IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

164 hedge funds and large institutions have $395M invested in iShares US Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
47
Reduced
48
Closed
15
Calls
$1.39M
Puts
$261K
Net Calls
+$1.13M
Net Calls Change
+$767K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.25M
2
KFS
2
Kelly Financial Services
Massachusetts
$10.2M
3
IMC Chicago
3
IMC Chicago
Illinois
$4.5M
4
Bank of America
4
Bank of America
North Carolina
$45.5M
5
LPL Financial
5
LPL Financial
California
$19.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
SBH
2
Segall Bryant & Hamill
Illinois
$0
3
AG
3
Advisor Group
Arizona
$6.03M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
SWA
152
Sutton Wealth Advisors
Florida
$16.9K – – –
AIM
153
Anchor Investment Management
South Carolina
$16.3K – – –
TFS
154
TrustCore Financial Services
Tennessee
$15K – – –
GRP
155
Global Retirement Partners
California
$15K – – –
ME
156
McIlrath & Eck
Washington
$14K – – –
MWP
157
MYCIO Wealth Partners
Pennsylvania
$11K – – –
1IA
158
1834 Investment Advisors
Wisconsin
$9K – – –
First Manhattan
159
First Manhattan
New York
$9K – – –
GI
160
Gradient Investments
Minnesota
$8K -$27.2K -340 -77%
TIM
161
Tortoise Investment Management
New York
$8K – – –
JHCP
162
Jackson Hole Capital Partners
Oklahoma
$5K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$5K – – –
CFA
164
Carroll Financial Associates
North Carolina
$4K – – –
VCM
165
Versant Capital Management
Arizona
$1K – – –
BlackRock
166
BlackRock
New York
– -$21.4M -283,978 Closed
SBH
167
Segall Bryant & Hamill
Illinois
– -$3.54M -46,900 Closed
FTS
168
Fifth Third Securities
Ohio
– -$2.7M -35,826 Closed
TFA
169
Transamerica Financial Advisors
Florida
– -$2.5M -33,108 Closed
CIBC World Market
170
CIBC World Market
Ontario, Canada
– -$1.86M -24,722 Closed
Wolverine Trading
171
Wolverine Trading
Illinois
– -$215K -2,848 Closed
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
– -$164K -2,170 Closed
AP
173
Advisors Preferred
Maryland
– -$99K -1,318 Closed
RCAG
174
Rehmann Capital Advisory Group
Michigan
– -$97.9K -1,296 Closed
MWM
175
Meridian Wealth Management
Kentucky
– -$396 -526 Closed
4 5 6
7
8