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iShares US Utilities ETF
IDU

Overview Fund Activity

159 hedge funds and large institutions have $324M invested in iShares US Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
50
Reduced
37
Closed
14
Calls
$1.12M
Puts
$795K
Net Calls
+$325K
Net Calls Change
-$158K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35.2M
2
MWM
2
MinichMacGregor Wealth Management
New York
$11.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.76M
4
AG
4
Advisor Group
Arizona
$7.91M
5
Wells Fargo
5
Wells Fargo
California
$22.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.67M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.48M
5
PFS
5
Prospera Financial Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$166K – – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$165K -$30.5K -414 -16%
SFSIG
103
San Francisco Sentry Investment Group
California
$162K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$158K -$23.9K -326 -13%
FANJ
105
Financial Architects (New Jersey)
New Jersey
$147K +$739 +10 +0.5%
BAM
106
Bruderman Asset Management
New York
$146K -$3.24K -44 -2%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$125K – – –
CTC
108
Central Trust Company
Missouri
$123K – – –
IF
109
Ironwood Financial
Arizona
$113K – – –
AF
110
Advisornet Financial
Minnesota
$100K +$441 +6 +0.4%
FNC
111
First National Corp
Massachusetts
$99K – – –
SF
112
Synovus Financial
Georgia
$88K – – –
FHA
113
Flagship Harbor Advisors
Massachusetts
$86K – – –
GSWM
114
Golden State Wealth Management
California
$84K +$84K +1,144 New
Citigroup
115
Citigroup
New York
$71K +$11K +150 +18%
CAC
116
Certified Advisory Corp
Florida
$64K +$443 +6 +0.7%
APA
117
American Portfolios Advisors
New York
$60.8K -$494K -6,710 -89%
AP
118
Advisors Preferred
Maryland
$52K +$52K +706 New
CFS
119
Ceros Financial Services
Maryland
$52K +$52K +706 New
NFG
120
Next Financial Group
Texas
$50K -$580K -7,928 -92%
NFH
121
NEXT Financial Holdings
Texas
$50K +$50K +684 New
MFW
122
Mosaic Family Wealth
Missouri
$44K – – –
AIC
123
Archer Investment Corporation
Indiana
$44K – – –
YWP
124
YorkBridge Wealth Partners
New York
$37K – – –
AF
125
Arrow Financial
New York
$35K – – –
3 4
5
6 7