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iShares US Utilities ETF
IDU

216 hedge funds and large institutions have $410M 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, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

28% more capital invested

Capital invested by funds: $319M → $410M (+$90.8M)

7.12% more ownership

Funds ownership: 41.62% → 48.74% (+7.1%)

7% more funds holding

Funds holding: 202 → 216 (+14)

26% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 72

Holders
216
Holders Change
+14
Holders Change %
+6.93%
% 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
72
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$43.2M
2
PCH
PGIM Custom Harvest
New Jersey
+$28.4M
3
Bank of America
Bank of America
North Carolina
+$20.9M
4
CW
Connectus Wealth
Ohio
+$2.74M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$29.4M
2
SIS
Strategic Investment Solutions
Illinois
-$3.57M
3
JIC
Johnson Investment Counsel
Ohio
-$3.16M
4
RJA
Raymond James & Associates
Florida
-$2.74M
5
TC
TAP Consulting
Missouri
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.64M +$48.6K +635 +2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$2.39M -$69.2K -903 -3%
RJA
28
Raymond James & Associates
Florida
$2.3M -$2.74M -35,782 -55%
HNB
29
Huntington National Bank
Ohio
$2.28M – – –
SWA
30
Stratos Wealth Advisors
Ohio
$2.18M +$61.5K +803 +3%
IFG
31
Independent Financial Group
California
$2.12M -$208K -2,713 -9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.11M +$192K +2,506 +10%
Corient Private Wealth
33
Corient Private Wealth
Florida
$2.01M -$127K -1,655 -6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.98M -$29.4M -384,030 -94%
TFF
35
The Family Firm
Maryland
$1.92M +$28.7K +374 +2%
WAM
36
Wakefield Asset Management
Colorado
$1.89M +$1.81M +23,635 New
BAM
37
BOS Asset Management
Illinois
$1.87M -$123K -1,610 -6%
PFS
38
Prospera Financial Services
Texas
$1.81M +$1.27M +16,611 +273%
DADC
39
D.A. Davidson & Co
Montana
$1.75M +$231K +3,009 +16%
PAG
40
Private Advisor Group
New Jersey
$1.73M +$65.3K +852 +4%
FCFC
41
First Citizens Financial Corp
Iowa
$1.65M -$140K -1,828 -8%
DAM
42
Derbend Asset Management
Georgia
$1.65M +$1.58M +20,614 New
SI
43
Stephens Inc
Arkansas
$1.62M +$345K +4,500 +29%
EL
44
Essex LLC
Illinois
$1.58M -$345K -4,500 -19%
AWS
45
Atria Wealth Solutions
New York
$1.54M -$114K -1,491 -7%
EHC
46
Everett Harris & Co
California
$1.52M – – –
RFM
47
Royal Fund Management
Florida
$1.51M +$223K +2,915 +18%
NA
48
NewEdge Advisors
Louisiana
$1.48M +$71.1K +928 +5%
AMG
49
Advisors Management Group
Wisconsin
$1.43M -$7.97K -104 -0.6%
JIC
50
Johnson Investment Counsel
Ohio
$1.41M -$3.16M -41,288 -70%
1
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IDU Hedge Fund Activity: Q4 2023 in Review

216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2023, worth a combined $410M — up 28% from $319M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IDU positions and 19 closed out — a net gain of 18 holders — while 53 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.2M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $29.4M.

  • 216 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2023, up from 202 in Q3 2023.
  • Funds reported $410M of iShares US Utilities ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 37 funds opened new iShares US Utilities ETF positions in Q4 2023 and 19 closed out, a net change of +18 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $43.2M added.
  • The largest iShares US Utilities ETF seller in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2023.