IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

101 hedge funds and large institutions have $194M invested in iShares US Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 23 closing their positions.

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
25
Increased
21
Reduced
39
Closed
23
Calls
$326K
Puts
$1.61M
Net Calls
-$1.28M
Net Calls Change
-$1.92M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$6.99M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.79M
3
VF
3
Virtu Financial
New York
$3.59M
4
FIM
4
Fernwood Investment Management
Massachusetts
$2.13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.04M
2
BTS
2
BB&T Securities
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$180K
4
UCFA
4
United Capital Financial Advisors
Texas
$255K
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$36M 376,050 +1,009 +0.3%
DWM
2
Destination Wealth Management
California
$16.8M 175,254 +9,030 +5%
LIA
3
LBMC Investment Advisors
Tennessee
$12M 124,785 +717 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$11.7M 121,941 -26,085 -18%
Bank of America
5
Bank of America
North Carolina
$10.8M 112,193 -2,761 -2%
PVH
6
Psagot Value Holdings
Israel
$9.24M 96,438 +1,667 +2%
CS
7
Credit Suisse
Switzerland
$6.99M 72,928 +72,928 New
LPL Financial
8
LPL Financial
California
$6.7M 69,933 -8,875 -11%
SG Americas Securities
9
SG Americas Securities
New York
$6.66M 69,504 -260,069 -79%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$5.9M 61,525 +2,725 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.79M 60,423 +44,918 +290%
Wells Fargo
12
Wells Fargo
California
$5.74M 59,869 -23,063 -28%
U
13
UBS
Switzerland
$3.73M 38,964 -5,831 -13%
SI
14
Stephens Inc
Arkansas
$3.69M 38,505 -195 -0.5%
VF
15
Virtu Financial
New York
$3.59M 37,429 +37,429 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.86M 29,795 -1,272 -4%
AIP
17
Ameritas Investment Partners
Nebraska
$2.78M 29,000 – –
EHC
18
Everett Harris & Co
California
$2.68M 27,929 -150 -0.5%
OWD
19
Osborn Williams & Donohoe
Ohio
$2.5M 26,119 – –
TRCT
20
Tower Research Capital (TRC)
New York
$2.36M 24,591 -1,667 -6%
DY
21
Dowling & Yahnke
California
$2.32M 24,214 -365 -1%
FIM
22
Fernwood Investment Management
Massachusetts
$2.13M 22,251 +22,251 New
Ameriprise
23
Ameriprise
Minnesota
$2.04M 21,316 -1,627,900 -99%
CIM
24
Confluence Investment Management
Missouri
$1.95M 20,321 -2,908 -13%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.74M 18,189 +12,289 +208%
1
2 3 4 5