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iShares US Utilities ETF
IDU

238 hedge funds and large institutions have $439M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

12% more capital invested

Capital invested by funds: $391M → $439M (+$48.4M)

7% more funds holding

Funds holding: 222 → 238 (+16)

1.98% more ownership

Funds ownership: 41.04% → 43.02% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
238
Holders Change
+16
Holders Change %
+7.21%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
67
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.2M
2
FPCP
Fort Point Capital Partners
California
+$5.65M
3
MWM
MinichMacGregor Wealth Management
New York
+$4.15M
4
Bank of America
Bank of America
North Carolina
+$2.96M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.04M
2
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$3.79M
3
Prudential Financial
Prudential Financial
New Jersey
-$3.72M
4
KNW
Kesler Norman & Wride
Utah
-$2.95M
5
BCM
Brookstone Capital Management
Illinois
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
151
Carolinas Wealth Consulting
North Carolina
$162K +$504 +6 +0.3%
PIMG
152
Patriot Investment Management Group
Tennessee
$157K +$156K +1,860 New
IA
153
IFP Advisors
Florida
$146K -$22.4K -267 -19%
CTC
154
Central Trust Company
Missouri
$144K – – –
AAMA
155
Advanced Asset Management Advisors
Ohio
$139K – – –
William Blair & Company
156
William Blair & Company
Illinois
$139K – – –
US Bancorp
157
US Bancorp
Minnesota
$127K – – –
AF
158
Allworth Financial
California
$118K +$336 +4 +0.3%
JAWM
159
J. Arnold Wealth Management
Ohio
$94.3K +$91.5K +1,090 New
RA
160
Rise Advisors
New York
$90.8K +$587 +7 +0.7%
KFS
161
Kelly Financial Services
Massachusetts
$89.9K -$4.87K -58 -5%
FWP
162
FAS Wealth Partners
Kansas
$84.8K – – –
AFS
163
Annapolis Financial Services
Maryland
$84.3K – – –
S
164
SignatureFD
Georgia
$82.7K – – –
IAIM
165
Industrial Alliance Investment Management
Quebec, Canada
$79K +$77K +917 New
TSWM
166
Tyler-Stone Wealth Management
Ohio
$70K – – –
AP
167
Advisors Preferred
Maryland
$68K +$66K +786 New
AF
168
Advisornet Financial
Minnesota
$65.7K – – –
TF
169
Tompkins Financial
New York
$64K – – –
CFD
170
Creative Financial Designs
Indiana
$60.9K – – –
IGWM
171
ICA Group Wealth Management
Colorado
$60.3K +$59.6K +710 New
AW
172
Avion Wealth
Texas
$58K – – –
CIA
173
Choate Investment Advisors
Massachusetts
$58K – – –
BTI
174
Blue Trust Inc
Georgia
$52K +$53.9K +642 New
CT
175
Colonial Trust
South Carolina
$51.9K +$50.4K +600 New
5 6
7
8 9

IDU Hedge Fund Activity: Q4 2022 in Review

238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2022, worth a combined $439M — up 12% from $391M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IDU positions and 18 closed out — a net gain of 21 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $10.2M. The largest seller was Wells Fargo, cutting an estimated $4.04M.

  • 238 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2022, up from 222 in Q3 2022.
  • Funds reported $439M of iShares US Utilities ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 39 funds opened new iShares US Utilities ETF positions in Q4 2022 and 18 closed out, a net change of +21 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $10.2M added.
  • The largest iShares US Utilities ETF seller in Q4 2022 was Wells Fargo, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2022.