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iShares US Utilities ETF
IDU

Overview Fund Activity

98 hedge funds and large institutions have $253M invested in iShares US Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
34
Reduced
32
Closed
16
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
QA
2
Quantitative Advantage
Minnesota
$12.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.53M
4
Bank of America
4
Bank of America
North Carolina
$18M
5
Citigroup
5
Citigroup
New York
$5.45M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
VF
3
Virtu Financial
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.91M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$40.5M 388,818 +12,768 +3%
LPL Financial
2
LPL Financial
California
$26.8M 256,746 +186,813 +267%
DWM
3
Destination Wealth Management
California
$18.4M 176,659 +1,405 +0.8%
Bank of America
4
Bank of America
North Carolina
$18M 172,586 +60,393 +54%
LIA
5
LBMC Investment Advisors
Tennessee
$12.9M 124,287 -498 -0.4%
QA
6
Quantitative Advantage
Minnesota
$12.5M 120,188 +120,188 New
Morgan Stanley
7
Morgan Stanley
New York
$12M 115,297 -6,644 -5%
Wells Fargo
8
Wells Fargo
California
$8.97M 86,132 +26,263 +44%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$6.72M 64,530 +3,005 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.53M 62,622 +60,739 +3,226%
SG Americas Securities
11
SG Americas Securities
New York
$6M 57,571 -11,933 -17%
Citigroup
12
Citigroup
New York
$5.45M 52,269 +50,026 +2,230%
U
13
UBS
Switzerland
$4.73M 45,354 +6,390 +16%
NPC
14
National Planning Corporation
California
$4.11M 39,768 +36,404 +1,082%
SI
15
Stephens Inc
Arkansas
$4.02M 38,610 +105 +0.3%
UCFA
16
United Capital Financial Advisors
Texas
$4.01M 38,501 +35,840 +1,347%
HNB
17
Huntington National Bank
Ohio
– – – –
FAAS
18
First Allied Advisory Services
California
$3.6M 34,591 +25,552 +283%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.49M 33,527 +3,732 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.91M 27,908 -32,515 -54%
AIP
21
Ameritas Investment Partners
Nebraska
$2.81M 27,000 -2,000 -7%
OWD
22
Osborn Williams & Donohoe
Ohio
$2.77M 26,619 +500 +2%
EHC
23
Everett Harris & Co
California
$2.77M 26,593 -1,336 -5%
DY
24
Dowling & Yahnke
California
$2.48M 23,771 -443 -2%
FIM
25
Fernwood Investment Management
Massachusetts
$2.31M 22,148 -103 -0.5%
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