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iShares US Utilities ETF
IDU

222 hedge funds and large institutions have $391M invested in iShares US Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 224 → 222 (-2)

1.98% less ownership

Funds ownership: 43.03% → 41.04% (-2%)

9% less capital invested

Capital invested by funds: $427M → $391M (-$36.5M)

Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
66
Reduced
59
Closed
23
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
+$215K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
+$8.05M
2
Bank of America
Bank of America
North Carolina
+$6.38M
3
Wells Fargo
Wells Fargo
California
+$5.97M
4
Morgan Stanley
Morgan Stanley
New York
+$3.91M
5
SFI
SPC Financial Inc
Maryland
+$2.89M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$35.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.54M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.38M
4
TC
TAP Consulting
Missouri
-$2.8M
5
Jane Street
Jane Street
New York
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
176
TS Financial Group (TSFG)
Illinois
$28K +$90 +1 +0.3%
BCMLT
177
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K – – –
SWM
178
Sugarloaf Wealth Management
Georgia
$27K – – –
WA
179
Win Advisors
Florida
$26K -$180 -2 -0.6%
AAP
180
Arax Advisory Partners
Colorado
$26K – – –
FRA
181
Front Row Advisors
California
$26K – – –
MCC
182
Money Concepts Capital
Florida
$25K +$2.16K +24 +8%
FF
183
FourThought Financial
Florida
$24K – – –
FWM
184
Focused Wealth Management
New York
$23K +$180 +2 +0.7%
HI
185
Harbour Investments
Wisconsin
$22K – – –
CHA
186
Carmichael Hill & Associates
Maryland
$18K – – –
EWM
187
Endurance Wealth Management
Rhode Island
$18K – – –
LWANC
188
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K – – –
SWA
189
Sutton Wealth Advisors
Florida
$16.9K – – –
AIM
190
Anchor Investment Management
South Carolina
$16.2K – – –
AA
191
Ancora Advisors
Ohio
$16K – – –
EIP
192
Ellis Investment Partners
Pennsylvania
$16K +$90 +1 +0.5%
RIA
193
Realta Investment Advisors
Delaware
$16K +$17.3K +192 New
WFA
194
Wipfli Financial Advisors
Wisconsin
$15K +$16.7K +186 New
ME
195
McIlrath & Eck
Washington
$13K – – –
CA
196
Clearstead Advisors
Ohio
$13K +$90 +1 +0.6%
HBW
197
Hazlett, Burt & Watson
West Virginia
$12K – – –
SC
198
SouthState Corp
Florida
$12K – – –
AWM
199
Accel Wealth Management
Iowa
$11K – – –
JIR
200
James Investment Research
Ohio
$9K -$15.8K -175 -60%
6 7
8
9 10

IDU Hedge Fund Activity: Q3 2022 in Review

222 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2022, worth a combined $391M — down 8.6% from $427M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IDU positions and 23 closed out — a net gain of 1 holder — while 66 added to existing stakes and 59 trimmed.

The largest buyer was MinichMacGregor Wealth Management, opening a new position worth an estimated $8.05M. The largest seller was Prudential Financial, cutting an estimated $35.4M.

  • 222 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2022, down from 224 in Q2 2022.
  • Funds reported $391M of iShares US Utilities ETF stock for Q3 2022, down 8.6% quarter-over-quarter.
  • 24 funds opened new iShares US Utilities ETF positions in Q3 2022 and 23 closed out, a net change of +1 holder.
  • The largest iShares US Utilities ETF buyer in Q3 2022 was MinichMacGregor Wealth Management, an estimated $8.05M added.
  • The largest iShares US Utilities ETF seller in Q3 2022 was Prudential Financial, an estimated $35.4M sold.

Based on aggregated 13F filings for Q3 2022.