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iShares US Utilities ETF
IDU

Overview Fund Activity

135 hedge funds and large institutions have $185M invested in iShares US Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 22 closing their positions.

Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
48
Closed
22
Calls
$688K
Puts
$433K
Net Calls
+$255K
Net Calls Change
-$452K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$8.17M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.19M
3
DWM
3
Destination Wealth Management
California
$36M
4
Citadel Advisors
4
Citadel Advisors
Florida
$860K
5
TFF
5
The Family Firm
Maryland
$1.68M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.44M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Bank of America
4
Bank of America
North Carolina
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$36M 282,570 +13,858 +5%
Morgan Stanley
2
Morgan Stanley
New York
$19.4M 152,073 -28,727 -16%
Bank of America
3
Bank of America
North Carolina
$10.6M 82,894 -29,092 -26%
LPL Financial
4
LPL Financial
California
$9.34M 73,279 -2,677 -4%
LIA
5
LBMC Investment Advisors
Tennessee
$8.83M 69,269 -7,685 -10%
MIS
6
Morningstar Investment Services
Illinois
$8.17M 64,121 +23,096 +56%
Goldman Sachs
7
Goldman Sachs
New York
$6.6M 51,779 -45 -0.1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.23M 41,007 +973 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$5.19M 40,747 +16,486 +68%
RJA
10
Raymond James & Associates
Florida
$4.48M 35,164 +2,373 +7%
Wells Fargo
11
Wells Fargo
California
$4.15M 32,582 -4,045 -11%
UBS Group
12
UBS Group
Switzerland
$3.73M 29,228 -7,621 -21%
SI
13
Stephens Inc
Arkansas
$3.36M 26,366 -4,000 -13%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$3.12M 24,464 -5,677 -19%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.93M 22,955 -753 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.44M 18,863 -104,151 -85%
EHC
17
Everett Harris & Co
California
$2.33M 18,269 -1,017 -5%
Ameriprise
18
Ameriprise
Minnesota
$2.12M 16,625 +1,278 +8%
DY
19
Dowling & Yahnke
California
$2.11M 16,552 +783 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.06M 16,167 -258 -2%
HNB
21
Huntington National Bank
Ohio
– – – –
Stifel Financial
22
Stifel Financial
Missouri
$1.81M 14,124 +1,987 +16%
HIC
23
Holderness Investments Company
North Carolina
$1.76M 13,819 +159 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.69M 13,223 +596 +5%
TFF
25
The Family Firm
Maryland
$1.68M 13,180 +4,697 +55%
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