IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

174 hedge funds and large institutions have $306M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
40
Reduced
68
Closed
18
Calls
$2.73M
Puts
–
Net Calls
+$2.73M
Net Calls Change
-$2.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.8M
2
CCT
2
Country Club Trust
Missouri
$6.79M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.21M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M
5
DWM
5
Destination Wealth Management
California
$45.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.47M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.86M
4
Wells Fargo
4
Wells Fargo
California
$4.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.71M +$203K +2,776 +8%
EHC
27
Everett Harris & Co
California
$2.57M -$4.38K -60 -0.2%
RJA
28
Raymond James & Associates
Florida
$2.27M -$306K -4,188 -12%
HNB
29
Huntington National Bank
Ohio
$2.27M -$2.07M – –
SPIA
30
Steward Partners Investment Advisory
New York
$2.21M +$1.82M +24,962 +470%
CWM
31
Connecticut Wealth Management
Connecticut
$2.07M – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$2.01M +$202K +2,772 +11%
DY
33
Dowling & Yahnke
California
$1.93M -$113K -1,554 -6%
Truist Financial
34
Truist Financial
North Carolina
$1.89M +$145K +1,980 +8%
NA
35
NewEdge Advisors
Louisiana
$1.78M -$298K -4,086 -14%
AWM
36
AE Wealth Management
Kansas
$1.72M -$48.3K -662 -3%
TFF
37
The Family Firm
Maryland
$1.72M +$88.5K +1,212 +5%
KAS
38
Kestra Advisory Services
Texas
$1.7M +$1.7M +23,264 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.67M +$88.2K +1,208 +6%
PAG
40
Private Advisor Group
New Jersey
$1.61M -$269K -3,730 -14%
SS
41
Simplicity Solutions
Minnesota
$1.58M -$130K -1,782 -8%
UCFA
42
United Capital Financial Advisors
Texas
$1.54M – – –
HIC
43
Holderness Investments Company
North Carolina
$1.5M -$45.7K -626 -3%
JWCA
44
J.W. Cole Advisors
Florida
$1.21M +$1.21M +16,510 New
DAS
45
Dynamic Advisor Solutions
Arizona
$1.06M -$153K -2,094 -13%
GLA
46
Great Lakes Advisors
Illinois
$1.06M +$2.63K +36 +0.2%
MWM
47
MinichMacGregor Wealth Management
New York
$1.04M -$140K -1,916 -12%
AAS
48
Avantax Advisory Services
Texas
$1.03M +$420K +5,732 +69%
SB
49
Simmons Bank
Arkansas
$1.02M -$3.65K -50 -0.4%
BOS
50
Bingham Osborn & Scarborough
California
$984K – – –
1
2
3 4 5