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iShares US Utilities ETF
IDU

Overview Fund Activity

134 hedge funds and large institutions have $368M invested in iShares US Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
41
Reduced
52
Closed
18
Calls
$613K
Puts
–
Net Calls
+$613K
Net Calls Change
+$724K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$60M
2
PFG
Piershale Financial Group
Illinois
$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
$5.63M
4
NA
Navellier & Associates
Nevada
$3.67M
5
AI
Atria Investments
North Carolina
$3.58M

Top Sellers

1
Citigroup
Citigroup
New York
$127K
2
Wells Fargo
Wells Fargo
California
$10.8M
3
Bank of America
Bank of America
North Carolina
$14.3M
4
GC
Grimes & Company
Massachusetts
$0
5
UCFA
United Capital Financial Advisors
Texas
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
126
Global Retirement Partners
California
$12K – – –
ASN
127
Advisory Services Network
Georgia
$10K -$17.8K -260 -64%
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
First Manhattan
129
First Manhattan
New York
$7K +$7K +120 New
TIM
130
Tortoise Investment Management
New York
$6K – – –
IWM
131
IHT Wealth Management
Illinois
$5K -$50K -800 -91%
CFA
132
Carroll Financial Associates
North Carolina
$3K – – –
VCM
133
Versant Capital Management
Arizona
$1K – – –
GC
134
Grimes & Company
Massachusetts
– -$3.49M -53,734 Closed
PFA
135
Pinnacle Family Advisors
Missouri
– -$1.77M -27,270 Closed
TRCT
136
Tower Research Capital (TRC)
New York
– -$1.53M -23,476 Closed
Jane Street
137
Jane Street
New York
– -$562K -8,646 Closed
IFS
138
Ifrah Financial Services
Arkansas
– -$550K -8,454 Closed
FIM
139
Fernwood Investment Management
Massachusetts
– -$412K -6,334 Closed
FHA
140
First Horizon Advisors
Tennessee
– -$223K -3,436 Closed
Creative Planning
141
Creative Planning
Kansas
– -$178K -2,736 Closed
MBT
142
Monroe Bank & Trust
Michigan
– -$164K -2,520 Closed
Walleye Trading
143
Walleye Trading
New York
– -$111 -1,700 Closed
SF
144
Synovus Financial
Georgia
– -$78K -1,200 Closed
BAM
145
Bruderman Asset Management
New York
– -$77K -1,180 Closed
UWPG
146
Ullmann Wealth Partners Group
Florida
– -$36K -556 Closed
PFBT
147
Parkside Financial Bank & Trust
Missouri
– -$27K -412 Closed
SBL
148
Sargent Bickham Lagudis
Colorado
– -$22K -346 Closed
FFW
149
Fusion Family Wealth
New York
– -$13K -200 Closed
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$6.5K -100 Closed
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