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iShares US Utilities ETF
IDU

Overview Fund Activity

129 hedge funds and large institutions have $877M invested in iShares US Utilities ETF in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
129
Holders Change
+27
Holders Change %
+26.47%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.16%
New
38
Increased
46
Reduced
26
Closed
9
Calls
$1.69M
Puts
$1.42M
Net Calls
+$272K
Net Calls Change
+$62K

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
AssetMark Inc
2
AssetMark Inc
California
$90.8M
3
BTS
3
BB&T Securities
Virginia
$87.1M
4
TFA
4
Transamerica Financial Advisors
Florida
$85.2M
5
PI
5
Placemark Investments
Illinois
$40.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.68M
2
VF
2
Virtu Financial
New York
$0
3
ICOA
3
Investment Centers of America
North Dakota
$1.45M
4
FAAS
4
First Allied Advisory Services
California
$1.53M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$165M 1,391,332 +1,391,332 New
AssetMark Inc
2
AssetMark Inc
California
$90.8M 768,012 +767,851 +476,926%
BTS
3
BB&T Securities
Virginia
$87.1M 73,620 +73,620 New
TFA
4
Transamerica Financial Advisors
Florida
$85.2M 720,086 +719,992 +765,949%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$58M 490,426 +134,288 +38%
UCFA
6
United Capital Financial Advisors
Texas
$43.5M 367,829 +7,509 +2%
PI
7
Placemark Investments
Illinois
$40.4M 341,265 +324,658 +1,955%
Morgan Stanley
8
Morgan Stanley
New York
$32.1M 271,156 +115,853 +75%
Bank of America
9
Bank of America
North Carolina
$22.1M 186,841 +26,912 +17%
LPL Financial
10
LPL Financial
California
$21M 177,732 +118,865 +202%
PFS
11
Prospera Financial Services
Texas
$20.9M 176,306 +176,306 New
DWM
12
Destination Wealth Management
California
$20.8M 175,539 -2,018 -1%
LIA
13
LBMC Investment Advisors
Tennessee
$14.7M 124,243 +735 +0.6%
AI
14
Atria Investments
North Carolina
$14.1M 119,599 +119,599 New
QA
15
Quantitative Advantage
Minnesota
$12.9M 108,766 +108,766 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$8.24M 69,653 -206 -0.3%
Wells Fargo
17
Wells Fargo
California
$8.22M 69,475 +10,585 +18%
BCM
18
Brookstone Capital Management
Illinois
$8.01M 67,720 +67,720 New
TRCT
19
Tower Research Capital (TRC)
New York
$6.94M 58,715 +40,566 +224%
Goldman Sachs
20
Goldman Sachs
New York
$6.68M 56,500 -280,879 -83%
HP
21
HT Partners
Connecticut
$6.62M 55,929 +55,929 New
CS
22
Credit Suisse
Switzerland
$5.45M 46,075 +11,533 +33%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.63M 39,116 +6,917 +21%
SG Americas Securities
24
SG Americas Securities
New York
$4.42M 37,360 +4,185 +13%
UBS Group
25
UBS Group
Switzerland
$4.37M 36,947 +36,947 New
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