IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

140 hedge funds and large institutions have $307M invested in iShares US Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
43
Reduced
38
Closed
9
Calls
$214K
Puts
$325K
Net Calls
-$111K
Net Calls Change
-$1.14M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.2M
2
Wells Fargo
2
Wells Fargo
California
$15.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$5.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$251K
2
AC
2
Allstate Corporation
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
Jane Street
4
Jane Street
New York
$562K
5
TH
5
Timber Hill
Connecticut
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Sutton Wealth Advisors
Florida
$18.7K – – –
RFWA
127
RPg Family Wealth Advisory
Massachusetts
$14.8K – – –
EWM
128
Endurance Wealth Management
Rhode Island
$14K – – –
FFW
129
Fusion Family Wealth
New York
$13K – – –
GRP
130
Global Retirement Partners
California
$12K – – –
AssetMark Inc
131
AssetMark Inc
California
$11K – – –
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$10K +$10K +152 New
GI
133
Gradient Investments
Minnesota
$7K – – –
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.5K +$6.5K +100 New
TIM
135
Tortoise Investment Management
New York
$6K – – –
CFA
136
Carroll Financial Associates
North Carolina
$3K – – –
VCM
137
Versant Capital Management
Arizona
$1K – – –
Walleye Trading
138
Walleye Trading
New York
$111 +$111 +1,700 New
IWM
139
IHT Wealth Management
Illinois
$25 -$5 -160 -15%
AC
140
Allstate Corporation
Illinois
– -$5.27M -82,000 Closed
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
– -$336K -5,240 Closed
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
– -$219K -3,410 Closed
OC
143
Oarsman Capital
Wisconsin
– -$210K -3,270 Closed
JIR
144
James Investment Research
Ohio
– -$149K -2,320 Closed
BKA
145
Brick & Kyle Associates
Pennsylvania
– -$64K -1,000 Closed
CAG
146
Crestwood Advisors Group
Massachusetts
– -$26K -400 Closed
WEC
147
Winslow Evans & Crocker
Massachusetts
– -$18K -280 Closed
CPIG
148
Chicago Partners Investment Group
Illinois
– -$6K -100 Closed
2 3 4 5
6