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iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$41.4M
2
Bank of America
2
Bank of America
North Carolina
$37.2M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$5.51M
4
BCM
4
Brookstone Capital Management
Illinois
$6.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
HNB
2
Huntington National Bank
Ohio
$2.65M
3
FTS
3
Fifth Third Securities
Ohio
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Connecticut Wealth Management
Connecticut
$2.58M – – –
Stifel Financial
27
Stifel Financial
Missouri
$2.38M +$90.1K +990 +4%
Goldman Sachs
28
Goldman Sachs
New York
$2.37M -$1.13M -12,471 -32%
UCFA
29
United Capital Financial Advisors
Texas
$2.3M -$28.4K -312 -1%
SPIA
30
Steward Partners Investment Advisory
New York
$2.25M -$1.78M -19,559 -44%
MPPLM
31
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.23M +$213K +2,341 +11%
DY
32
Dowling & Yahnke
California
$2.21M -$13.2K -145 -0.6%
CA
33
Cetera Advisors
Colorado
$2.01M +$885K +9,729 +79%
TFF
34
The Family Firm
Maryland
$1.97M -$59.3K -652 -3%
PAG
35
Private Advisor Group
New Jersey
$1.94M -$17K -187 -0.9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.91M +$25.7K +282 +1%
KAS
37
Kestra Advisory Services
Texas
$1.9M +$18.1K +199 +1%
NA
38
NewEdge Advisors
Louisiana
$1.84M -$23.6K -259 -1%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.84M +$87.3K +959 +5%
HIC
40
Holderness Investments Company
North Carolina
$1.64M -$200K -2,195 -11%
SI
41
Stephens Inc
Arkansas
$1.62M -$173K -1,898 -10%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.61M +$37.1K +407 +2%
FCFC
43
First Citizens Financial Corp
Iowa
$1.56M +$117K +1,282 +8%
GLA
44
Great Lakes Advisors
Illinois
$1.45M +$23.9K +263 +2%
NA
45
Navellier & Associates
Nevada
$1.23M +$1.23M +13,560 New
SPC
46
Sigma Planning Corp
Michigan
$1.2M +$63.7K +700 +6%
AMG
47
Advisors Management Group
Wisconsin
$1.2M +$212K +2,327 +21%
AWS
48
Atria Wealth Solutions
New York
$1.14M +$1.14M +12,543 New
SB
49
Simmons Bank
Arkansas
$1.12M – – –
SLWA
50
San Luis Wealth Advisors
California
$889K +$889K +10,051 New
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