iShares US Utilities ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$10.2M |
| 2 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
+$5.65M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$4.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.96M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.04M |
| 2 |
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
-$3.79M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$3.72M |
| 4 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$2.95M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.83M |
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.