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iShares US Utilities ETF
IDU

187 hedge funds and large institutions have $299M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

7% more funds holding

Funds holding: 175 → 187 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $308M → $299M (-$9.21M)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

41.59% less ownership

Funds ownership: 79.84% → 38.26% (-42%)

Holders
187
Holders Change
+12
Holders Change %
+6.86%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
44
Reduced
61
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.29M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.42M
3
FAIM
Financial Advocates Investment Management
Washington
+$1.3M
4
DWM
Destination Wealth Management
California
+$949K
5
TP
Tranquility Partners
Tennessee
+$907K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.91M
2
Goldman Sachs
Goldman Sachs
New York
-$3.89M
3
Morgan Stanley
Morgan Stanley
New York
-$3.73M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.73M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
151
James Investment Research
Ohio
$23K – – –
FWM
152
Focused Wealth Management
New York
$21K +$78 +1 +0.4%
JMF
153
Johnson Midwest Financial
Iowa
$19K +$19.3K +248 New
CHA
154
Carmichael Hill & Associates
Maryland
$17K – – –
EWM
155
Endurance Wealth Management
Rhode Island
$17K – – –
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
SWA
157
Sutton Wealth Advisors
Florida
$16.1K – – –
AA
158
Ancora Advisors
Ohio
$16K – – –
EA
159
Elm Advisors
California
$16K +$15.6K +200 New
AWM
160
Accel Wealth Management
Iowa
$16K +$16.2K +208 New
AIM
161
Anchor Investment Management
South Carolina
$15.5K – – –
TFS
162
TrustCore Financial Services
Tennessee
$15K – – –
GRP
163
Global Retirement Partners
California
$14K -$78 -1 -0.5%
ME
164
McIlrath & Eck
Washington
$13K – – –
SFPG
165
Stonebridge Financial Planning Group
Florida
$13K – – –
SC
166
SouthState Corp
Florida
$12K – – –
CA
167
Clearstead Advisors
Ohio
$12K +$78 +1 +0.6%
RA
168
Reby Advisors
Connecticut
$12K +$11.7K +150 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K -$46.7K -600 -82%
GEA
170
Glen Eagle Advisors
New Jersey
$10.1K +$10.1K +130 New
PB
171
Pinnacle Bancorp
Nebraska
$10K +$5.14K +66 +106%
First Manhattan
172
First Manhattan
New York
$9K -$78 -1 -0.8%
1IA
173
1834 Investment Advisors
Wisconsin
$9K – – –
CAGAS
174
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
IAIM
175
International Assets Investment Management
Florida
$8K +$7.79K +100 New
5 6
7
8 9

IDU Hedge Fund Activity: Q4 2020 in Review

187 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2020, worth a combined $299M — down 3% from $308M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IDU positions and 13 closed out — a net gain of 13 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.29M. The largest seller was Janney Montgomery Scott, cutting an estimated $8.91M.

  • 187 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $299M of iShares US Utilities ETF stock for Q4 2020, down 3% quarter-over-quarter.
  • 26 funds opened new iShares US Utilities ETF positions in Q4 2020 and 13 closed out, a net change of +13 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $3.29M added.
  • The largest iShares US Utilities ETF seller in Q4 2020 was Janney Montgomery Scott, an estimated $8.91M sold.

Based on aggregated 13F filings for Q4 2020.