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iShares US Utilities ETF
IDU

160 hedge funds and large institutions have $326M 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

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

41% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $795K

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

14% more capital invested

Capital invested by funds: $286M → $326M (+$40.7M)

6% more funds holding

Funds holding: 151 → 160 (+9)

4.27% more ownership

Funds ownership: 78.3% → 82.57% (+4.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
3.46%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.9M
2
MWM
MinichMacGregor Wealth Management
New York
+$10.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.51M
4
AG
Advisor Group
Arizona
+$5.11M
5
Wells Fargo
Wells Fargo
California
+$5.03M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$34.6M
2
MIS
Morningstar Investment Services
Illinois
-$8.91M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.16M
4
PFS
Prospera Financial Services
Texas
-$2.47M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Arrow Financial
New York
$35K – – –
RCAG
127
Rehmann Capital Advisory Group
Michigan
$34K -$26.2K -372 -45%
VFA
128
Valeo Financial Advisors
Indiana
$29K +$28.2K +400 New
TA
129
TCG Advisors
Texas
$27K +$26K +368 New
QCIG
130
Quad-Cities Investment Group
Iowa
$26K – – –
FRA
131
Front Row Advisors
California
$24K – – –
LFA
132
Legacy Financial Advisors
Kentucky
$24K +$23.4K +332 New
WP
133
WealthShield Partners
North Carolina
$23K – – –
CAGAS
134
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
CCM
135
Covington Capital Management
California
$22K – – –
FWM
136
Focused Wealth Management
New York
$19K +$141 +2 +0.8%
GRP
137
Global Retirement Partners
California
$17K +$3.24K +46 +25%
EWM
138
Endurance Wealth Management
Rhode Island
$16K – – –
GWMIA
139
Global Wealth Management Investment Advisory
Florida
$16K – – –
LWANC
140
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K +$4.37K +62 +41%
SWA
141
Sutton Wealth Advisors
Florida
$15.3K – – –
BBNA
142
Bremer Bank National Association
Minnesota
$15K +$14K +198 New
AIM
143
Anchor Investment Management
South Carolina
$14.7K – – –
Deutsche Bank
144
Deutsche Bank
Germany
$14K +$5.64K +80 +70%
LHC
145
Little House Capital
Massachusetts
$14K +$14.1K +200 New
ME
146
McIlrath & Eck
Washington
$12K – – –
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
AIC
148
Ameritas Investment Company
Nebraska
$9K +$8.6K +122 New
1IA
149
1834 Investment Advisors
Wisconsin
$8K – – –
First Manhattan
150
First Manhattan
New York
$8K – – –
3 4 5
6
7

IDU Hedge Fund Activity: Q1 2019 in Review

160 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2019, worth a combined $326M — up 14% from $286M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IDU positions and 14 closed out — a net gain of 12 holders — while 50 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $18.9M. The largest seller was JP Morgan Chase, cutting an estimated $34.6M.

  • 160 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2019, up from 151 in Q4 2018.
  • Funds reported $326M of iShares US Utilities ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 26 funds opened new iShares US Utilities ETF positions in Q1 2019 and 14 closed out, a net change of +12 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2019 was Bank of America, an estimated $18.9M added.
  • The largest iShares US Utilities ETF seller in Q1 2019 was JP Morgan Chase, an estimated $34.6M sold.

Based on aggregated 13F filings for Q1 2019.