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iShares US Utilities ETF
IDU

Overview Fund Activity

255 hedge funds and large institutions have $792M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
81
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M
2
AWM
2
Apollon Wealth Management
South Carolina
$13.5M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M
5
GF
5
Gimbal Financial
Indiana
$7.96M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.8M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
HNB
3
Huntington National Bank
Ohio
$2.74M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
GS
5
GTS Securities
New York
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Creekmur Asset Management
Illinois
$26.5K – – –
FHA
227
First Horizon Advisors
Tennessee
$22.6K +$102 +1 +0.5%
PWA
228
Provenance Wealth Advisors
Florida
$21.8K – – –
AA
229
Ancora Advisors
Ohio
$20.4K – – –
AIM
230
Anchor Investment Management
South Carolina
$20.4K – – –
FCAS
231
First Command Advisory Services
Texas
$18.7K – – –
GRP
232
Global Retirement Partners
California
$17.5K – – –
ME
233
McIlrath & Eck
Washington
$16.9K – – –
SC
234
SouthState Corp
Florida
$15.3K – – –
HBW
235
Hazlett, Burt & Watson
West Virginia
$14K -$1.67K -16 -11%
IA
236
IFP Advisors
Florida
$12.4K – – –
BCMLT
237
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.3K +$102 +1 +1%
DWA
238
Delos Wealth Advisors
Texas
$10.2K +$10.2K +100 New
CWM
239
CarsonAllaria Wealth Management
Illinois
$8.96K – – –
BWAM
240
Boyd Watterson Asset Management
Ohio
$8.16K – – –
JHCP
241
Jackson Hole Capital Partners
Oklahoma
$6.33K – – –
OC
242
Oarsman Capital
Wisconsin
$6.12K +$6.12K +60 New
BBHC
243
Brown Brothers Harriman & Co
New York
$5.61K – – –
FFA
244
Founders Financial Alliance
North Carolina
$5.61K – – –
AIC
245
Archer Investment Corporation
Indiana
$4.13K – – –
PS
246
Planned Solutions
California
$3.92K +$3.92K +38 New
VCM
247
Versant Capital Management
Arizona
$2.16K – – –
CA
248
Claris Advisors
Missouri
$2.06K +$2.06K +20 New
TFA
249
Transamerica Financial Advisors
Florida
$1K – – –
FFA
250
Farther Finance Advisors
California
$818 – – –
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10
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