iShares US Utilities ETF
222 hedge funds and large institutions have $392M invested in iShares US Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 23 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 59
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 224 → 222 (-2)
1.98% less ownership
Funds ownership: 43.03% → 41.04% (-2%)
8% less capital invested
Capital invested by funds: $427M → $392M (-$35.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$8.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.38M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.97M |
| 4 |
Morgan Stanley
New York
|
+$3.91M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$35.4M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.54M |
| 3 |
JP Morgan Chase
New York
|
-$3.38M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$2.8M |
| 5 |
Jane Street
New York
|
-$2.68M |
IDU Hedge Fund Activity: Q3 2022 in Review
222 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2022, worth a combined $392M — down 8.2% from $427M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IDU positions and 23 closed out — a net gain of 1 holder — while 66 added to existing stakes and 59 trimmed.
The largest buyer was MinichMacGregor Wealth Management, opening a new position worth an estimated $8.05M. The largest seller was Prudential Financial, cutting an estimated $35.4M.
- 222 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2022, down from 224 in Q2 2022.
- Funds reported $392M of iShares US Utilities ETF stock for Q3 2022, down 8.2% quarter-over-quarter.
- 24 funds opened new iShares US Utilities ETF positions in Q3 2022 and 23 closed out, a net change of +1 holder.
- The largest iShares US Utilities ETF buyer in Q3 2022 was MinichMacGregor Wealth Management, an estimated $8.05M added.
- The largest iShares US Utilities ETF seller in Q3 2022 was Prudential Financial, an estimated $35.4M sold.
Based on aggregated 13F filings for Q3 2022.