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iShares US Utilities ETF
IDU

Overview Fund Activity

101 hedge funds and large institutions have $842M invested in iShares US Utilities ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
15
Increased
39
Reduced
33
Closed
14
Calls
$638K
Puts
–
Net Calls
+$638K
Net Calls Change
-$667K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$155M
2
AssetMark Inc
2
AssetMark Inc
California
$41.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.2M
4
NA
4
Navellier & Associates
Nevada
$43.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$30.9M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$14.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.5M
3
Bank of America
3
Bank of America
North Carolina
$10.8M
4
CP
4
Corbenic Partners
Pennsylvania
$0
5
PVH
5
Psagot Value Holdings
Israel
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$155M 1,649,216 +528,834 +47%
BTS
2
BB&T Securities
Virginia
$87.3M 92,989 +11,985 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$63.8M 679,330 -23,816 -3%
UCFA
4
United Capital Financial Advisors
Texas
$52.1M 554,427 +108,222 +24%
NA
5
Navellier & Associates
Nevada
$43.3M 461,102 +366,747 +389%
AssetMark Inc
6
AssetMark Inc
California
$41.9M 445,738 +445,738 New
PI
7
Placemark Investments
Illinois
$40.2M 428,056 +156,757 +58%
Goldman Sachs
8
Goldman Sachs
New York
$35.2M 375,041 +375,041 New
SG Americas Securities
9
SG Americas Securities
New York
$30.9M 329,573 +286,169 +659%
TFA
10
Transamerica Financial Advisors
Florida
$25.7M 274,005 +88,890 +48%
FSIM
11
F-Squared Investment Management
Massachusetts
$22.7M 242,157 +39,229 +19%
DWM
12
Destination Wealth Management
California
$15.6M 166,224 -1,235 -0.7%
BFA
13
Beaumont Financial Advisors
Massachusetts
$14.3M 152,135 -392,671 -72%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$14.2M 151,302 +38,291 +34%
Morgan Stanley
15
Morgan Stanley
New York
$13.9M 148,026 -205 -0.1%
AI
16
Atria Investments
North Carolina
$13.9M 147,570 +26,012 +21%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$12.5M 133,398 -103,125 -44%
SAM
18
Shamrock Asset Management
Texas
$12.3M 131,337 +131,337 New
LIA
19
LBMC Investment Advisors
Tennessee
$11.6M 124,068 -3,525 -3%
Bank of America
20
Bank of America
North Carolina
$10.8M 114,954 -69,343 -38%
PFS
21
Prospera Financial Services
Texas
$9.5M 100,691 +100,691 New
HP
22
HT Partners
Connecticut
$9.13M 97,277 +38,386 +65%
PVH
23
Psagot Value Holdings
Israel
$8.9M 94,771 -32,296 -25%
Wells Fargo
24
Wells Fargo
California
$7.79M 82,932 -18,815 -18%
LPL Financial
25
LPL Financial
California
$7.49M 78,808 +2,841 +4%
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