
Archer Investment Corporation
Indiana
$40K +$41.3K +600 New
YWP
120
YorkBridge Wealth Partners
New York
$34K – – –
AF
121
Arrow Financial
New York
$32K -$11.7K -170 -27%
QCIG
122
Quad-Cities Investment Group
Iowa
$23K – – –
FRA
123
Front Row Advisors
California
$21K – – –
WP
124
WealthShield Partners
North Carolina
$21K – – –
CAGAS
125
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
3 4
5
6 7

IDU Hedge Fund Activity: Q4 2018 in Review

151 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2018, worth a combined $286M — up 17% from $244M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IDU positions and 13 closed out — a net gain of 17 holders — while 48 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $29.6M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $28.2M sold.

  • 151 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2018, up from 136 in Q3 2018.
  • Funds reported $286M of iShares US Utilities ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 30 funds opened new iShares US Utilities ETF positions in Q4 2018 and 13 closed out, a net change of +17 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $29.6M added.
  • The largest iShares US Utilities ETF seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2018.