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iShares US Utilities ETF
IDU

210 hedge funds and large institutions have $404M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $317M → $404M (+$87.2M)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

6% more funds holding

Funds holding: 198 → 210 (+12)

5.82% more ownership

Funds ownership: 36.01% → 41.83% (+5.8%)

Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
63
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$33.5M
2
Bank of America
Bank of America
North Carolina
+$17.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.14M
4
BCM
Brookstone Capital Management
Illinois
+$4.92M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.51M
2
FTS
Fifth Third Securities
Ohio
-$2.03M
3
SPIA
Steward Partners Investment Advisory
New York
-$1.66M
4
Barclays
Barclays
United Kingdom
-$1.11M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
151
Rockbridge Investment Management
New York
$74.3K +$9.61K +113 +16%
TSWM
152
Tyler-Stone Wealth Management
Ohio
$74K – – –
AF
153
Advisornet Financial
Minnesota
$69K +$170 +2 +0.3%
AWM
154
Accel Wealth Management
Iowa
$66K – – –
AW
155
Avion Wealth
Texas
$66K +$61.2K +720 New
CFD
156
Creative Financial Designs
Indiana
$64K – – –
CIA
157
Choate Investment Advisors
Massachusetts
$61K – – –
TRCT
158
Tower Research Capital (TRC)
New York
$51K -$416K -4,890 -90%
TFP
159
Tilia Fiduciary Partners
North Carolina
$48K +$255 +3 +0.6%
MCM
160
MV Capital Management
Maryland
$46K – – –
CAGAS
161
Capital Advisory Group Advisory Services
Minnesota
$46K +$42.5K +500 New
Franklin Resources
162
Franklin Resources
California
$46K +$42.5K +500 New
CFGS
163
Concourse Financial Group Securities
Alabama
$40K – – –
ACM
164
Antonetti Capital Management
Florida
$39K – – –
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
BHWM
166
Beaird Harris Wealth Management
Texas
$36K – – –
SWM
167
Selective Wealth Management
Virginia
$36K – – –
BC
168
Bartlett & Co
Ohio
$36K +$34K +400 New
UB
169
UMB Bank
Missouri
$35K – – –
BCWM
170
Bartlett & Co Wealth Management
Ohio
$34.2K +$34K +400 New
CWP
171
Concord Wealth Partners
Virginia
$34K +$170 +2 +0.5%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$31.1K – – –
SWM
173
Sugarloaf Wealth Management
Georgia
$30K – – –
AAP
174
Arax Advisory Partners
Colorado
$29K – – –
FRA
175
Front Row Advisors
California
$29K – – –
5 6
7
8 9

IDU Hedge Fund Activity: Q1 2022 in Review

210 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2022, worth a combined $404M — up 27% from $317M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IDU positions and 13 closed out — a net gain of 16 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was Prudential Financial, adding an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $2.51M.

  • 210 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2022, up from 198 in Q4 2021.
  • Funds reported $404M of iShares US Utilities ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 29 funds opened new iShares US Utilities ETF positions in Q1 2022 and 13 closed out, a net change of +16 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2022 was Prudential Financial, an estimated $33.5M added.
  • The largest iShares US Utilities ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2022.