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iShares US Utilities ETF

215 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% less ownership

Funds ownership: 42.34%41.82% (-0.52%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 218215 (-3)

10% less capital invested

Capital invested by funds: $413M → $373M (-$39.2M)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
55
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
126
Sunbelt Securities
Texas
$188K
CWC
127
Carolinas Wealth Consulting
North Carolina
$154K +$416 +5 +0.3%
CTC
128
Central Trust Company
Missouri
$136K
AAMA
129
Advanced Asset Management Advisors
Ohio
$131K
NSG
130
Nalls Sherbakoff Group
Tennessee
$127K
US Bancorp
131
US Bancorp
Minnesota
$120K
MCI
132
MRP Capital Investments
Georgia
$119K
AF
133
Allworth Financial
California
$112K +$167 +2 +0.1%
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K
IAIM
135
Industrial Alliance Investment Management
Quebec, Canada
$106K -$202K -2,431 -65%
S
136
SignatureFD
Georgia
$98.5K +$83 +1 +0.1%
RA
137
Rise Advisors
New York
$86.8K +$416 +5 +0.5%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.3K +$81.6K +980 +2,450%
FWP
139
FAS Wealth Partners
Kansas
$80.1K
AFS
140
Annapolis Financial Services
Maryland
$79.6K
KFS
141
Kelly Financial Services
Massachusetts
$79.6K -$8.91K -107 -10%
ACA
142
Aptus Capital Advisors
Alabama
$74.3K +$333 +4 +0.4%
PG
143
Prostatis Group
Maryland
$70.5K +$6.39M +76,763 New
TSWM
144
Tyler-Stone Wealth Management
Ohio
$66K +$67.6K +812 New
BCWM
145
Bartlett & Co Wealth Management
Ohio
$65.4K +$33.3K +400 +100%
IA
146
IFP Advisors
Florida
$65.4K -$29.6K -356 -31%
BC
147
Bartlett & Co
Ohio
$65K +$33.3K +400 +100%
AF
148
Advisornet Financial
Minnesota
$62.1K
TF
149
Tompkins Financial
New York
$60.5K
SIS
150
Strategic Investment Solutions
Illinois
$60.2K

IDU Hedge Fund Activity: Q2 2023 in Review

215 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2023, worth a combined $373M — down 9.5% from $413M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IDU and 19 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 55 added.

The largest buyer was Prostatis Group, opening a new position worth an estimated $6.39M. The largest seller was Bank of America, cutting an estimated $19.8M.

  • 215 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2023, down from 218 in Q1 2023.
  • Funds reported $373M of iShares US Utilities ETF stock for Q2 2023, down 9.5% quarter-over-quarter.
  • 19 funds opened new iShares US Utilities ETF positions in Q2 2023 and 20 closed out, a net change of -1 holder.
  • The largest iShares US Utilities ETF buyer in Q2 2023 was Prostatis Group, an estimated $6.39M added.
  • The largest iShares US Utilities ETF seller in Q2 2023 was Bank of America, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2023.