We are live on ! Find out more
IDU icon

iShares US Utilities ETF
IDU

151 hedge funds and large institutions have $286M invested in iShares US Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $244M → $286M (+$41.2M)

11% more funds holding

Funds holding: 136 → 151 (+15)

1.31% less ownership

Funds ownership: 79.61% → 78.3% (-1.3%)

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
48
Reduced
28
Closed
13
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
-$509K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$29.6M
2
GC
Grimes & Company
Massachusetts
+$13M
3
Wells Fargo
Wells Fargo
California
+$12.7M
4
Bank of America
Bank of America
North Carolina
+$4.12M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.44M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$28.2M
2
UCFA
United Capital Financial Advisors
Texas
-$8.23M
3
TRCT
Tower Research Capital (TRC)
New York
-$5.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
126
Covington Capital Management
California
$20K – – –
FWM
127
Focused Wealth Management
New York
$17K +$275 +4 +2%
TRCT
128
Tower Research Capital (TRC)
New York
$15K -$5.5M -79,892 -100%
EWM
129
Endurance Wealth Management
Rhode Island
$15K – – –
GWMIA
130
Global Wealth Management Investment Advisory
Florida
$15K +$15.1K +220 New
SWA
131
Sutton Wealth Advisors
Florida
$14K – – –
AIM
132
Anchor Investment Management
South Carolina
$13.4K – – –
BTNA
133
Bremer Trust National Association
Minnesota
$13K +$13.6K +198 New
CG
134
Cutler Group
California
$13K +$13.8K +200 New
GRP
135
Global Retirement Partners
California
$12K – – –
AssetMark Inc
136
AssetMark Inc
California
$11K – – –
ME
137
McIlrath & Eck
Washington
$11K +$11.4K +166 New
WAM
138
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$10.3K +150 New
1IA
140
1834 Investment Advisors
Wisconsin
$8K – – –
First Manhattan
141
First Manhattan
New York
$8K – – –
Deutsche Bank
142
Deutsche Bank
Germany
$7K – – –
GI
143
Gradient Investments
Minnesota
$7K +$2.75K +40 +67%
SMFS
144
Squar Milner Financial Services
California
$7K +$6.89K +100 New
TIM
145
Tortoise Investment Management
New York
$6K – – –
JHCP
146
Jackson Hole Capital Partners
Oklahoma
$4K +$4.27K +62 New
CFA
147
Carroll Financial Associates
North Carolina
$3K – – –
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$2.64K +$2.73M +39,600 New
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
$2K +$1.93K +28 +467%
NA
150
NewEdge Advisors
Louisiana
$1.07K +$780K +11,330 +242%
3 4 5
6
7

IDU Hedge Fund Activity: Q4 2018 in Review

151 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2018, worth a combined $286M — up 17% from $244M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IDU positions and 13 closed out — a net gain of 17 holders — while 48 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $29.6M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $28.2M sold.

  • 151 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2018, up from 136 in Q3 2018.
  • Funds reported $286M of iShares US Utilities ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 30 funds opened new iShares US Utilities ETF positions in Q4 2018 and 13 closed out, a net change of +17 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $29.6M added.
  • The largest iShares US Utilities ETF seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2018.