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iShares US Utilities ETF
IDU

Overview Fund Activity

166 hedge funds and large institutions have $376M 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.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
49
Reduced
37
Closed
19
Calls
$1.45M
Puts
$1.09M
Net Calls
+$361K
Net Calls Change
+$36K

Top Buyers

1
BlackRock
1
BlackRock
New York
$21.4M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.56M
3
Ameriprise
3
Ameriprise
Minnesota
$9.99M
4
KFS
4
Kelly Financial Services
Massachusetts
$5.09M
5
SPC
5
Sigma Planning Corp
Michigan
$5.12M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$18.6M
3
TRCT
3
Tower Research Capital (TRC)
New York
$30K
4
SGI
4
Summit Global Investments
Utah
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Anchor Investment Management
South Carolina
$15.1K – – –
GRP
152
Global Retirement Partners
California
$14K -$3.5K -46 -20%
TFS
153
TrustCore Financial Services
Tennessee
$14K +$14K +190 New
IWA
154
IBEX Wealth Advisors
New Jersey
$14K +$14K +192 New
ME
155
McIlrath & Eck
Washington
$12K – – –
MWP
156
MYCIO Wealth Partners
Pennsylvania
$10K +$10K +136 New
1IA
157
1834 Investment Advisors
Wisconsin
$9K – – –
First Manhattan
158
First Manhattan
New York
$9K – – –
S
159
SignatureFD
Georgia
$8K +$8K +106 New
TIM
160
Tortoise Investment Management
New York
$7K – – –
BFEC
161
Benjamin F. Edwards & Company
Missouri
$5K – – –
JHCP
162
Jackson Hole Capital Partners
Oklahoma
$5K – – –
CFA
163
Carroll Financial Associates
North Carolina
$3K – – –
VCM
164
Versant Capital Management
Arizona
$1K – – –
MWM
165
Meridian Wealth Management
Kentucky
$396 +$396 +526 New
WIM
166
Westside Investment Management
California
$104 +$104 +1,390 New
GC
167
Grimes & Company
Massachusetts
– -$16.5M -223,676 Closed
SGI
168
Summit Global Investments
Utah
– -$2.86M -38,854 Closed
Baird Financial Group
169
Baird Financial Group
Wisconsin
– -$1.76M -23,918 Closed
FIG
170
FundX Investment Group
California
– -$1.49M -20,270 Closed
WA
171
Wealthstar Advisors
Texas
– -$274K -3,714 Closed
HT
172
Heritage Trust
Oklahoma
– -$247K -3,358 Closed
MAFM
173
Mid Atlantic Financial Management
Pennsylvania
– -$223K -3,024 Closed
SFSIG
174
San Francisco Sentry Investment Group
California
– -$162K -2,200 Closed
BAM
175
Bruderman Asset Management
New York
– -$146K -1,982 Closed
4 5 6
7
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