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iShares US Utilities ETF
IDU

238 hedge funds and large institutions have $439M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

12% more capital invested

Capital invested by funds: $391M → $439M (+$48.4M)

7% more funds holding

Funds holding: 222 → 238 (+16)

1.98% more ownership

Funds ownership: 41.04% → 43.02% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
238
Holders Change
+16
Holders Change %
+7.21%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
67
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.2M
2
FPCP
Fort Point Capital Partners
California
+$5.65M
3
MWM
MinichMacGregor Wealth Management
New York
+$4.15M
4
Bank of America
Bank of America
North Carolina
+$2.96M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.04M
2
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$3.79M
3
Prudential Financial
Prudential Financial
New Jersey
-$3.72M
4
KNW
Kesler Norman & Wride
Utah
-$2.95M
5
BCM
Brookstone Capital Management
Illinois
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
126
NTV Asset Management
West Virginia
$254K – – –
BWA
127
BDO Wealth Advisors
Florida
$253K – – –
NA
128
NewEdge Advisors
Louisiana
$253K +$87.6K +1,044 +5%
FFN
129
Focus Financial Network
Minnesota
$249K +$1.26K +15 +0.5%
IP
130
Intellectus Partners
California
$241K -$77K -918 -25%
KTA
131
Keeley-Teton Advisors
Illinois
$240K – – –
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$240K -$84.1K -1,002 -27%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$237K -$15.6K -186 -6%
CWS
134
Cypress Wealth Services
California
$233K +$923 +11 +0.4%
CB
135
Commerce Bank
Missouri
$231K – – –
USCWA
136
U.S. Capital Wealth Advisors
Texas
$228K – – –
Marshall Wace
137
Marshall Wace
United Kingdom
$225K +$218K +2,600 New
MCC
138
Money Concepts Capital
Florida
$225K +$192K +2,285 +735%
AAS
139
Ameritas Advisory Services
Nebraska
$223K +$216K +2,579 New
WTB
140
Washington Trust Bank
Washington
$223K – – –
HT
141
Heritage Trust
Oklahoma
$221K – – –
RJT
142
Raymond James Trust
Florida
$219K – – –
WANY
143
Wealthspire Advisors (New York)
New York
$214K – – –
AWM
144
Alterna Wealth Management
Texas
$211K +$205K +2,440 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$210K -$17.4K -207 -8%
Brown Advisory
146
Brown Advisory
Maryland
$208K +$201K +2,400 New
F
147
F3Logic
Minnesota
$206K +$200K +2,378 New
GBS
148
Gallagher Benefit Services
Illinois
$206K +$200K +2,378 New
ASN
149
Advisory Services Network
Georgia
$177K +$172K +2,044 New
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$167K – – –
4 5
6
7 8

IDU Hedge Fund Activity: Q4 2022 in Review

238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2022, worth a combined $439M — up 12% from $391M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IDU positions and 18 closed out — a net gain of 21 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $10.2M. The largest seller was Wells Fargo, cutting an estimated $4.04M.

  • 238 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2022, up from 222 in Q3 2022.
  • Funds reported $439M of iShares US Utilities ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 39 funds opened new iShares US Utilities ETF positions in Q4 2022 and 18 closed out, a net change of +21 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $10.2M added.
  • The largest iShares US Utilities ETF seller in Q4 2022 was Wells Fargo, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2022.