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iShares US Utilities ETF
IDU

Overview Fund Activity

164 hedge funds and large institutions have $395M invested in iShares US Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
47
Reduced
48
Closed
15
Calls
$1.39M
Puts
$261K
Net Calls
+$1.13M
Net Calls Change
+$767K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.25M
2
KFS
2
Kelly Financial Services
Massachusetts
$10.2M
3
IMC Chicago
3
IMC Chicago
Illinois
$4.5M
4
Bank of America
4
Bank of America
North Carolina
$45.5M
5
LPL Financial
5
LPL Financial
California
$19.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
SBH
2
Segall Bryant & Hamill
Illinois
$0
3
AG
3
Advisor Group
Arizona
$6.03M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
Ironwood Financial
Arizona
$125K – – –
AF
127
Advisornet Financial
Minnesota
$112K – – –
SF
128
Synovus Financial
Georgia
$99K +$650 +8 +0.7%
FHA
129
Flagship Harbor Advisors
Massachusetts
$96K – – –
GSWM
130
Golden State Wealth Management
California
$93K – – –
S
131
SignatureFD
Georgia
$86K +$77.4K +956 +902%
Deutsche Bank
132
Deutsche Bank
Germany
$84K +$54.5K +672 +185%
Citigroup
133
Citigroup
New York
$78K – – –
CAC
134
Certified Advisory Corp
Florida
$72K +$492 +6 +0.7%
AIC
135
Archer Investment Corporation
Indiana
$49K – – –
JIR
136
James Investment Research
Ohio
$49K – – –
CFGS
137
Concourse Financial Group Securities
Alabama
$47K -$37.6K -462 -44%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$34K +420 New
VFA
139
Valeo Financial Advisors
Indiana
$33K – – –
BC
140
Bartlett & Co
Ohio
$33K +$33K +400 New
BCWM
141
Bartlett & Co Wealth Management
Ohio
$32.6K +$32.6K +400 New
QCIG
142
Quad-Cities Investment Group
Iowa
$28K – – –
AF
143
Arrow Financial
New York
$26K -$12.2K -150 -32%
FRA
144
Front Row Advisors
California
$26K – – –
WP
145
WealthShield Partners
North Carolina
$25K – – –
CAGAS
146
Capital Advisory Group Advisory Services
Minnesota
$24K – – –
CCM
147
Covington Capital Management
California
$24K – – –
FWM
148
Focused Wealth Management
New York
$21K +$159 +2 +0.8%
EWM
149
Endurance Wealth Management
Rhode Island
$18K – – –
GWMIA
150
Global Wealth Management Investment Advisory
Florida
$18K – – –
4 5
6
7 8