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iShares US Utilities ETF
IDU

Overview Fund Activity

166 hedge funds and large institutions have $376M invested in iShares US Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
49
Reduced
37
Closed
19
Calls
$1.45M
Puts
$1.09M
Net Calls
+$361K
Net Calls Change
+$36K

Top Buyers

1
BlackRock
1
BlackRock
New York
$21.4M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.56M
3
Ameriprise
3
Ameriprise
Minnesota
$9.99M
4
KFS
4
Kelly Financial Services
Massachusetts
$5.09M
5
SPC
5
Sigma Planning Corp
Michigan
$5.12M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$18.6M
3
TRCT
3
Tower Research Capital (TRC)
New York
$30K
4
SGI
4
Summit Global Investments
Utah
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
101
NTV Asset Management
West Virginia
$259K – – –
BFG
102
Barber Financial Group
Kansas
$258K +$258K +3,424 New
ACP
103
Aveo Capital Partners
Colorado
$256K +$256K +3,388 New
CB
104
Commerce Bank
Missouri
$250K – – –
SCM
105
Schnieders Capital Management
California
$238K – – –
SS
106
Simplicity Solutions
Minnesota
$233K +$233K +3,088 New
WTB
107
Washington Trust Bank
Washington
$226K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
Goldman Sachs
109
Goldman Sachs
New York
$215K -$2.19M -29,178 -91%
Wolverine Trading
110
Wolverine Trading
Illinois
$215K -$74.3K -984 -26%
MA
111
Mutual Advisors
Nebraska
$205K +$205K +2,722 New
SPIA
112
Steward Partners Investment Advisory
New York
$189K +$189K +2,520 New
US Bancorp
113
US Bancorp
Minnesota
$180K -$6.77K -90 -4%
William Blair & Company
114
William Blair & Company
Illinois
$170K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$169K +$7.36K +98 +5%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$164K -$5.29K -70 -3%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K +$160K +2,130 New
FANJ
118
Financial Architects (New Jersey)
New Jersey
$151K +$605 +8 +0.4%
IWMA
119
Ironwood Wealth Management (Arizona)
Arizona
$141K -$41.7K -552 -23%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$128K – – –
CTC
121
Central Trust Company
Missouri
$128K – – –
IF
122
Ironwood Financial
Arizona
$116K – – –
AF
123
Advisornet Financial
Minnesota
$103K +$601 +8 +0.6%
AP
124
Advisors Preferred
Maryland
$99K +$46K +612 +87%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$97.9K +$63K +834 +181%
3 4
5
6 7