iShares US Utilities ETF
151 hedge funds and large institutions have $290M invested in iShares US Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 13 closing their positions.
131% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 13
71% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 28
19% more capital invested
Capital invested by funds: $244M → $290M (+$45.3M)
11% more funds holding
Funds holding: 136 → 151 (+15)
0.67% less ownership
Funds ownership: 79.61% → 78.95% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$29.6M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$13M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.12M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$28.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.23M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.95M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.67M |
IDU Hedge Fund Activity: Q4 2018 in Review
151 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2018, worth a combined $290M — up 19% from $244M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IDU positions and 13 closed out — a net gain of 17 holders — while 48 added to existing stakes and 28 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $29.6M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $28.2M sold.
- 151 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2018, up from 136 in Q3 2018.
- Funds reported $290M of iShares US Utilities ETF stock for Q4 2018, up 19% quarter-over-quarter.
- 30 funds opened new iShares US Utilities ETF positions in Q4 2018 and 13 closed out, a net change of +17 holders.
- The largest iShares US Utilities ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $29.6M added.
- The largest iShares US Utilities ETF seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $28.2M sold.
Based on aggregated 13F filings for Q4 2018.