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iShares US Utilities ETF
IDU

Overview Fund Activity

150 hedge funds and large institutions have $283M 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
Holders
150
Holders Change
+15
Holders Change %
+11.11%
% of All Funds
3.35%
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
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$34.5M
2
GC
2
Grimes & Company
Massachusetts
$12.7M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
Bank of America
4
Bank of America
North Carolina
$14.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.62M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$1.53M
3
TRCT
3
Tower Research Capital (TRC)
New York
$15K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
Focused Wealth Management
New York
$17K +$264 +4 +2%
TRCT
127
Tower Research Capital (TRC)
New York
$15K -$5.45M -79,892 -100%
EWM
128
Endurance Wealth Management
Rhode Island
$15K – – –
GWMIA
129
Global Wealth Management Investment Advisory
Florida
$15K +$15K +220 New
SWA
130
Sutton Wealth Advisors
Florida
$14K – – –
AIM
131
Anchor Investment Management
South Carolina
$13.4K – – –
BTNA
132
Bremer Trust National Association
Minnesota
$13K +$13K +198 New
CG
133
Cutler Group
California
$13K +$13K +200 New
GRP
134
Global Retirement Partners
California
$12K – – –
AssetMark Inc
135
AssetMark Inc
California
$11K – – –
ME
136
McIlrath & Eck
Washington
$11K +$11K +166 New
WAM
137
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
LWANC
138
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$10K +150 New
First Manhattan
139
First Manhattan
New York
$8K – – –
1IA
140
1834 Investment Advisors
Wisconsin
$8K – – –
Deutsche Bank
141
Deutsche Bank
Germany
$7K – – –
GI
142
Gradient Investments
Minnesota
$7K +$2.8K +40 +67%
SMFS
143
Squar Milner Financial Services
California
$7K +$7K +100 New
TIM
144
Tortoise Investment Management
New York
$6K – – –
JHCP
145
Jackson Hole Capital Partners
Oklahoma
$4K +$4K +62 New
CFA
146
Carroll Financial Associates
North Carolina
$3K – – –
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$2.64K +$2.64K +39,600 New
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$2K +$1.65K +28 +467%
NA
149
NewEdge Advisors
Louisiana
$1.08K +$760 +11,330 +242%
VCM
150
Versant Capital Management
Arizona
$1K – – –
3 4 5
6
7