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iShares US Utilities ETF
IDU

Overview Fund Activity

164 hedge funds and large institutions have $395M invested in iShares US Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
47
Reduced
48
Closed
15
Calls
$1.39M
Puts
$261K
Net Calls
+$1.13M
Net Calls Change
+$767K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.25M
2
KFS
2
Kelly Financial Services
Massachusetts
$10.2M
3
IMC Chicago
3
IMC Chicago
Illinois
$4.5M
4
Bank of America
4
Bank of America
North Carolina
$45.5M
5
IA
5
IFP Advisors
Florida
$2.64M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
SBH
2
Segall Bryant & Hamill
Illinois
$0
3
AG
3
Advisor Group
Arizona
$6.03M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$46.9M 288,026 +736 +0.3%
Bank of America
2
Bank of America
North Carolina
$45.5M 279,202 +18,642 +7%
Morgan Stanley
3
Morgan Stanley
New York
$28.6M 175,656 +6,620 +4%
Wells Fargo
4
Wells Fargo
California
$21.7M 133,212 +9,995 +8%
LPL Financial
5
LPL Financial
California
$19.7M 120,885 +15,213 +14%
MWM
6
MinichMacGregor Wealth Management
New York
$15.6M 96,089 +15,152 +19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.4M 82,386 +7,873 +11%
Ameriprise
8
Ameriprise
Minnesota
$13.1M 80,305 +14,252 +22%
LIA
9
LBMC Investment Advisors
Tennessee
$10.7M 65,457 +71 +0.1%
KFS
10
Kelly Financial Services
Massachusetts
$10.2M 62,808 +29,057 +86%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.25M 56,797 +30,194 +113%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.44M 51,829 +1,601 +3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.43M 51,766 +1,658 +3%
UBS Group
14
UBS Group
Switzerland
$6.8M 41,759 -6,182 -13%
AG
15
Advisor Group
Arizona
$6.03M 37,025 -16,888 -31%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$5.81M 35,667 +112 +0.3%
SPC
17
Sigma Planning Corp
Michigan
$4.54M 27,858 -6,084 -18%
IMC Chicago
18
IMC Chicago
Illinois
$4.5M 27,654 +27,654 New
Citadel Advisors
19
Citadel Advisors
Florida
$4.3M 26,397 -6,758 -20%
PFS
20
Prospera Financial Services
Texas
$4.14M 25,389 +570 +2%
SI
21
Stephens Inc
Arkansas
$3.81M 23,394 -3,705 -14%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$3.22M 19,750 +243 +1%
F
23
F3Logic
Minnesota
$3.09M 18,970 +2,858 +18%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.07M 18,832 -13,725 -42%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$2.87M 17,625 -2,175 -11%
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