iShares US Utilities ETF
191 hedge funds and large institutions have $374M invested in iShares US Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 34 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 45
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 34
2% less funds holding
Funds holding: 195 → 191 (-4)
5.55% less ownership
Funds ownership: 94% → 88.45% (-5.5%)
24% less capital invested
Capital invested by funds: $494M → $374M (-$121M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.83M |
| 3 |
CCT
Country Club Trust
Kansas City,
Missouri
|
+$7.75M |
| 4 |
HF
HRT Financial
New York
|
+$7.05M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$78.7M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$16.9M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.11M |
| 4 |
F
F3Logic
Burnsville,
Minnesota
|
-$2.78M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.09M |
IDU Hedge Fund Activity: Q1 2020 in Review
191 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2020, worth a combined $374M — down 24% from $494M a quarter earlier.
Fund positioning in IDU was balanced in Q1 2020: 34 funds opened new positions, 34 closed out, 55 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $78.7M sold.
- 191 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2020, down from 195 in Q4 2019.
- Funds reported $374M of iShares US Utilities ETF stock for Q1 2020, down 24% quarter-over-quarter.
- 34 funds opened new iShares US Utilities ETF positions in Q1 2020 and 34 closed out, a net change of 0 holders.
- The largest iShares US Utilities ETF buyer in Q1 2020 was Morgan Stanley, an estimated $13M added.
- The largest iShares US Utilities ETF seller in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $78.7M sold.
Based on aggregated 13F filings for Q1 2020.