iShares US Utilities ETF
201 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 65 reducing their positions, and 28 closing their positions.
0.41% less ownership
Funds ownership: 41.82% → 41.41% (-0.41%)
7% less funds holding
Funds holding: 215 → 201 (-14)
15% less capital invested
Capital invested by funds: $373M → $317M (-$56.1M)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
37% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$5.07M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$3.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.93M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.86M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.97M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.76M |
| 4 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$3.37M |
| 5 |
Jane Street
New York
|
-$3.28M |
IDU Hedge Fund Activity: Q3 2023 in Review
201 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2023, worth a combined $317M — down 15% from $373M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of IDU and 19 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 41 added.
The largest buyer was Bellwether Advisors, opening a new position worth an estimated $5.07M. The largest seller was Envestnet Asset Management, cutting an estimated $10.1M.
- 201 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2023, down from 215 in Q2 2023.
- Funds reported $317M of iShares US Utilities ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 19 funds opened new iShares US Utilities ETF positions in Q3 2023 and 28 closed out, a net change of -9 holders.
- The largest iShares US Utilities ETF buyer in Q3 2023 was Bellwether Advisors, an estimated $5.07M added.
- The largest iShares US Utilities ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2023.