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iShares US Utilities ETF
IDU

Overview Fund Activity

102 hedge funds and large institutions have $281M invested in iShares US Utilities ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 46 reducing their positions, and 31 closing their positions.

Holders
102
Holders Change
-18
Holders Change %
-15%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.03%
New
13
Increased
24
Reduced
46
Closed
31
Calls
$463K
Puts
$253K
Net Calls
+$210K
Net Calls Change
-$146K

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$13M
2
CS
2
Credit Suisse
Switzerland
$3.64M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.3M
5
RJA
5
Raymond James & Associates
Florida
$2.19M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
AssetMark Inc
2
AssetMark Inc
California
$17K
3
FSIM
3
F-Squared Investment Management
Massachusetts
$0
4
TFA
4
Transamerica Financial Advisors
Florida
$10K
5
PI
5
Placemark Investments
Illinois
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$37.9M 360,320 -67,572 -16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.5M 356,138 -153,286 -30%
Goldman Sachs
3
Goldman Sachs
New York
$35.5M 337,379 -40,448 -11%
DWM
4
Destination Wealth Management
California
$18.7M 177,557 +111 +0.1%
Bank of America
5
Bank of America
North Carolina
$16.8M 159,929 -84,608 -35%
Morgan Stanley
6
Morgan Stanley
New York
$16.3M 155,303 +27,332 +21%
LIA
7
LBMC Investment Advisors
Tennessee
$13M 123,508 +39,058 +46%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$7.35M 69,859 +5,418 +8%
LPL Financial
9
LPL Financial
California
$6.22M 58,867 -234,753 -80%
Wells Fargo
10
Wells Fargo
California
$6.2M 58,890 -67,958 -54%
HNB
11
Huntington National Bank
Ohio
– – – –
U
12
UBS
Switzerland
$5.16M 49,007 +4,736 +11%
SI
13
Stephens Inc
Arkansas
$3.78M 35,935 -2,570 -7%
CS
14
Credit Suisse
Switzerland
$3.64M 34,542 +31,704 +1,117%
SG Americas Securities
15
SG Americas Securities
New York
$3.49M 33,175 +28,593 +624%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.42M 32,465 -6,082 -16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.39M 32,199 +1,846 +6%
OWD
18
Osborn Williams & Donohoe
Ohio
$2.78M 26,419 – –
EHC
19
Everett Harris & Co
California
$2.63M 24,961 -1,416 -5%
Ameriprise
20
Ameriprise
Minnesota
$2.61M 24,832 +1,866 +8%
FAAS
21
First Allied Advisory Services
California
$2.58M 24,488 -15,581 -39%
ICOA
22
Investment Centers of America
North Dakota
$2.52M 23,945 +4,728 +25%
VF
23
Virtu Financial
New York
$2.52M 23,975 -2,816 -11%
DY
24
Dowling & Yahnke
California
$2.26M 21,507 -400 -2%
RJA
25
Raymond James & Associates
Florida
$2.19M 20,818 +20,818 New
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