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iShares US Utilities ETF
IDU

191 hedge funds and large institutions have $374M invested in iShares US Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

2% less funds holding

Funds holding: 195 → 191 (-4)

5.55% less ownership

Funds ownership: 94% → 88.45% (-5.5%)

24% less capital invested

Capital invested by funds: $494M → $374M (-$121M)

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
55
Reduced
45
Closed
35
Calls
$318K
Puts
–
Net Calls
+$318K
Net Calls Change
-$314K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.83M
3
CCT
Country Club Trust
Missouri
+$7.75M
4
HF
HRT Financial
New York
+$7.05M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.98M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.7M
2
MWM
MinichMacGregor Wealth Management
New York
-$16.9M
3
SPC
Sigma Planning Corp
Michigan
-$3.11M
4
F
F3Logic
Minnesota
-$2.78M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
151
James Investment Research
Ohio
$41K – – –
AWM
152
Atticus Wealth Management
Florida
$38K – – –
HWA
153
HCR Wealth Advisors
California
$38K – – –
IF
154
Ironwood Financial
Arizona
$35K -$82K -1,028 -67%
IWMA
155
Ironwood Wealth Management (Arizona)
Arizona
$30K – – –
VFA
156
Valeo Financial Advisors
Indiana
$30K – – –
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$29K – – –
BFEC
158
Benjamin F. Edwards & Company
Missouri
$28K +$27.9K +350 +583%
BC
159
Bartlett & Co
Ohio
$28K +$31.9K +400 New
BCWM
160
Bartlett & Co Wealth Management
Ohio
$27.6K – – –
FRA
161
Front Row Advisors
California
$23K – – –
SFPG
162
Stonebridge Financial Planning Group
Florida
$23K – – –
CAGAS
163
Capital Advisory Group Advisory Services
Minnesota
$21K – – –
CCM
164
Covington Capital Management
California
$21K – – –
WP
165
WealthShield Partners
North Carolina
$21K – – –
IWP
166
IAG Wealth Partners
Wisconsin
$21K +$24.3K +304 New
FWM
167
Focused Wealth Management
New York
$18K +$160 +2 +0.8%
CHA
168
Carmichael Hill & Associates
Maryland
$15K – – –
EWM
169
Endurance Wealth Management
Rhode Island
$15K – – –
GWMIA
170
Global Wealth Management Investment Advisory
Florida
$15K – – –
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
SWA
172
Sutton Wealth Advisors
Florida
$14.4K – – –
AA
173
Ancora Advisors
Ohio
$14K – – –
PIP
174
Peachtree Investment Partners
Florida
$14K – – –
AIM
175
Anchor Investment Management
South Carolina
$13.8K – – –
5 6
7
8 9

IDU Hedge Fund Activity: Q1 2020 in Review

191 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2020, worth a combined $374M — down 24% from $494M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IDU and 34 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $78.7M sold.

  • 191 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2020, down from 195 in Q4 2019.
  • Funds reported $374M of iShares US Utilities ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 34 funds opened new iShares US Utilities ETF positions in Q1 2020 and 35 closed out, a net change of -1 holder.
  • The largest iShares US Utilities ETF buyer in Q1 2020 was Morgan Stanley, an estimated $13M added.
  • The largest iShares US Utilities ETF seller in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2020.