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iShares US Utilities ETF
IDU

187 hedge funds and large institutions have $299M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

7% more funds holding

Funds holding: 175 → 187 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $308M → $299M (-$9.21M)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

41.59% less ownership

Funds ownership: 79.84% → 38.26% (-42%)

Holders
187
Holders Change
+12
Holders Change %
+6.86%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
44
Reduced
61
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.29M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.42M
3
FAIM
Financial Advocates Investment Management
Washington
+$1.3M
4
DWM
Destination Wealth Management
California
+$949K
5
TP
Tranquility Partners
Tennessee
+$907K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.91M
2
Goldman Sachs
Goldman Sachs
New York
-$3.89M
3
Morgan Stanley
Morgan Stanley
New York
-$3.73M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.73M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
126
Annapolis Financial Services
Maryland
$76K +$75.9K +974 New
S
127
SignatureFD
Georgia
$74K – – –
TIAM2
128
Tru Independence Asset Management 2
Oregon
$69K +$69K +886 New
AF
129
Allworth Financial
California
$62K +$62K +796 New
EIP
130
Ellis Investment Partners
Pennsylvania
$60K +$4.99K +64 +9%
AF
131
Advisornet Financial
Minnesota
$58K +$156 +2 +0.3%
CFD
132
Creative Financial Designs
Indiana
$55K – – –
AAP
133
Arax Advisory Partners
Colorado
$52K – – –
CIA
134
Choate Investment Advisors
Massachusetts
$52K – – –
IA
135
IFP Advisors
Florida
$47K -$86.4K -1,109 -65%
APWA
136
Atlas Private Wealth Advisors
New Jersey
$47K +$390 +5 +0.8%
AIC
137
Archer Investment Corporation
Indiana
$46.6K – – –
EP
138
Eudaimonia Partners
Tennessee
$45K -$8.26K -106 -15%
AWM
139
Atticus Wealth Management
Florida
$44K +$234 +3 +0.5%
IF
140
Ironwood Financial
Arizona
$39K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$36K – – –
HWA
142
HCR Wealth Advisors
California
$33K -$9.82K -126 -23%
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
MCC
144
Money Concepts Capital
Florida
$33K +$33.6K +431 New
RIM
145
Rockbridge Investment Management
New York
$32K -$3.12K -40 -9%
AWA
146
Arkadios Wealth Advisors
Georgia
$32K -$935 -12 -3%
BC
147
Bartlett & Co
Ohio
$31K – – –
BCWM
148
Bartlett & Co Wealth Management
Ohio
$30.6K – – –
FRA
149
Front Row Advisors
California
$25K – – –
CCM
150
Covington Capital Management
California
$23K – – –
4 5
6
7 8

IDU Hedge Fund Activity: Q4 2020 in Review

187 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2020, worth a combined $299M — down 3% from $308M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IDU positions and 13 closed out — a net gain of 13 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.29M. The largest seller was Janney Montgomery Scott, cutting an estimated $8.91M.

  • 187 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $299M of iShares US Utilities ETF stock for Q4 2020, down 3% quarter-over-quarter.
  • 26 funds opened new iShares US Utilities ETF positions in Q4 2020 and 13 closed out, a net change of +13 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $3.29M added.
  • The largest iShares US Utilities ETF seller in Q4 2020 was Janney Montgomery Scott, an estimated $8.91M sold.

Based on aggregated 13F filings for Q4 2020.