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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
2
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$4M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
MWM
1
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
FTS
3
Fifth Third Securities
Ohio
$3.75M
4
FPCP
4
Fort Point Capital Partners
California
$3.09M
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
226
Relyea Zuckerberg Hanson
Connecticut
– -$325K -3,755 Closed
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
– -$303K -3,510 Closed
IP
228
Intellectus Partners
California
– -$241K -2,785 Closed
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
– -$240K -2,768 Closed
CWS
230
Cypress Wealth Services
California
– -$233K -2,688 Closed
Marshall Wace
231
Marshall Wace
United Kingdom
– -$225K -2,600 Closed
RJT
232
Raymond James Trust
Florida
– -$219K -2,534 Closed
WANY
233
Wealthspire Advisors (New York)
New York
– -$214K -2,471 Closed
AWM
234
Alterna Wealth Management
Texas
– -$211K -2,440 Closed
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
– -$167K -1,933 Closed
PIMG
236
Patriot Investment Management Group
Tennessee
– -$157K -1,860 Closed
JAWM
237
J. Arnold Wealth Management
Ohio
– -$94.3K -1,090 Closed
BTI
238
Blue Trust Inc
Georgia
– -$52K -642 Closed
MRCM
239
M&R Capital Management
New Jersey
– -$38.4K -444 Closed
WA
240
Win Advisors
Florida
– -$32.6K -377 Closed
PMFA
241
Plante Moran Financial Advisors
Michigan
– -$19.7K -228 Closed
RIA
242
Realta Investment Advisors
Delaware
– -$16.7K -193 Closed
CASC
243
Coppell Advisory Solutions Corp
Texas
– -$6.92K -80 Closed
CAS
244
Coppell Advisory Solutions
Texas
– -$6.92K -80 Closed
CA
245
Corrado Advisors
New Jersey
– -$3.06K -35 Closed
ZIG
246
Zullo Investment Group
Pennsylvania
– -$1.04K -12 Closed
BlackRock
247
BlackRock
New York
– -$56 -1 Closed
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