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iShares US Utilities ETF
IDU

186 hedge funds and large institutions have $453M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

134.28% more ownership

Funds ownership: 37.23% → 171.51% (+134%)

52% more capital invested

Capital invested by funds: $299M → $453M (+$155M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 188 → 186 (-2)

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
60
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
+$1.09B
2
CWM
Connecticut Wealth Management
Connecticut
+$2.3M
3
TRCT
Tower Research Capital (TRC)
New York
+$1.65M
4
Bank of America
Bank of America
North Carolina
+$1.44M
5
PCH
PGIM Custom Harvest
New Jersey
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.88M
2
IMC Chicago
IMC Chicago
Illinois
-$3.43M
3
LPL Financial
LPL Financial
California
-$1.33M
4
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$875K
5
BWA
Beam Wealth Advisors
Louisiana
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
151
WealthShield Partners
North Carolina
$24K – – –
BAM
152
Baldrige Asset Management
Pennsylvania
$24K +$24.8K +306 New
JIR
153
James Investment Research
Ohio
$23K – – –
CP
154
Corbenic Partners
Pennsylvania
$22K -$7.95K -98 -26%
FWM
155
Focused Wealth Management
New York
$22K +$162 +2 +0.7%
JMF
156
Johnson Midwest Financial
Iowa
$19K – – –
CHA
157
Carmichael Hill & Associates
Maryland
$17K – – –
EWM
158
Endurance Wealth Management
Rhode Island
$17K – – –
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$81 +1 +0.5%
SWA
160
Sutton Wealth Advisors
Florida
$16.3K – – –
AWM
161
Accel Wealth Management
Iowa
$16K – – –
AA
162
Ancora Advisors
Ohio
$16K – – –
AIM
163
Anchor Investment Management
South Carolina
$15.7K – – –
GRP
164
Global Retirement Partners
California
$14K – – –
ME
165
McIlrath & Eck
Washington
$13K – – –
CA
166
Clearstead Advisors
Ohio
$13K +$81 +1 +0.6%
SC
167
SouthState Corp
Florida
$12K – – –
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K – – –
First Manhattan
169
First Manhattan
New York
$9K – – –
IA
170
IFP Advisors
Florida
$9K – – –
TFS
171
TrustCore Financial Services
Tennessee
$7K -$8.11K -100 -53%
MAWCM
172
Mine & Arao Wealth Creation & Management
California
$7K +$81 +1 +1%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$6K – – –
FHA
174
First Horizon Advisors
Tennessee
$5K – – –
JHCP
175
Jackson Hole Capital Partners
Oklahoma
$5K – – –
5 6
7
8 9

IDU Hedge Fund Activity: Q2 2021 in Review

186 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2021, worth a combined $453M — up 52% from $299M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IDU and 15 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 60 added.

The largest buyer was Kelly Financial Services, adding an estimated $1.09B. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.88M.

  • 186 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $453M of iShares US Utilities ETF stock for Q2 2021, up 52% quarter-over-quarter.
  • 15 funds opened new iShares US Utilities ETF positions in Q2 2021 and 16 closed out, a net change of -1 holder.
  • The largest iShares US Utilities ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $1.09B added.
  • The largest iShares US Utilities ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2021.