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iShares US Utilities ETF
IDU

Overview Fund Activity

159 hedge funds and large institutions have $324M invested in iShares US Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
50
Reduced
37
Closed
14
Calls
$1.12M
Puts
$795K
Net Calls
+$325K
Net Calls Change
-$158K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35.2M
2
MWM
2
MinichMacGregor Wealth Management
New York
$11.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.76M
4
AG
4
Advisor Group
Arizona
$7.91M
5
Wells Fargo
5
Wells Fargo
California
$22.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.67M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.48M
5
PFS
5
Prospera Financial Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$34K -$27.4K -372 -45%
VFA
127
Valeo Financial Advisors
Indiana
$29K +$29K +400 New
TA
128
TCG Advisors
Texas
$27K +$27K +368 New
QCIG
129
Quad-Cities Investment Group
Iowa
$26K – – –
FRA
130
Front Row Advisors
California
$24K – – –
LFA
131
Legacy Financial Advisors
Kentucky
$24K +$24K +332 New
WP
132
WealthShield Partners
North Carolina
$23K – – –
CAGAS
133
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
CCM
134
Covington Capital Management
California
$22K – – –
FWM
135
Focused Wealth Management
New York
$19K +$146 +2 +0.8%
GRP
136
Global Retirement Partners
California
$17K +$3.4K +46 +25%
EWM
137
Endurance Wealth Management
Rhode Island
$16K – – –
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$16K – – –
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K +$4.68K +62 +41%
SWA
140
Sutton Wealth Advisors
Florida
$15.3K – – –
BBNA
141
Bremer Bank National Association
Minnesota
$15K +$15K +198 New
AIM
142
Anchor Investment Management
South Carolina
$14.7K – – –
Deutsche Bank
143
Deutsche Bank
Germany
$14K +$5.77K +80 +70%
LHC
144
Little House Capital
Massachusetts
$14K +$14K +200 New
ME
145
McIlrath & Eck
Washington
$12K – – –
WAM
146
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
AIC
147
Ameritas Investment Company
Nebraska
$9K +$9K +122 New
1IA
148
1834 Investment Advisors
Wisconsin
$8K – – –
First Manhattan
149
First Manhattan
New York
$8K – – –
GI
150
Gradient Investments
Minnesota
$7K – – –
3 4 5
6
7