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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
ACM
176
Antonetti Capital Management
Florida
$30K -$6.54K -74 -17%
TFGT
177
TS Financial Group (TSFG)
Illinois
$30K +$30.9K +350 New
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K – – –
SWM
179
Sugarloaf Wealth Management
Georgia
$28K – – –
WA
180
Win Advisors
Florida
$28K +$8.93K +101 +46%
SWM
181
SeaCrest Wealth Management
New York
$28K +$29K +328 New
AAP
182
Arax Advisory Partners
Colorado
$27K – – –
FRA
183
Front Row Advisors
California
$27K – – –
FF
184
FourThought Financial
Florida
$26K – – –
MCC
185
Money Concepts Capital
Florida
$25K -$164K -1,855 -87%
JIR
186
James Investment Research
Ohio
$25K – – –
CP
187
Corbenic Partners
Pennsylvania
$24K +$88 +1 +0.4%
FWM
188
Focused Wealth Management
New York
$24K +$88 +1 +0.4%
HI
189
Harbour Investments
Wisconsin
$22K +$22.9K +259 New
JMF
190
Johnson Midwest Financial
Iowa
$21K – – –
CHA
191
Carmichael Hill & Associates
Maryland
$19K – – –
EWM
192
Endurance Wealth Management
Rhode Island
$19K – – –
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K +$88 +1 +0.5%
SWA
194
Sutton Wealth Advisors
Florida
$17.8K – – –
AIM
195
Anchor Investment Management
South Carolina
$17.1K – – –
EIP
196
Ellis Investment Partners
Pennsylvania
$17K -$4.42K -50 -20%
AA
197
Ancora Advisors
Ohio
$17K – – –
GRP
198
Global Retirement Partners
California
$16K – – –
TWA
199
TCI Wealth Advisors
Arizona
$15K +$15.9K +180 New
ME
200
McIlrath & Eck
Washington
$14K – – –
6 7
8
9 10

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.