iShares US Utilities ETF
187 hedge funds and large institutions have $299M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 13 closing their positions.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
7% more funds holding
Funds holding: 175 → 187 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $308M → $299M (-$9.21M)
28% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 61
41.59% less ownership
Funds ownership: 79.84% → 38.26% (-42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.29M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.42M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.3M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$949K |
| 5 |
TP
Tranquility Partners
Brentwood,
Tennessee
|
+$907K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$8.91M |
| 2 |
Goldman Sachs
New York
|
-$3.89M |
| 3 |
Morgan Stanley
New York
|
-$3.73M |
| 4 |
Bank of New York Mellon
New York
|
-$3.73M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.22M |
IDU Hedge Fund Activity: Q4 2020 in Review
187 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2020, worth a combined $299M — down 3% from $308M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IDU positions and 13 closed out — a net gain of 13 holders — while 44 added to existing stakes and 61 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.29M. The largest seller was Janney Montgomery Scott, cutting an estimated $8.91M.
- 187 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2020, up from 175 in Q3 2020.
- Funds reported $299M of iShares US Utilities ETF stock for Q4 2020, down 3% quarter-over-quarter.
- 26 funds opened new iShares US Utilities ETF positions in Q4 2020 and 13 closed out, a net change of +13 holders.
- The largest iShares US Utilities ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $3.29M added.
- The largest iShares US Utilities ETF seller in Q4 2020 was Janney Montgomery Scott, an estimated $8.91M sold.
Based on aggregated 13F filings for Q4 2020.