IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

136 hedge funds and large institutions have $545M invested in iShares US Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
23
Increased
47
Reduced
38
Closed
17
Calls
$1.77M
Puts
$486K
Net Calls
+$1.29M
Net Calls Change
-$423K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17M
2
DWM
2
Destination Wealth Management
California
$30.6M
3
NA
3
Navellier & Associates
Nevada
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
FIG
5
FundX Investment Group
California
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.6M
2
AssetMark Inc
2
AssetMark Inc
California
$64.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.83M
4
CS
4
Credit Suisse
Switzerland
$6.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$64.7M 492,498 -84,094 -15%
Morgan Stanley
2
Morgan Stanley
New York
$58.4M 444,922 +95,932 +27%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.9M 395,544 +85,688 +28%
Bank of America
4
Bank of America
North Carolina
$34.2M 260,248 +11,010 +4%
UCFA
5
United Capital Financial Advisors
Texas
$33.4M 254,940 +69,370 +37%
DWM
6
Destination Wealth Management
California
$30.6M 233,055 +105,615 +83%
Wells Fargo
7
Wells Fargo
California
$25.7M 195,931 +50,693 +35%
LPL Financial
8
LPL Financial
California
$24.6M 186,089 -108,826 -37%
LIA
9
LBMC Investment Advisors
Tennessee
$17.6M 134,393 +2,834 +2%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$17M 128,993 +128,993 New
UBS Group
11
UBS Group
Switzerland
$15M 113,961 +13,966 +14%
NA
12
Navellier & Associates
Nevada
$12.8M 97,369 +97,369 New
FIG
13
FundX Investment Group
California
$11.6M 88,019 +88,019 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.8M 82,336 -6,693 -8%
Goldman Sachs
15
Goldman Sachs
New York
$7.83M 59,622 -67,245 -53%
Citigroup
16
Citigroup
New York
$6.69M 50,942 – –
CS
17
Credit Suisse
Switzerland
$6.57M 50,021 -49,980 -50%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.77M 36,369 +636 +2%
SI
19
Stephens Inc
Arkansas
$4.55M 34,642 +1,927 +6%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$4.44M 33,840 +76 +0.2%
GC
21
Grimes & Company
Massachusetts
$4.34M 33,087 +25,741 +350%
RJA
22
Raymond James & Associates
Florida
$4.08M 31,048 -1,269 -4%
CIM
23
Confluence Investment Management
Missouri
$4M 30,450 -460 -1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.59M 27,343 +27,343 New
EHC
25
Everett Harris & Co
California
$3.16M 24,098 -275 -1%
1
2 3 4 5