iShares US Utilities ETF
IDU
167 hedge funds and large institutions have $379M invested in iShares US Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 19 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
33% more call options, than puts
Call options by funds: $1.45M | Put options by funds: $1.09M
32% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 37
16% more capital invested
Capital invested by funds: $326M → $379M (+$52.6M)
4% more funds holding
Funds holding: 160 → 167 (+7)
3% more ownership
Funds ownership: 82.57% → 85.57% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$21.1M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.44M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.59M |
| 4 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$5.01M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$16.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.31M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.92M |
| 4 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$2.86M |
| 5 |
Goldman Sachs
New York
|
-$2.17M |
IDU Hedge Fund Activity: Q2 2019 in Review
167 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2019, worth a combined $379M — up 16% from $326M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IDU positions and 19 closed out — a net gain of 11 holders — while 49 added to existing stakes and 37 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $21.1M. The largest seller was Grimes & Company, exiting entirely with an estimated $16.5M sold.
- 167 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2019, up from 160 in Q1 2019.
- Funds reported $379M of iShares US Utilities ETF stock for Q2 2019, up 16% quarter-over-quarter.
- 30 funds opened new iShares US Utilities ETF positions in Q2 2019 and 19 closed out, a net change of +11 holders.
- The largest iShares US Utilities ETF buyer in Q2 2019 was BlackRock, an estimated $21.1M added.
- The largest iShares US Utilities ETF seller in Q2 2019 was Grimes & Company, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2019.