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iShares US Utilities ETF
IDU

224 hedge funds and large institutions have $427M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

7% more funds holding

Funds holding: 210 → 224 (+14)

6% more capital invested

Capital invested by funds: $404M → $427M (+$22.8M)

1.2% more ownership

Funds ownership: 41.83% → 43.03% (+1.2%)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
70
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.98M
2
TC
TAP Consulting
Missouri
+$6.11M
3
Morgan Stanley
Morgan Stanley
New York
+$5.6M
4
FTS
Fifth Third Securities
Ohio
+$4.03M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.32M

Top Sellers

1
DWM
Destination Wealth Management
California
-$2.85M
2
BCM
Brookstone Capital Management
Illinois
-$2.33M
3
KAS
Kestra Advisory Services
Texas
-$1.26M
4
SLWA
San Luis Wealth Advisors
California
-$889K
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
151
Rise Advisors
New York
$89K +$442 +5 +0.5%
FWP
152
FAS Wealth Partners
Kansas
$84K – – –
AFS
153
Annapolis Financial Services
Maryland
$83K – – –
S
154
SignatureFD
Georgia
$82K – – –
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$77K +$353 +4 +0.4%
AF
156
Advisornet Financial
Minnesota
$77K +$12.5K +142 +19%
TSWM
157
Tyler-Stone Wealth Management
Ohio
$70K – – –
CI
158
CX Institutional
Indiana
$63K +$65K +735 New
AW
159
Avion Wealth
Texas
$62K – – –
CFD
160
Creative Financial Designs
Indiana
$60K – – –
CIA
161
Choate Investment Advisors
Massachusetts
$57K – – –
SWA
162
SOA Wealth Advisors
New York
$46K -$48.1K -544 -50%
TFP
163
Tilia Fiduciary Partners
North Carolina
$45K +$265 +3 +0.6%
CAGAS
164
Capital Advisory Group Advisory Services
Minnesota
$43K – – –
Franklin Resources
165
Franklin Resources
California
$43K – – –
MCM
166
MV Capital Management
Maryland
$43K – – –
CFGS
167
Concourse Financial Group Securities
Alabama
$38K – – –
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
HFS
169
Heritage Financial Services
Massachusetts
$35K +$36.8K +416 New
BCWM
170
Bartlett & Co Wealth Management
Ohio
$34.2K – – –
BC
171
Bartlett & Co
Ohio
$34K – – –
BHWM
172
Beaird Harris Wealth Management
Texas
$34K – – –
SWM
173
Selective Wealth Management
Virginia
$34K – – –
UB
174
UMB Bank
Missouri
$33K – – –
CWP
175
Concord Wealth Partners
Virginia
$32K +$177 +2 +0.5%
5 6
7
8 9

IDU Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2022, worth a combined $427M — up 5.6% from $404M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDU positions and 13 closed out — a net gain of 14 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $7.98M. The largest seller was Destination Wealth Management, cutting an estimated $2.85M.

  • 224 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2022, up from 210 in Q1 2022.
  • Funds reported $427M of iShares US Utilities ETF stock for Q2 2022, up 5.6% quarter-over-quarter.
  • 27 funds opened new iShares US Utilities ETF positions in Q2 2022 and 13 closed out, a net change of +14 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $7.98M added.
  • The largest iShares US Utilities ETF seller in Q2 2022 was Destination Wealth Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2022.