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iShares US Utilities ETF
IDU

210 hedge funds and large institutions have $404M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $317M → $404M (+$87.2M)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

6% more funds holding

Funds holding: 198 → 210 (+12)

5.82% more ownership

Funds ownership: 36.01% → 41.83% (+5.8%)

Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
63
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$33.5M
2
Bank of America
Bank of America
North Carolina
+$17.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.14M
4
BCM
Brookstone Capital Management
Illinois
+$4.92M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.86M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.51M
2
FTS
Fifth Third Securities
Ohio
-$2.03M
3
SPIA
Steward Partners Investment Advisory
New York
-$1.66M
4
Barclays
Barclays
United Kingdom
-$1.11M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
101
Forbes Financial Planning
Rhode Island
$314K +$2.3K +27 +0.8%
AWM
102
Alterna Wealth Management
Texas
$300K -$21.6K -254 -7%
MC
103
Moors & Cabot
Massachusetts
$295K – – –
KM
104
Kalos Management
Georgia
$292K +$275K +3,233 New
AWA
105
Arkadios Wealth Advisors
Georgia
$282K +$264K +3,100 New
Citadel Advisors
106
Citadel Advisors
Florida
$278K -$286K -3,357 -52%
KTA
107
Keeley-Teton Advisors
Illinois
$278K -$29.8K -350 -10%
M&T Bank
108
M&T Bank
New York
$273K +$42.5K +500 +20%
NAM
109
NTV Asset Management
West Virginia
$268K – – –
BWA
110
BDO Wealth Advisors
Florida
$266K – – –
SCM
111
Schnieders Capital Management
California
$264K -$12.8K -150 -5%
HNWAG
112
High Net Worth Advisory Group
Florida
$264K – – –
CB
113
Commerce Bank
Missouri
$261K – – –
FFN
114
Focus Financial Network
Minnesota
$260K +$243K +2,858 New
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$252K – – –
Fidelity Investments
116
Fidelity Investments
Massachusetts
$252K +$19.5K +229 +9%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$249K +$2.98K +35 +1%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$248K – – –
SS
119
Sunbelt Securities
Texas
$241K -$5.78K -68 -3%
ASN
120
Advisory Services Network
Georgia
$241K +$2.89K +34 +1%
WTB
121
Washington Trust Bank
Washington
$235K – – –
HT
122
Heritage Trust
Oklahoma
$233K – – –
WANY
123
Wealthspire Advisors (New York)
New York
$225K +$210K +2,471 New
FIM
124
Fernwood Investment Management
Massachusetts
$222K – – –
PIMG
125
Patriot Investment Management Group
Tennessee
$220K – – –
3 4
5
6 7

IDU Hedge Fund Activity: Q1 2022 in Review

210 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2022, worth a combined $404M — up 27% from $317M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IDU positions and 13 closed out — a net gain of 16 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was Prudential Financial, adding an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $2.51M.

  • 210 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2022, up from 198 in Q4 2021.
  • Funds reported $404M of iShares US Utilities ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 29 funds opened new iShares US Utilities ETF positions in Q1 2022 and 13 closed out, a net change of +16 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2022 was Prudential Financial, an estimated $33.5M added.
  • The largest iShares US Utilities ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2022.