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iShares US Utilities ETF
IDU

Overview Fund Activity

134 hedge funds and large institutions have $368M invested in iShares US Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
41
Reduced
52
Closed
18
Calls
$613K
Puts
–
Net Calls
+$613K
Net Calls Change
+$724K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$60M
2
PFG
2
Piershale Financial Group
Illinois
$11.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.63M
4
NA
4
Navellier & Associates
Nevada
$3.67M
5
AI
5
Atria Investments
North Carolina
$3.58M

Top Sellers

1
Citigroup
1
Citigroup
New York
$127K
2
Wells Fargo
2
Wells Fargo
California
$10.8M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
GC
4
Grimes & Company
Massachusetts
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$60M 451,632 +451,550 +550,671%
DWM
2
Destination Wealth Management
California
$35.8M 269,285 -160 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$26.1M 196,578 +10,738 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.5M 124,103 -25,115 -17%
UCFA
5
United Capital Financial Advisors
Texas
$14.4M 108,171 -25,835 -19%
Bank of America
6
Bank of America
North Carolina
$14.3M 107,854 -32,188 -23%
LIA
7
LBMC Investment Advisors
Tennessee
$13.8M 103,521 -23,509 -19%
PFG
8
Piershale Financial Group
Illinois
$11.7M 87,831 +87,831 New
LPL Financial
9
LPL Financial
California
$11.4M 85,927 +2,961 +4%
Wells Fargo
10
Wells Fargo
California
$10.8M 81,408 -37,435 -31%
UBS Group
11
UBS Group
Switzerland
$9.22M 69,368 -8,470 -11%
Goldman Sachs
12
Goldman Sachs
New York
$7.96M 59,875 +7,518 +14%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.81M 51,271 +14,662 +40%
Citadel Advisors
14
Citadel Advisors
Florida
$5.63M 42,349 +36,514 +626%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.57M 41,931 +2,752 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.44M 40,906 -895 -2%
Ameriprise
17
Ameriprise
Minnesota
$5.38M 40,480 +5,531 +16%
SI
18
Stephens Inc
Arkansas
$5.38M 40,443 +6,092 +18%
MIS
19
Morningstar Investment Services
Illinois
$5.04M 37,894 +2,641 +7%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.61M 34,667 -6,107 -15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.44M 33,432 +8,334 +33%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$4.04M 30,367 -944 -3%
NA
23
Navellier & Associates
Nevada
$3.67M 27,592 +27,592 New
AI
24
Atria Investments
North Carolina
$3.58M 26,907 +26,907 New
NPC
25
National Planning Corporation
California
$3.52M 26,450 +5,432 +26%
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