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iShares US Utilities ETF
IDU

Overview Fund Activity

201 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 28 closing their positions.

Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$4.65M
2
SIS
2
Strategic Investment Solutions
Illinois
$3.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.37M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$1.77M
5
RJA
5
Raymond James & Associates
Florida
$4.75M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.41M
2
Ameriprise
2
Ameriprise
Minnesota
$1.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.03M
4
SLWA
4
San Luis Wealth Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Comerica Securities
Michigan
$2.1M 28,348 +114 +0.4%
Corient Private Wealth
27
Corient Private Wealth
Florida
$1.97M 26,757 -8,521 -24%
SWA
28
Stratos Wealth Advisors
Ohio
$1.95M 26,488 +18,680 +239%
BAM
29
BOS Asset Management
Illinois
$1.84M 25,014 -794 -3%
EL
30
Essex LLC
Illinois
$1.78M 24,252 -5,024 -17%
GBWM
31
Granite Bay Wealth Management
New Hampshire
$1.77M 22,050 +22,050 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.76M 23,944 +830 +4%
Citadel Advisors
33
Citadel Advisors
Florida
$1.75M 23,745 +2,418 +11%
TFF
34
The Family Firm
Maryland
$1.74M 23,625 +623 +3%
Ameriprise
35
Ameriprise
Minnesota
$1.71M 23,210 -49,521 -68%
HNB
36
Huntington National Bank
Ohio
– – – –
FCFC
37
First Citizens Financial Corp
Iowa
$1.66M 22,528 +316 +1%
UCFA
38
United Capital Financial Advisors
Texas
$1.57M 21,303 -400 -2%
AWS
39
Atria Wealth Solutions
New York
$1.54M 20,789 -1,554 -7%
PAG
40
Private Advisor Group
New Jersey
$1.53M 20,820 -902 -4%
EHC
41
Everett Harris & Co
California
$1.4M 19,010 -2,034 -10%
DADC
42
D.A. Davidson & Co
Montana
$1.39M 18,940 +2 +0%
Stifel Financial
43
Stifel Financial
Missouri
$1.34M 18,208 -861 -5%
AMG
44
Advisors Management Group
Wisconsin
$1.33M 18,021 -65 -0.4%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.32M 15,453 +10,169 +192%
NA
46
NewEdge Advisors
Louisiana
$1.3M 17,648 -3,144 -15%
Goldman Sachs
47
Goldman Sachs
New York
$1.28M 17,418 -19,994 -53%
HIC
48
Holderness Investments Company
North Carolina
$1.25M 17,000 – –
GLA
49
Great Lakes Advisors
Illinois
$1.18M 15,975 +169 +1%
RFM
50
Royal Fund Management
Florida
$1.17M 15,888 +435 +3%
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