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iShares US Utilities ETF
IDU

184 hedge funds and large institutions have $313M invested in iShares US Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 191 → 184 (-7)

5.82% less ownership

Funds ownership: 88.45% → 82.63% (-5.8%)

16% less capital invested

Capital invested by funds: $374M → $313M (-$60.4M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

43% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
184
Holders Change
-7
Holders Change %
-3.66%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
69
Closed
25
Calls
$5.59M
Puts
–
Net Calls
+$5.59M
Net Calls Change
+$5.28M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$6.43M
2
GSWM
Golden State Wealth Management
California
+$6.38M
3
Goldman Sachs
Goldman Sachs
New York
+$4.33M
4
SPC
Sigma Planning Corp
Michigan
+$2.5M
5
UBS Group
UBS Group
Switzerland
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.1M
2
Wells Fargo
Wells Fargo
California
-$12.4M
3
SFI
SPC Financial Inc
Maryland
-$11.9M
4
Bank of America
Bank of America
North Carolina
-$9.14M
5
CCT
Country Club Trust
Missouri
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
151
Bartlett & Co
Ohio
$28K – – –
VFA
152
Valeo Financial Advisors
Indiana
$28K – – –
KPW
153
Kore Private Wealth
New York
$28K +$27.6K +386 +1,755%
SFPG
154
Stonebridge Financial Planning Group
Florida
$23K – – –
FRA
155
Front Row Advisors
California
$22K – – –
IWP
156
IAG Wealth Partners
Wisconsin
$22K – – –
CCM
157
Covington Capital Management
California
$21K – – –
WP
158
WealthShield Partners
North Carolina
$21K – – –
JIR
159
James Investment Research
Ohio
$20K -$22.2K -310 -52%
FWM
160
Focused Wealth Management
New York
$19K +$143 +2 +0.8%
AWM
161
Apollon Wealth Management
South Carolina
$18K +$18.6K +260 New
CHA
162
Carmichael Hill & Associates
Maryland
$15K – – –
EWM
163
Endurance Wealth Management
Rhode Island
$15K – – –
GWMIA
164
Global Wealth Management Investment Advisory
Florida
$15K – – –
LWANC
165
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
SWA
166
Sutton Wealth Advisors
Florida
$14.6K – – –
AIM
167
Anchor Investment Management
South Carolina
$14K – – –
AA
168
Ancora Advisors
Ohio
$14K – – –
GRP
169
Global Retirement Partners
California
$13K – – –
TFS
170
TrustCore Financial Services
Tennessee
$13K – – –
ME
171
McIlrath & Eck
Washington
$12K – – –
CA
172
Clearstead Advisors
Ohio
$11K – – –
1IA
173
1834 Investment Advisors
Wisconsin
$8K – – –
First Manhattan
174
First Manhattan
New York
$8K – – –
CAGAS
175
Capital Advisory Group Advisory Services
Minnesota
$7K -$14.3K -200 -67%
5 6
7
8 9

IDU Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2020, worth a combined $313M — down 16% from $374M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IDU and 20 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 39 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.43M. The largest seller was Morgan Stanley, cutting an estimated $13.1M.

  • 184 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2020, down from 191 in Q1 2020.
  • Funds reported $313M of iShares US Utilities ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 20 funds opened new iShares US Utilities ETF positions in Q2 2020 and 25 closed out, a net change of -5 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2020 was Citadel Advisors, an estimated $6.43M added.
  • The largest iShares US Utilities ETF seller in Q2 2020 was Morgan Stanley, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2020.