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iShares US Utilities ETF
IDU

102 hedge funds and large institutions have $586M invested in iShares US Utilities ETF in 2013 Q2 according to their latest regulatory filings, with 102 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $265K

116.36% more ownership

Funds ownership: 0% → 116.36% (+116%)

Holders
102
Holders Change
+102
Holders Change %
–
% of All Funds
3.33%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
102
Increased
–
Reduced
–
Closed
–
Calls
$1.57M
Puts
$265K
Net Calls
+$1.3M
Net Calls Change
+$1.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$106M +$109M +2,240,764 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$66.5M +$68.6M +1,406,292 New
BFA
3
Beaumont Financial Advisors
Massachusetts
$51.5M +$53.2M +1,089,612 New
UCFA
4
United Capital Financial Advisors
Texas
$42.2M +$43.5M +892,410 New
GF
5
Genworth Financial
Virginia
$27.5M +$28.4M +581,720 New
PI
6
Placemark Investments
Illinois
$25.7M +$26.5M +542,598 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$22.4M +$23.1M +473,046 New
FSIM
8
F-Squared Investment Management
Massachusetts
$19.2M +$19.8M +405,856 New
TFA
9
Transamerica Financial Advisors
Florida
$17.5M +$18.1M +370,230 New
Bank of America
10
Bank of America
North Carolina
$17.4M +$18M +368,594 New
DWM
11
Destination Wealth Management
California
$15.8M +$16.3M +334,918 New
Morgan Stanley
12
Morgan Stanley
New York
$14M +$14.5M +296,462 New
LIA
13
LBMC Investment Advisors
Tennessee
$12.1M +$12.4M +255,186 New
PVH
14
Psagot Value Holdings
Israel
$12M +$12.4M +254,134 New
AI
15
Atria Investments
North Carolina
$11.5M +$11.9M +243,116 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$10.7M +$11M +226,022 New
Wells Fargo
17
Wells Fargo
California
$9.62M +$9.93M +203,494 New
NA
18
Navellier & Associates
Nevada
$8.92M +$9.21M +188,710 New
LPL Financial
19
LPL Financial
California
$7.18M +$7.41M +151,934 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$5.62M +$5.8M +118,904 New
HP
21
HT Partners
Connecticut
$5.57M +$5.75M +117,782 New
Citigroup
22
Citigroup
New York
$4.94M +$5.1M +104,534 New
U
23
UBS
Switzerland
$4.84M +$5M +102,406 New
SG Americas Securities
24
SG Americas Securities
New York
$4.11M +$4.23M +86,808 New
CP
25
Corbenic Partners
Pennsylvania
$3.77M +$3.89M +79,694 New
1
2 3 4 5

IDU Hedge Fund Activity: Q2 2013 in Review

102 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2013, worth a combined $586M.

Buyers outnumbered sellers: 102 funds opened new IDU positions and 0 closed out — a net gain of 102 holders — while 0 added to existing stakes and 0 trimmed.

  • 102 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $586M of iShares US Utilities ETF stock for Q2 2013.
  • 102 funds opened new iShares US Utilities ETF positions in Q2 2013 and 0 closed out, a net change of +102 holders.

Based on aggregated 13F filings for Q2 2013.