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iShares US Utilities ETF
IDU

Overview Fund Activity

131 hedge funds and large institutions have $449M invested in iShares US Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
48
Reduced
27
Closed
19
Calls
$1.94M
Puts
$235K
Net Calls
+$1.71M
Net Calls Change
+$1.07M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$71.3M
2
Morgan Stanley
Morgan Stanley
New York
$43.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38.3M
4
LPL Financial
LPL Financial
California
$35.8M
5
UCFA
United Capital Financial Advisors
Texas
$23M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$30.8M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$146K
5
HNB
Huntington National Bank
Ohio
$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
126
People's United Financial
Connecticut
$6K – – –
CPIG
127
Chicago Partners Investment Group
Illinois
$6K – – –
TIM
128
Tortoise Investment Management
New York
$6K +$6K +96 New
IA
129
IFP Advisors
Florida
$4K -$456K -5,698 -99%
ACM
130
Argentus Capital Management
Texas
$3K – – –
EWM
131
Endurance Wealth Management
Rhode Island
$14 – – –
Citadel Advisors
132
Citadel Advisors
Florida
– -$2.36M -43,810 Closed
RJFSA
133
Raymond James Financial Services Advisors
Florida
– -$1.86M -34,542 Closed
TH
134
Timber Hill
Connecticut
– -$910K -16,856 Closed
VFA
135
Voya Financial Advisors
Connecticut
– -$902K -16,540 Closed
TSS
136
Two Sigma Securities
New York
– -$783K -14,522 Closed
BTS
137
BB&T Securities
Virginia
– -$402K -7,468 Closed
GHA
138
GW Henssler & Associates
Georgia
– -$346K -6,416 Closed
VC
139
Vicus Capital
Pennsylvania
– -$271K -5,022 Closed
Credit Agricole
140
Credit Agricole
France
– -$216K -3,994 Closed
SG Americas Securities
141
SG Americas Securities
New York
– -$198K -3,662 Closed
AFP
142
Ausdal Financial Partners
Iowa
– -$129K -2,390 Closed
Walleye Trading
143
Walleye Trading
New York
– -$101K -1,878 Closed
UFA
144
US Financial Advisors
Massachusetts
– -$84K -1,562 Closed
GWM
145
Gupta Wealth Management
California
– -$55K -1,018 Closed
MLIC
146
Mandatum Life Insurance Company
Finland
– -$36K -676 Closed
CCS
147
Crosspoint Capital Strategies
California
– -$33K -556 Closed
KC
148
Kingfisher Capital
North Carolina
– -$11K -200 Closed
M
149
MOTCO
Texas
– -$11K -200 Closed
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