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iShares US Utilities ETF
IDU

224 hedge funds and large institutions have $427M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

7% more funds holding

Funds holding: 210 → 224 (+14)

6% more capital invested

Capital invested by funds: $404M → $427M (+$22.8M)

1.2% more ownership

Funds ownership: 41.83% → 43.03% (+1.2%)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
70
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.98M
2
TC
TAP Consulting
Missouri
+$6.11M
3
Morgan Stanley
Morgan Stanley
New York
+$5.6M
4
FTS
Fifth Third Securities
Ohio
+$4.03M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.32M

Top Sellers

1
DWM
Destination Wealth Management
California
-$2.85M
2
BCM
Brookstone Capital Management
Illinois
-$2.33M
3
KAS
Kestra Advisory Services
Texas
-$1.26M
4
SLWA
San Luis Wealth Advisors
California
-$889K
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
101
Bard Financial Services
Connecticut
$402K – – –
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$400K +$82.7K +936 +25%
OMC
103
Old Mission Capital
Illinois
$395K +$407K +4,609 New
MAS
104
Madden Advisory Services
Florida
$389K – – –
HNWAG
105
High Net Worth Advisory Group
Florida
$377K +$133K +1,500 +52%
CAL
106
Capital Advisors Ltd
Ohio
$369K +$7.78K +88 +2%
AWM
107
AE Wealth Management
Kansas
$367K -$445K -5,037 -54%
Renaissance Technologies
108
Renaissance Technologies
New York
$334K -$424K -4,800 -55%
JIP
109
Jaffetilchin Investment Partners
Florida
$327K – – –
SWP
110
Stratos Wealth Partners
Ohio
$326K -$15K -170 -4%
B
111
Bensler
Washington
$321K +$1.68K +19 +0.5%
WCG
112
Weaver Consulting Group
California
$318K -$30.9K -350 -9%
CCA
113
Clearwater Capital Advisors
Illinois
$317K – – –
CPSC
114
Carl P. Sherr & Co
Massachusetts
$314K – – –
KM
115
Kalos Management
Georgia
$292K +$21.5K +243 +8%
AWM
116
Alterna Wealth Management
Texas
$282K – – –
MC
117
Moors & Cabot
Massachusetts
$278K – – –
FFP
118
Forbes Financial Planning
Rhode Island
$272K -$22.7K -257 -7%
M&T Bank
119
M&T Bank
New York
$257K – – –
KTA
120
Keeley-Teton Advisors
Illinois
$255K -$6.63K -75 -2%
Creative Planning
121
Creative Planning
Kansas
$255K +$263K +2,974 New
NAM
122
NTV Asset Management
West Virginia
$252K – – –
BWA
123
BDO Wealth Advisors
Florida
$251K – – –
SCM
124
Schnieders Capital Management
California
$248K – – –
FFN
125
Focus Financial Network
Minnesota
$245K +$619 +7 +0.2%
3 4
5
6 7

IDU Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2022, worth a combined $427M — up 5.6% from $404M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDU positions and 13 closed out — a net gain of 14 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $7.98M. The largest seller was Destination Wealth Management, cutting an estimated $2.85M.

  • 224 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2022, up from 210 in Q1 2022.
  • Funds reported $427M of iShares US Utilities ETF stock for Q2 2022, up 5.6% quarter-over-quarter.
  • 27 funds opened new iShares US Utilities ETF positions in Q2 2022 and 13 closed out, a net change of +14 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $7.98M added.
  • The largest iShares US Utilities ETF seller in Q2 2022 was Destination Wealth Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2022.