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iShares US Utilities ETF
IDU

210 hedge funds and large institutions have $404M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $317M → $404M (+$87.2M)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

6% more funds holding

Funds holding: 198 → 210 (+12)

5.82% more ownership

Funds ownership: 36.01% → 41.83% (+5.8%)

Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
63
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$33.5M
2
Bank of America
Bank of America
North Carolina
+$17.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.14M
4
BCM
Brookstone Capital Management
Illinois
+$4.92M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.86M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.51M
2
FTS
Fifth Third Securities
Ohio
-$2.03M
3
SPIA
Steward Partners Investment Advisory
New York
-$1.66M
4
Barclays
Barclays
United Kingdom
-$1.11M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Destination Wealth Management
California
$61.4M -$336K -3,955 -0.6%
Prudential Financial
2
Prudential Financial
New Jersey
$41.4M +$33.5M +394,252 +654%
Bank of America
3
Bank of America
North Carolina
$37.2M +$17.4M +204,900 +101%
Morgan Stanley
4
Morgan Stanley
New York
$33.3M +$4.6M +54,118 +17%
LPL Financial
5
LPL Financial
California
$19.2M +$692K +8,139 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.8M -$2.51M -29,510 -12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15M +$4.86M +57,156 +53%
LIA
8
LBMC Investment Advisors
Tennessee
$11.2M -$3.91K -46 -0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.6M -$116K -1,359 -1%
CCB
10
Country Club Bank
Missouri
$8.22M +$7.68M +90,257 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.16M +$452K +5,311 +7%
Ameriprise
12
Ameriprise
Minnesota
$6.64M +$3.76M +44,257 +151%
BCM
13
Brookstone Capital Management
Illinois
$6.4M +$4.92M +57,882 +515%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$5.51M +$5.14M +60,455 New
Osaic Holdings
15
Osaic Holdings
Arizona
$4.86M -$158K -1,861 -3%
UBS Group
16
UBS Group
Switzerland
$4.19M +$142K +1,666 +4%
Wells Fargo
17
Wells Fargo
California
$4.03M +$920K +10,818 +32%
Truist Financial
18
Truist Financial
North Carolina
$3.99M +$150K +1,762 +4%
EL
19
Essex LLC
Illinois
$3.17M -$121K -1,425 -4%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$3.04M -$56K -659 -2%
RJA
21
Raymond James & Associates
Florida
$2.94M -$284K -3,334 -9%
EHC
22
Everett Harris & Co
California
$2.78M -$102K -1,200 -4%
HNB
23
Huntington National Bank
Ohio
$2.65M – – –
MML Investors Services
24
MML Investors Services
Massachusetts
$2.65M -$60.6K -712 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.62M -$91.1K -1,071 -4%
1
2 3 4 5

IDU Hedge Fund Activity: Q1 2022 in Review

210 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2022, worth a combined $404M — up 27% from $317M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IDU positions and 13 closed out — a net gain of 16 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was Prudential Financial, adding an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $2.51M.

  • 210 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2022, up from 198 in Q4 2021.
  • Funds reported $404M of iShares US Utilities ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 29 funds opened new iShares US Utilities ETF positions in Q1 2022 and 13 closed out, a net change of +16 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2022 was Prudential Financial, an estimated $33.5M added.
  • The largest iShares US Utilities ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2022.