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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
First Manhattan
201
First Manhattan
New York
$9K -$810 -9 -7%
NF
202
Norwood Financial
Pennsylvania
$9K – – –
AWM
203
Avior Wealth Management
Nebraska
$9K +$10.7K +119 +119%
TWC
204
TD Waterhouse Canada
Ontario, Canada
$8.33K – – –
MAWCM
205
Mine & Arao Wealth Creation & Management
California
$7K – – –
TFS
206
TrustCore Financial Services
Tennessee
$7K – – –
CWM
207
CarsonAllaria Wealth Management
Illinois
$7K +$90 +1 +1%
CAAS
208
Capital Asset Advisory Services
Michigan
$6K – – –
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$6K – – –
FHA
210
First Horizon Advisors
Tennessee
$6K – – –
JHCP
211
Jackson Hole Capital Partners
Oklahoma
$5K – – –
PTC
212
Private Trust Company
Ohio
$5K – – –
BBHC
213
Brown Brothers Harriman & Co
New York
$4K – – –
FFA
214
Founders Financial Alliance
North Carolina
$4K – – –
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.26K – – –
VCM
216
Versant Capital Management
Arizona
$2K – – –
FHC
217
First Heartland Consultants
Missouri
$1.33K +$962K +10,686 +187%
TFA
218
Transamerica Financial Advisors
Florida
$1K -$720 -8 -57%
ZIG
219
Zullo Investment Group
Pennsylvania
$1K – – –
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$156 – – –
WIM
221
Westside Investment Management
California
$37 – – –
Schroder Investment Management Group
222
Schroder Investment Management Group
United Kingdom
– -$4.54M -53,600 Closed
Jane Street
223
Jane Street
New York
– -$2.68M -31,267 Closed
NA
224
Navellier & Associates
Nevada
– -$1.15M -13,391 Closed
Allspring Global Investments
225
Allspring Global Investments
North Carolina
– -$479K -5,600 Closed
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.