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iShares US Utilities ETF
IDU

224 hedge funds and large institutions have $427M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

7% more funds holding

Funds holding: 210 → 224 (+14)

6% more capital invested

Capital invested by funds: $404M → $427M (+$22.8M)

1.2% more ownership

Funds ownership: 41.83% → 43.03% (+1.2%)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
70
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.98M
2
TC
TAP Consulting
Missouri
+$6.11M
3
Morgan Stanley
Morgan Stanley
New York
+$5.6M
4
FTS
Fifth Third Securities
Ohio
+$4.03M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.32M

Top Sellers

1
DWM
Destination Wealth Management
California
-$2.85M
2
BCM
Brookstone Capital Management
Illinois
-$2.33M
3
KAS
Kestra Advisory Services
Texas
-$1.26M
4
SLWA
San Luis Wealth Advisors
California
-$889K
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
126
Commerce Bank
Missouri
$245K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$234K +$707 +8 +0.3%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$232K -$4.77K -54 -2%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$231K -$3.09K -35 -1%
CWS
130
Cypress Wealth Services
California
$228K +$236K +2,667 New
USCWA
131
U.S. Capital Wealth Advisors
Texas
$226K +$233K +2,639 New
WTB
132
Washington Trust Bank
Washington
$221K – – –
HT
133
Heritage Trust
Oklahoma
$219K – – –
TC
134
Telemus Capital
Michigan
$218K +$225K +2,546 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$214K -$23.5K -266 -10%
WANY
136
Wealthspire Advisors (New York)
New York
$212K – – –
PIMG
137
Patriot Investment Management Group
Tennessee
$207K – – –
Brown Advisory
138
Brown Advisory
Maryland
$205K – – –
CWM
139
Castle Wealth Management
Florida
$179K +$185K +2,090 New
CWC
140
Carolinas Wealth Consulting
North Carolina
$159K +$795 +9 +0.5%
VVP
141
Venture Visionary Partners
Ohio
$146K +$150K +1,700 New
CA
142
CoreCap Advisors
Michigan
$145K +$150K +1,693 New
CTC
143
Central Trust Company
Missouri
$142K – – –
AAMA
144
Advanced Asset Management Advisors
Ohio
$138K – – –
US Bancorp
145
US Bancorp
Minnesota
$134K – – –
IA
146
IFP Advisors
Florida
$130K – – –
William Blair & Company
147
William Blair & Company
Illinois
$121K – – –
AF
148
Allworth Financial
California
$116K +$177 +2 +0.1%
AIP
149
Ahrens Investment Partners
Louisiana
$103K – – –
KFS
150
Kelly Financial Services
Massachusetts
$93.8K -$12.2K -138 -11%
4 5
6
7 8

IDU Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2022, worth a combined $427M — up 5.6% from $404M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDU positions and 13 closed out — a net gain of 14 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $7.98M. The largest seller was Destination Wealth Management, cutting an estimated $2.85M.

  • 224 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2022, up from 210 in Q1 2022.
  • Funds reported $427M of iShares US Utilities ETF stock for Q2 2022, up 5.6% quarter-over-quarter.
  • 27 funds opened new iShares US Utilities ETF positions in Q2 2022 and 13 closed out, a net change of +14 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $7.98M added.
  • The largest iShares US Utilities ETF seller in Q2 2022 was Destination Wealth Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2022.