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iShares US Utilities ETF
IDU

218 hedge funds and large institutions have $413M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% less ownership

Funds ownership: 43.02% → 42.34% (-0.68%)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

6% less capital invested

Capital invested by funds: $439M → $413M (-$26.3M)

8% less funds holding

Funds holding: 238 → 218 (-20)

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
218
Holders Change
-20
Holders Change %
-8.4%
% 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
62
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$31.5M
2
SLWA
San Luis Wealth Advisors
California
+$3.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.13M
4
Goldman Sachs
Goldman Sachs
New York
+$2.02M
5
LPL Financial
LPL Financial
California
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
MWM
MinichMacGregor Wealth Management
New York
-$12M
2
Bank of America
Bank of America
North Carolina
-$9.32M
3
FTS
Fifth Third Securities
Ohio
-$3.72M
4
FPCP
Fort Point Capital Partners
California
-$3.21M
5
SFI
SPC Financial Inc
Maryland
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.83M +$844K +10,108 +43%
TC
27
TAP Consulting
Missouri
$2.81M -$780K -9,351 -22%
EL
28
Essex LLC
Illinois
$2.78M – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$2.68M -$32.2K -386 -1%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.53M -$37K -443 -1%
CS
31
Comerica Securities
Michigan
$2.3M +$175K +2,097 +8%
HNB
32
Huntington National Bank
Ohio
$2.22M – – –
BAM
33
BOS Asset Management
Illinois
$2.21M -$400K -4,794 -15%
SPIA
34
Steward Partners Investment Advisory
New York
$2.21M +$108K +1,289 +5%
PAG
35
Private Advisor Group
New Jersey
$1.96M +$203K +2,427 +12%
TFF
36
The Family Firm
Maryland
$1.89M +$65K +779 +4%
EHC
37
Everett Harris & Co
California
$1.85M -$175K -2,100 -9%
NA
38
NewEdge Advisors
Louisiana
$1.82M -$84.6K -1,014 -4%
UCFA
39
United Capital Financial Advisors
Texas
$1.82M -$90K -1,078 -5%
AWS
40
Atria Wealth Solutions
New York
$1.81M +$67.1K +804 +4%
Stifel Financial
41
Stifel Financial
Missouri
$1.61M -$575K -6,886 -26%
DADC
42
D.A. Davidson & Co
Montana
$1.52M +$940K +11,265 +163%
HIC
43
Holderness Investments Company
North Carolina
$1.43M +$1.5K +18 +0.1%
SI
44
Stephens Inc
Arkansas
$1.33M – – –
AMG
45
Advisors Management Group
Wisconsin
$1.31M +$145K +1,735 +12%
GLA
46
Great Lakes Advisors
Illinois
$1.29M +$13.1K +157 +1%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.23M -$377K -4,513 -24%
TRCT
48
Tower Research Capital (TRC)
New York
$1.22M +$575K +6,895 +90%
Citadel Advisors
49
Citadel Advisors
Florida
$1.13M -$2.51M -30,078 -69%
RFM
50
Royal Fund Management
Florida
$1.05M +$188K +2,257 +22%
1
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IDU Hedge Fund Activity: Q1 2023 in Review

218 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2023, worth a combined $413M — down 6% from $439M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IDU and 18 opened new positions — a net loss of 11 holders — while 63 trimmed existing stakes and 62 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $31.5M. The largest seller was MinichMacGregor Wealth Management, exiting entirely with an estimated $12M sold.

  • 218 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2023, down from 238 in Q4 2022.
  • Funds reported $413M of iShares US Utilities ETF stock for Q1 2023, down 6% quarter-over-quarter.
  • 18 funds opened new iShares US Utilities ETF positions in Q1 2023 and 29 closed out, a net change of -11 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $31.5M added.
  • The largest iShares US Utilities ETF seller in Q1 2023 was MinichMacGregor Wealth Management, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2023.