iShares US Utilities ETF
183 hedge funds and large institutions have $291M invested in iShares US Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 14 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 186 → 183 (-3)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
36% less capital invested
Capital invested by funds: $453M → $291M (-$162M)
134.96% less ownership
Funds ownership: 171.51% → 36.54% (-135%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$1.87M |
| 2 |
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
+$1.8M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$1.42M |
| 4 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$1.35M |
| 5 |
Morgan Stanley
New York
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$1.11B |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$9.43M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.1M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.46M |
IDU Hedge Fund Activity: Q3 2021 in Review
183 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2021, worth a combined $291M — down 36% from $453M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IDU and 12 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 58 added.
The largest buyer was Fifth Third Securities, opening a new position worth an estimated $1.87M. The largest seller was Kelly Financial Services, cutting an estimated $1.11B.
- 183 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2021, down from 186 in Q2 2021.
- Funds reported $291M of iShares US Utilities ETF stock for Q3 2021, down 36% quarter-over-quarter.
- 12 funds opened new iShares US Utilities ETF positions in Q3 2021 and 14 closed out, a net change of -2 holders.
- The largest iShares US Utilities ETF buyer in Q3 2021 was Fifth Third Securities, an estimated $1.87M added.
- The largest iShares US Utilities ETF seller in Q3 2021 was Kelly Financial Services, an estimated $1.11B sold.
Based on aggregated 13F filings for Q3 2021.