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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
FPCP
2
Fort Point Capital Partners
California
$6.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$12M
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
226
Private Trust Company
Ohio
$5K – – –
BBHC
227
Brown Brothers Harriman & Co
New York
$4.76K – – –
FFA
228
Founders Financial Alliance
North Carolina
$4.55K +$86 +1 +2%
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.46K – – –
CA
230
Corrado Advisors
New Jersey
$3.06K +$3.06K +35 New
PFA
231
Pathway Financial Advisers
Indiana
$2.9K +$2.9K +33 New
VCM
232
Versant Capital Management
Arizona
$1.76K – – –
OC
233
Oakworth Capital
Alabama
$1.47K +$1.47K +17 New
ZIG
234
Zullo Investment Group
Pennsylvania
$1.04K – – –
TFA
235
Transamerica Financial Advisors
Florida
$1K – – –
AWM
236
Avior Wealth Management
Nebraska
$100 -$119 -119 -54%
BlackRock
237
BlackRock
New York
$56 – – –
WIM
238
Westside Investment Management
California
$39 – – –
MPPLM
239
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$3.79M -46,763 Closed
VA
240
Valmark Advisers
Ohio
– -$2.4M -29,528 Closed
CAN
241
Claraphi Advisory Network
United States
– -$379K -4,666 Closed
SS
242
Sunbelt Securities
Texas
– -$255K -3,145 Closed
AIP
243
Almanack Investment Partners
Pennsylvania
– -$252K -3,110 Closed
Northern Trust
244
Northern Trust
Illinois
– -$242K -2,982 Closed
VCM
245
Virtue Capital Management
Tennessee
– -$238K -2,931 Closed
Creative Planning
246
Creative Planning
Kansas
– -$238K -2,928 Closed
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
– -$226K -2,783 Closed
CWM
248
Castle Wealth Management
Florida
– -$170K -2,090 Closed
HGERS
249
Householder Group Estate & Retirement Specialist
Arizona
– -$165K -2,041 Closed
FA
250
Flagstar Advisors
New York
– -$51K -629 Closed
7 8 9
10
11