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iShares US Utilities ETF

137 hedge funds and large institutions have $191M invested in iShares US Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.5% more ownership

Funds ownership: 60.68%65.19% (+4.5%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $188M → $191M (+$3.55M)

1% more funds holding

Funds holding: 136137 (+1)

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
49
Closed
11
Calls
$1.04M
Puts
Net Calls
+$1.04M
Net Calls Change
+$787K

IDU Hedge Fund Activity: Q2 2018 in Review

137 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2018, worth a combined $191M — up 1.9% from $188M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IDU positions and 11 closed out — a net gain of 1 holder — while 27 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.39M. The largest seller was Goldman Sachs, cutting an estimated $6.38M.

  • 137 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2018, up from 136 in Q1 2018.
  • Funds reported $191M of iShares US Utilities ETF stock for Q2 2018, up 1.9% quarter-over-quarter.
  • 12 funds opened new iShares US Utilities ETF positions in Q2 2018 and 11 closed out, a net change of +1 holder.
  • The largest iShares US Utilities ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $6.39M added.
  • The largest iShares US Utilities ETF seller in Q2 2018 was Goldman Sachs, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2018.