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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
2
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$4M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
MWM
1
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
FTS
3
Fifth Third Securities
Ohio
$3.75M
4
FPCP
4
Fort Point Capital Partners
California
$3.09M
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TAP Consulting
Missouri
$2.81M -$783K -9,351 -22%
EL
27
Essex LLC
Illinois
$2.78M – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$2.68M -$32.3K -386 -1%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.53M -$37.1K -443 -1%
CS
30
Comerica Securities
Michigan
$2.3M +$176K +2,097 +8%
HNB
31
Huntington National Bank
Ohio
$2.22M -$2.34M – –
BAM
32
BOS Asset Management
Illinois
$2.21M -$401K -4,794 -15%
SPIA
33
Steward Partners Investment Advisory
New York
$2.21M +$108K +1,289 +5%
PAG
34
Private Advisor Group
New Jersey
$1.96M +$203K +2,427 +12%
TFF
35
The Family Firm
Maryland
$1.89M +$65.2K +779 +4%
EHC
36
Everett Harris & Co
California
$1.85M -$176K -2,100 -9%
NA
37
NewEdge Advisors
Louisiana
$1.82M -$85K -1,014 -4%
UCFA
38
United Capital Financial Advisors
Texas
$1.82M -$90.2K -1,078 -5%
AWS
39
Atria Wealth Solutions
New York
$1.81M +$67.3K +804 +4%
Stifel Financial
40
Stifel Financial
Missouri
$1.61M -$576K -6,886 -26%
DADC
41
D.A. Davidson & Co
Montana
$1.52M +$943K +11,265 +163%
HIC
42
Holderness Investments Company
North Carolina
$1.43M +$1.51K +18 +0.1%
SI
43
Stephens Inc
Arkansas
$1.33M – – –
AMG
44
Advisors Management Group
Wisconsin
$1.31M +$145K +1,735 +12%
GLA
45
Great Lakes Advisors
Illinois
$1.29M +$13.1K +157 +1%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.23M -$378K -4,513 -24%
TRCT
47
Tower Research Capital (TRC)
New York
$1.22M +$577K +6,895 +90%
Citadel Advisors
48
Citadel Advisors
Florida
$1.13M -$2.52M -30,078 -69%
RFM
49
Royal Fund Management
Florida
$1.05M +$189K +2,257 +22%
SPC
50
Sigma Planning Corp
Michigan
$985K -$190K -2,268 -16%
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