iShares US Utilities ETF
215 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 20 closing their positions.
0.52% less ownership
Funds ownership: 42.34% → 41.82% (-0.52%)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
1% less funds holding
Funds holding: 218 → 215 (-3)
11% less capital invested
Capital invested by funds: $422M → $373M (-$48.1M)
20% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
+$6.39M |
| 2 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$3.69M |
| 3 |
Jane Street
New York
|
+$3.34M |
| 4 |
Two Sigma Investments
New York
|
+$1.08M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$730K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$19.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.37M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.19M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$3.1M |
IDU Hedge Fund Activity: Q2 2023 in Review
215 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2023, worth a combined $373M — down 11% from $422M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IDU and 19 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 55 added.
The largest buyer was Prostatis Group, opening a new position worth an estimated $6.39M. The largest seller was Bank of America, cutting an estimated $19.8M.
- 215 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2023, down from 218 in Q1 2023.
- Funds reported $373M of iShares US Utilities ETF stock for Q2 2023, down 11% quarter-over-quarter.
- 19 funds opened new iShares US Utilities ETF positions in Q2 2023 and 20 closed out, a net change of -1 holder.
- The largest iShares US Utilities ETF buyer in Q2 2023 was Prostatis Group, an estimated $6.39M added.
- The largest iShares US Utilities ETF seller in Q2 2023 was Bank of America, an estimated $19.8M sold.
Based on aggregated 13F filings for Q2 2023.