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iShares US Utilities ETF
IDU

Overview Fund Activity

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.1M
2
PCH
2
PGIM Custom Harvest
New Jersey
$36.8M
3
Bank of America
3
Bank of America
North Carolina
$39.6M
4
CW
4
Connectus Wealth
Ohio
$2.87M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.81M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.98M
2
SIS
2
Strategic Investment Solutions
Illinois
$60.1K
3
JIC
3
Johnson Investment Counsel
Ohio
$1.41M
4
RJA
4
Raymond James & Associates
Florida
$2.3M
5
TC
5
TAP Consulting
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.64M +$50.8K +635 +2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$2.39M -$72.2K -903 -3%
RJA
28
Raymond James & Associates
Florida
$2.3M -$2.86M -35,782 -55%
HNB
29
Huntington National Bank
Ohio
$2.28M -$1.69M – –
SWA
30
Stratos Wealth Advisors
Ohio
$2.18M +$64.2K +803 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.11M +$200K +2,506 +10%
Corient Private Wealth
32
Corient Private Wealth
Florida
$2.01M -$132K -1,655 -6%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.98M -$30.7M -384,030 -94%
TFF
34
The Family Firm
Maryland
$1.92M +$29.9K +374 +2%
WAM
35
Wakefield Asset Management
Colorado
$1.89M +$1.89M +23,635 New
BAM
36
BOS Asset Management
Illinois
$1.87M -$129K -1,610 -6%
PFS
37
Prospera Financial Services
Texas
$1.81M +$1.33M +16,611 +273%
DADC
38
D.A. Davidson & Co
Montana
$1.75M +$241K +3,009 +16%
PAG
39
Private Advisor Group
New Jersey
$1.73M +$68.1K +852 +4%
FCFC
40
First Citizens Financial Corp
Iowa
$1.65M -$146K -1,828 -8%
DAM
41
Derbend Asset Management
Georgia
$1.65M +$1.65M +20,614 New
SI
42
Stephens Inc
Arkansas
$1.62M +$360K +4,500 +29%
EL
43
Essex LLC
Illinois
$1.58M -$360K -4,500 -19%
AWS
44
Atria Wealth Solutions
New York
$1.54M -$119K -1,491 -7%
EHC
45
Everett Harris & Co
California
$1.52M – – –
RFM
46
Royal Fund Management
Florida
$1.51M +$234K +2,915 +18%
NA
47
NewEdge Advisors
Louisiana
$1.48M +$74.2K +928 +5%
AMG
48
Advisors Management Group
Wisconsin
$1.43M -$8.31K -104 -0.6%
JIC
49
Johnson Investment Counsel
Ohio
$1.41M -$3.3M -41,288 -70%
LNC
50
Lincoln National Corp
Pennsylvania
$1.39M +$1.07M +13,443 +344%
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