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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 %
CPA
251
Capital Performance Advisors
California
$816 +$816 +8 New
PCA
252
Providence Capital Advisors
North Carolina
$408 +$408 +4 New
IAIM
253
International Assets Investment Management
Florida
$331 +$328 +33,440 +10,133%
NP
254
NorthRock Partners
Minnesota
$205 +$205 +2 New
AWM
255
Avior Wealth Management
Nebraska
$100 – – –
GM
256
GeoWealth Management
Illinois
$91 +$91 +1 New
CA
257
Clearstead Advisors
Ohio
$35 -$15.2K -173 Closed
BA
258
Bellwether Advisors
Nebraska
– -$3.11M -35,344 Closed
IECM
259
Intrinsic Edge Capital Management
Illinois
– -$1.76M -20,000 Closed
SLWA
260
San Luis Wealth Advisors
California
– -$1.02M -11,562 Closed
GCP
261
GSA Capital Partners
United Kingdom
– -$360K -4,101 Closed
D.E. Shaw & Co
262
D.E. Shaw & Co
New York
– -$306K -3,487 Closed
SAM
263
Smartleaf Asset Management
Massachusetts
– -$303K -3,419 Closed
RPGK
264
Retirement Planning Group (Kansas)
Kansas
– -$235K -2,673 Closed
TSS
265
Two Sigma Securities
New York
– -$217K -2,467 Closed
TRCT
266
Tower Research Capital (TRC)
New York
– -$188K -2,138 Closed
TSWM
267
Tyler-Stone Wealth Management
Ohio
– -$71.4K -812 Closed
HGERS
268
Householder Group Estate & Retirement Specialist
Arizona
– -$61K -702 Closed
WIA
269
Wetzel Investment Advisors
Indiana
– -$45.7K -541 Closed
KFS
270
Kelly Financial Services
Massachusetts
– -$34.2K -389 Closed
CB
271
Chris Bulman
California
– -$32.6K -371 Closed
RWMG
272
Redwood Wealth Management Group
New Jersey
– -$11.8K -134 Closed
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
– -$8.96K -102 Closed
PCM
274
Penserra Capital Management
California
– -$8K -90 Closed
ATPW
275
Ashton Thomas Private Wealth
Arizona
– -$6.15K -70 Closed
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