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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
FPCP
2
Fort Point Capital Partners
California
$6.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$12M
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
26
SPC Financial Inc
Maryland
$2.84M +$62.8K +726 +2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$2.8M -$37.6K -434 -1%
EL
28
Essex LLC
Illinois
$2.78M -$178K -2,055 -6%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.73M +$120K +1,386 +5%
BAM
30
BOS Asset Management
Illinois
$2.7M +$2.7M +31,173 New
MML Investors Services
31
MML Investors Services
Massachusetts
$2.66M +$104K +1,199 +4%
Prudential Financial
32
Prudential Financial
New Jersey
$2.57M -$3.83M -44,310 -60%
CWM
33
Connecticut Wealth Management
Connecticut
$2.46M – – –
HNB
34
Huntington National Bank
Ohio
$2.34M -$2.31M – –
Stifel Financial
35
Stifel Financial
Missouri
$2.26M +$49.3K +570 +2%
CS
36
Comerica Securities
Michigan
$2.19M +$62.3K +720 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.19M -$2.71M -31,293 -55%
SPIA
38
Steward Partners Investment Advisory
New York
$2.17M +$22K +254 +1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$2.17M +$2.01M +21,360 +1,288%
EHC
40
Everett Harris & Co
California
$2.1M -$26K -300 -1%
Corient Private Wealth
41
Corient Private Wealth
Florida
$2.06M +$2.06M +23,756 New
Goldman Sachs
42
Goldman Sachs
New York
$2.04M -$379K -4,378 -16%
UCFA
43
United Capital Financial Advisors
Texas
$1.97M -$104K -1,200 -5%
TFF
44
The Family Firm
Maryland
$1.88M +$24.8K +286 +1%
AWS
45
Atria Wealth Solutions
New York
$1.8M +$116K +1,345 +7%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.66M -$398K -4,608 -19%
HIC
47
Holderness Investments Company
North Carolina
$1.48M -$53K -612 -3%
FCFC
48
First Citizens Financial Corp
Iowa
$1.45M +$55.8K +645 +4%
SI
49
Stephens Inc
Arkansas
$1.37M -$180K -2,080 -12%
GLA
50
Great Lakes Advisors
Illinois
$1.32M -$38.9K -449 -3%
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