IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

135 hedge funds and large institutions have $185M invested in iShares US Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
48
Closed
22
Calls
$688K
Puts
$433K
Net Calls
+$255K
Net Calls Change
-$452K

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
$8.17M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.19M
3
DWM
Destination Wealth Management
California
$36M
4
Citadel Advisors
Citadel Advisors
Florida
$860K
5
TFF
The Family Firm
Maryland
$1.68M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$10K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.44M
3
UCFA
United Capital Financial Advisors
Texas
$1.13M
4
Bank of America
Bank of America
North Carolina
$10.6M
5
Morgan Stanley
Morgan Stanley
New York
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$10K -$98.1M -1,608,608 -100%
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
First Manhattan
128
First Manhattan
New York
$7K – – –
1IA
129
1834 Investment Advisors
Wisconsin
$7K – – –
Deutsche Bank
130
Deutsche Bank
Germany
$7K +$7K +114 New
GI
131
Gradient Investments
Minnesota
$6K – – –
TIM
132
Tortoise Investment Management
New York
$6K – – –
IWM
133
IHT Wealth Management
Illinois
$5K -$8.88K -142 -64%
ASN
134
Advisory Services Network
Georgia
$5K -$6.08K -90 -55%
CFA
135
Carroll Financial Associates
North Carolina
$3K – – –
VCM
136
Versant Capital Management
Arizona
$1K – – –
CI
137
Cavalier Investments
Georgia
– -$3.13M -47,036 Closed
NA
138
Navellier & Associates
Nevada
– -$2.39M -35,964 Closed
ACP
139
Aveo Capital Partners
Colorado
– -$2.07M -31,088 Closed
BFA
140
Beaumont Financial Advisors
Massachusetts
– -$1.39M -20,928 Closed
TH
141
Timber Hill
Connecticut
– -$1.33M -20,070 Closed
TRCT
142
Tower Research Capital (TRC)
New York
– -$1.11M -16,742 Closed
Jane Street
143
Jane Street
New York
– -$782K -11,766 Closed
VF
144
Virtu Financial
New York
– -$618K -9,300 Closed
SI
145
SII Investments
Wisconsin
– -$350K -5,292 Closed
VCM
146
Virtue Capital Management
Tennessee
– -$338K -5,094 Closed
NCM
147
Narwhal Capital Management
Georgia
– -$306K -4,610 Closed
HCMT
148
Highland Capital Management (Tennessee)
Tennessee
– -$249K -3,750 Closed
FTS
149
Fifth Third Securities
Ohio
– -$245K -3,692 Closed
KA
150
Kovack Advisors
Florida
– -$212K -3,198 Closed
3 4 5
6
7