We are live on ! Find out more
IDU icon

iShares US Utilities ETF
IDU

198 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $291M → $317M (+$25.6M)

8% more funds holding

Funds holding: 183 → 198 (+15)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0.54% less ownership

Funds ownership: 36.54% → 36.01% (-0.54%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
54
Reduced
53
Closed
19
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

Rank Fund Capital Flow
1
LIA
LBMC Investment Advisors
Tennessee
+$9.22M
2
Prudential Financial
Prudential Financial
New Jersey
+$4.06M
3
LPL Financial
LPL Financial
California
+$1.86M
4
Bank of America
Bank of America
North Carolina
+$1.09M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$14.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
3
DAS
Dynamic Advisor Solutions
Arizona
-$1.09M
4
BCV
Banque Cantonale Vaudoise
Switzerland
-$868K
5
PAG
Private Advisor Group
New Jersey
-$851K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
SWM
152
Selective Wealth Management
Virginia
$35K – – –
BHWM
153
Beaird Harris Wealth Management
Texas
$35K +$33.1K +396 New
UB
154
UMB Bank
Missouri
$34K +$32.6K +390 New
CWP
155
Concord Wealth Partners
Virginia
$32K +$30.7K +367 New
APA
156
American Portfolios Advisors
New York
$30.8K +$84 +1 +0.3%
Koshinski Asset Management
157
Koshinski Asset Management
Illinois
$30.2K – – –
SWM
158
Sugarloaf Wealth Management
Georgia
$29K – – –
MCC
159
Money Concepts Capital
Florida
$29K +$27.3K +326 New
AAP
160
Arax Advisory Partners
Colorado
$28K – – –
FRA
161
Front Row Advisors
California
$28K – – –
CCM
162
Covington Capital Management
California
$27K – – –
JIR
163
James Investment Research
Ohio
$26K – – –
FWM
164
Focused Wealth Management
New York
$25K +$84 +1 +0.4%
CP
165
Corbenic Partners
Pennsylvania
$25K +$251 +3 +1%
JMF
166
Johnson Midwest Financial
Iowa
$22K – – –
WA
167
Win Advisors
Florida
$20K +$19K +227 New
CHA
168
Carmichael Hill & Associates
Maryland
$19K – – –
EWM
169
Endurance Wealth Management
Rhode Island
$19K – – –
LWANC
170
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
SWA
171
Sutton Wealth Advisors
Florida
$18.4K – – –
HI
172
Harbour Investments
Wisconsin
$18K -$85.9K -1,027 -84%
AA
173
Ancora Advisors
Ohio
$18K – – –
AIM
174
Anchor Investment Management
South Carolina
$17.7K – – –
ME
175
McIlrath & Eck
Washington
$15K – – –
5 6
7
8 9

IDU Hedge Fund Activity: Q4 2021 in Review

198 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2021, worth a combined $317M — up 8.8% from $291M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IDU positions and 19 closed out — a net gain of 18 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $9.22M. The largest seller was Kelly Financial Services, cutting an estimated $14.3M.

  • 198 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2021, up from 183 in Q3 2021.
  • Funds reported $317M of iShares US Utilities ETF stock for Q4 2021, up 8.8% quarter-over-quarter.
  • 37 funds opened new iShares US Utilities ETF positions in Q4 2021 and 19 closed out, a net change of +18 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2021 was LBMC Investment Advisors, an estimated $9.22M added.
  • The largest iShares US Utilities ETF seller in Q4 2021 was Kelly Financial Services, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2021.