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iShares US Utilities ETF
IDU

Overview Fund Activity

140 hedge funds and large institutions have $307M invested in iShares US Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
43
Reduced
38
Closed
9
Calls
$214K
Puts
$325K
Net Calls
-$111K
Net Calls Change
-$1.14M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.2M
2
Wells Fargo
2
Wells Fargo
California
$15.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$5.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$251K
2
AC
2
Allstate Corporation
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
Jane Street
4
Jane Street
New York
$562K
5
TH
5
Timber Hill
Connecticut
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$35M 269,445 +5,273 +2%
Morgan Stanley
2
Morgan Stanley
New York
$24.2M 185,840 -28,293 -13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M 149,218 +31,007 +26%
Bank of America
4
Bank of America
North Carolina
$18.2M 140,042 +48,772 +53%
UCFA
5
United Capital Financial Advisors
Texas
$17.4M 134,006 +30,291 +29%
LIA
6
LBMC Investment Advisors
Tennessee
$16.5M 127,030 -2,755 -2%
Wells Fargo
7
Wells Fargo
California
$15.5M 118,843 +45,440 +62%
LPL Financial
8
LPL Financial
California
$10.8M 82,966 -209 -0.3%
UBS Group
9
UBS Group
Switzerland
$10.1M 77,838 +28,355 +57%
Goldman Sachs
10
Goldman Sachs
New York
$6.81M 52,357 +414 +0.8%
Citigroup
11
Citigroup
New York
$6.64M 51,081 – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.44M 41,801 +24,193 +137%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$5.3M 40,774 +40,266 +7,926%
Stifel Financial
14
Stifel Financial
Missouri
$5.19M 39,850 +9,129 +30%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.09M 39,179 +2,355 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.76M 36,609 +31,322 +592%
MIS
17
Morningstar Investment Services
Illinois
$4.58M 35,253 +4,258 +14%
Ameriprise
18
Ameriprise
Minnesota
$4.53M 34,949 +17,380 +99%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$4.48M 34,462 -699 -2%
SI
20
Stephens Inc
Arkansas
$4.47M 34,351 +1,540 +5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$4.07M 31,311 +82 +0.3%
RJA
22
Raymond James & Associates
Florida
$3.51M 26,964 +2,628 +11%
GC
23
Grimes & Company
Massachusetts
$3.49M 26,867 +26,867 New
AIM
24
Advantage Investment Management
Iowa
$3.35M 25,788 +25,788 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.26M 25,098 -4,694 -16%
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