iShares US Utilities ETF
160 hedge funds and large institutions have $327M invested in iShares US Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 14 closing their positions.
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
41% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $795K
35% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 37
13% more capital invested
Capital invested by funds: $290M → $327M (+$37.1M)
6% more funds holding
Funds holding: 151 → 160 (+9)
3.62% more ownership
Funds ownership: 78.95% → 82.57% (+3.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.9M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$10.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.51M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$5.11M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$34.6M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$8.91M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.16M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.47M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.42M |
IDU Hedge Fund Activity: Q1 2019 in Review
160 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2019, worth a combined $327M — up 13% from $290M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IDU positions and 14 closed out — a net gain of 12 holders — while 50 added to existing stakes and 37 trimmed.
The largest buyer was Bank of America, adding an estimated $18.9M. The largest seller was JP Morgan Chase, cutting an estimated $34.6M.
- 160 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2019, up from 151 in Q4 2018.
- Funds reported $327M of iShares US Utilities ETF stock for Q1 2019, up 13% quarter-over-quarter.
- 26 funds opened new iShares US Utilities ETF positions in Q1 2019 and 14 closed out, a net change of +12 holders.
- The largest iShares US Utilities ETF buyer in Q1 2019 was Bank of America, an estimated $18.9M added.
- The largest iShares US Utilities ETF seller in Q1 2019 was JP Morgan Chase, an estimated $34.6M sold.
Based on aggregated 13F filings for Q1 2019.