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iShares US Utilities ETF
IDU

Overview Fund Activity

136 hedge funds and large institutions have $545M invested in iShares US Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
23
Increased
47
Reduced
38
Closed
17
Calls
$1.77M
Puts
$486K
Net Calls
+$1.29M
Net Calls Change
-$423K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17M
2
DWM
2
Destination Wealth Management
California
$30.6M
3
NA
3
Navellier & Associates
Nevada
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
FIG
5
FundX Investment Group
California
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.6M
2
AssetMark Inc
2
AssetMark Inc
California
$64.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.83M
4
CS
4
Credit Suisse
Switzerland
$6.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Sutton Wealth Advisors
Florida
$18.9K – – –
EWM
127
Endurance Wealth Management
Rhode Island
$14K – – –
WP
128
WealthPLAN Partners
Nebraska
$12K +$12K +364 New
GI
129
Gradient Investments
Minnesota
$11K -$10.9K -158 -50%
FFC
130
First Financial Corp
Indiana
$10K – – –
CPIG
131
Chicago Partners Investment Group
Illinois
$7K – – –
PSUF
132
People's United Financial
Connecticut
$7K – – –
TIM
133
Tortoise Investment Management
New York
$6K – – –
BCFS
134
Butensky & Cohen Financial Security
Florida
$4K -$54K -810 -93%
ACM
135
Argentus Capital Management
Texas
$3K – – –
FHC
136
First Heartland Consultants
Missouri
$333 +$84 +1,272 +33%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
– -$6.14M -99,210 Closed
KM
138
Kalos Management
Georgia
– -$1.63M -30,206 Closed
AIG
139
American International Group
New York
– -$1.78M -28,816 Closed
Jane Street
140
Jane Street
New York
– -$1.05M -17,036 Closed
TRCT
141
Tower Research Capital (TRC)
New York
– -$997K -16,118 Closed
CC
142
Cedar Capital
Illinois
– -$986K -15,952 Closed
PFS
143
Prospera Financial Services
Texas
– -$698K -11,282 Closed
BRWA
144
B. Riley Wealth Advisors
Florida
– -$404K -11,002 Closed
CWM
145
Concert Wealth Management
California
– -$489K -7,920 Closed
AI
146
Atria Investments
North Carolina
– -$455K -7,362 Closed
PFM
147
Premier Fund Managers
United Kingdom
– -$433K -7,000 Closed
NFG
148
Noven Financial Group
Colorado
– -$320K -5,172 Closed
VKH
149
Virtu KCG Holdings
New York
– -$265K -4,282 Closed
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
– -$235K -3,800 Closed
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6
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