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iShares US Utilities ETF
IDU

Overview Fund Activity

164 hedge funds and large institutions have $395M invested in iShares US Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
47
Reduced
48
Closed
15
Calls
$1.39M
Puts
$261K
Net Calls
+$1.13M
Net Calls Change
+$767K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.25M
2
KFS
2
Kelly Financial Services
Massachusetts
$10.2M
3
IMC Chicago
3
IMC Chicago
Illinois
$4.5M
4
Bank of America
4
Bank of America
North Carolina
$45.5M
5
LPL Financial
5
LPL Financial
California
$19.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
SBH
2
Segall Bryant & Hamill
Illinois
$0
3
AG
3
Advisor Group
Arizona
$6.03M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
101
BDO Wealth Advisors
Florida
$274K -$8.16K -100 -3%
ACP
102
Aveo Capital Partners
Colorado
$270K – – –
CB
103
Commerce Bank
Missouri
$270K – – –
SCM
104
Schnieders Capital Management
California
$257K – – –
CAN
105
Cetera Advisor Networks
California
$254K -$161K -1,970 -39%
BFG
106
Barber Financial Group
Kansas
$251K -$27.9K -342 -10%
WTB
107
Washington Trust Bank
Washington
$244K – – –
Goldman Sachs
108
Goldman Sachs
New York
$233K – – –
SB
109
Suntrust Banks
Georgia
$228K -$40.5K -564 -15%
MA
110
Mutual Advisors
Nebraska
$221K -$325 -4 -0.1%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
FBB
112
Fulton Breakefield Broenniman
Maryland
$209K +$209K +2,568 New
HT
113
Heritage Trust
Oklahoma
$208K +$208K +2,558 New
NFG
114
Nations Financial Group
Iowa
$206K +$206K +2,552 New
SPIA
115
Steward Partners Investment Advisory
New York
$205K – – –
SFS
116
Sowell Financial Services
Arkansas
$196K +$196K +2,402 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$184K +$1.14K +14 +0.6%
US Bancorp
118
US Bancorp
Minnesota
$178K -$16.2K -200 -8%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174K – – –
William Blair & Company
120
William Blair & Company
Illinois
$167K -$16.3K -200 -9%
FANJ
121
Financial Architects (New Jersey)
New Jersey
$163K – – –
IWMA
122
Ironwood Wealth Management (Arizona)
Arizona
$159K +$6.53K +80 +4%
CTC
123
Central Trust Company
Missouri
$142K +$6.05K +74 +4%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$138K – – –
AIC
125
Ameritas Investment Company
Nebraska
$135K +$135K +1,652 New
3 4
5
6 7