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iShares US Utilities ETF
IDU

186 hedge funds and large institutions have $453M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

134.28% more ownership

Funds ownership: 37.23% → 171.51% (+134%)

52% more capital invested

Capital invested by funds: $299M → $453M (+$155M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 188 → 186 (-2)

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
60
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
+$1.09B
2
CWM
Connecticut Wealth Management
Connecticut
+$2.3M
3
TRCT
Tower Research Capital (TRC)
New York
+$1.65M
4
Bank of America
Bank of America
North Carolina
+$1.44M
5
PCH
PGIM Custom Harvest
New Jersey
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.88M
2
IMC Chicago
IMC Chicago
Illinois
-$3.43M
3
LPL Financial
LPL Financial
California
-$1.33M
4
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$875K
5
BWA
Beam Wealth Advisors
Louisiana
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
126
Ellis Investment Partners
Pennsylvania
$86K +$4.62K +57 +5%
MCM
127
MV Capital Management
Maryland
$83K – – –
Citigroup
128
Citigroup
New York
$80K +$3.73K +46 +5%
FWP
129
FAS Wealth Partners
Kansas
$77K – – –
AFS
130
Annapolis Financial Services
Maryland
$76K – – –
S
131
SignatureFD
Georgia
$75K – – –
AWA
132
Arkadios Wealth Advisors
Georgia
$71K +$20.3K +250 +38%
AF
133
Advisornet Financial
Minnesota
$59K +$405 +5 +0.7%
CFD
134
Creative Financial Designs
Indiana
$55K – – –
CIA
135
Choate Investment Advisors
Massachusetts
$53K – – –
APWA
136
Atlas Private Wealth Advisors
New Jersey
$48K +$324 +4 +0.7%
IF
137
Ironwood Financial
Arizona
$40K – – –
Barclays
138
Barclays
United Kingdom
$39K +$40.1K +495 New
CFGS
139
Concourse Financial Group Securities
Alabama
$35K – – –
LWA
140
Lenox Wealth Advisors
New York
$35K +$35.8K +442 New
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
BCWM
142
Bartlett & Co Wealth Management
Ohio
$31.4K – – –
BC
143
Bartlett & Co
Ohio
$31K – – –
SWM
144
Selective Wealth Management
Virginia
$31K +$32.4K +400 New
RIM
145
Rockbridge Investment Management
New York
$29K – – –
APA
146
American Portfolios Advisors
New York
$27.1K -$7.38K -91 -21%
FRA
147
Front Row Advisors
California
$27K – – –
SWM
148
Sugarloaf Wealth Management
Georgia
$26K -$83.8K -1,034 -76%
AAP
149
Arax Advisory Partners
Colorado
$25K +$25.6K +316 New
CCM
150
Covington Capital Management
California
$24K – – –
4 5
6
7 8

IDU Hedge Fund Activity: Q2 2021 in Review

186 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2021, worth a combined $453M — up 52% from $299M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IDU and 15 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 60 added.

The largest buyer was Kelly Financial Services, adding an estimated $1.09B. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.88M.

  • 186 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $453M of iShares US Utilities ETF stock for Q2 2021, up 52% quarter-over-quarter.
  • 15 funds opened new iShares US Utilities ETF positions in Q2 2021 and 16 closed out, a net change of -1 holder.
  • The largest iShares US Utilities ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $1.09B added.
  • The largest iShares US Utilities ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2021.