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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$126M
2
B
Bensler
Washington
$16.6M
3
PRS
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
TownSquare Capital
Utah
$7.18M
5
NG
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
Gimbal Financial
Indiana
$0
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
HNB
Huntington National Bank
Ohio
$2.37M
5
KWA
Kellett Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
226
Brown Brothers Harriman & Co
New York
$4.83K – – –
FFA
227
Founders Financial Alliance
North Carolina
$4.8K +$87 +1 +2%
AIC
228
Archer Investment Corporation
Indiana
$3.53K – – –
RIA
229
Realta Investment Advisors
Delaware
$3.52K -$13.9K -158 -80%
HPC
230
HM Payson & Co
Maine
$2.2K +$2.2K +25 New
VCM
231
Versant Capital Management
Arizona
$1.85K – – –
TFA
232
Transamerica Financial Advisors
Florida
$1K – – –
FFA
233
Farther Finance Advisors
California
$698 -$9.86K -113 -93%
FHC
234
First Heartland Consultants
Missouri
$252 – +1 +0%
BAM
235
Belpointe Asset Management
Nevada
$174 +$174 +2 New
AWM
236
Avior Wealth Management
Nebraska
$100 – – –
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$10.3M -121,908 Closed
GF
238
Gimbal Financial
Indiana
– -$3.49M -41,308 Closed
LNC
239
Lincoln National Corp
Pennsylvania
– -$2.42M -28,592 Closed
KWA
240
Kellett Wealth Advisors
Ohio
– -$1.58M -18,690 Closed
ES
241
Eagle Strategies
New York
– -$359K -4,252 Closed
BRWA
242
B. Riley Wealth Advisors
Florida
– -$276K -3,724 Closed
VCM
243
Virtue Capital Management
Tennessee
– -$249K -2,989 Closed
TWP
244
Tyche Wealth Partners
Texas
– -$242K -2,859 Closed
FIM
245
Fernwood Investment Management
Massachusetts
– -$123K -1,458 Closed
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
– -$90.2K -1,067 Closed
CA
247
CoreCap Advisors
Michigan
– -$53.8K -637 Closed
MAWCM
248
Mine & Arao Wealth Creation & Management
California
– -$8.16K -97 Closed
PTC
249
Private Trust Company
Ohio
– -$5.07K -60 Closed
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$4.23K -50 Closed
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