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iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$2.4M -$127K -1,502 -5%
SWA
27
Stratos Wealth Advisors
Ohio
$2.34M +$32.5K +384 +1%
HNB
28
Huntington National Bank
Ohio
$2.27M -$2.28M – –
Corient Private Wealth
29
Corient Private Wealth
Florida
$2.25M +$128K +1,516 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.2M -$35.6K -421 -2%
WAM
31
Wakefield Asset Management
Colorado
$2.06M +$63.2K +748 +3%
TFF
32
The Family Firm
Maryland
$2.02M -$12.8K -152 -0.6%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.9M -$197K -2,336 -9%
PFS
34
Prospera Financial Services
Texas
$1.89M -$31.4K -371 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.82M +$1.1M +13,070 +155%
BAM
36
BOS Asset Management
Illinois
$1.8M -$180K -2,134 -9%
RFM
37
Royal Fund Management
Florida
$1.79M +$196K +2,312 +12%
DADC
38
D.A. Davidson & Co
Montana
$1.77M -$90K -1,065 -5%
DAM
39
Derbend Asset Management
Georgia
$1.74M +$1.01K +12 +0.1%
FCFC
40
First Citizens Financial Corp
Iowa
$1.74M -$9.64K -114 -0.6%
EHC
41
Everett Harris & Co
California
$1.6M -$8.45K -100 -0.5%
KWA
42
Kellett Wealth Advisors
Ohio
$1.58M +$573K +6,781 +57%
AMG
43
Advisors Management Group
Wisconsin
$1.57M +$55K +651 +4%
EL
44
Essex LLC
Illinois
$1.57M -$101K -1,190 -6%
PAG
45
Private Advisor Group
New Jersey
$1.56M -$271K -3,206 -15%
NA
46
NewEdge Advisors
Louisiana
$1.53M -$42.2K -499 -3%
AWS
47
Atria Wealth Solutions
New York
$1.52M -$109K -1,289 -7%
SI
48
Stephens Inc
Arkansas
$1.43M -$277K -3,282 -16%
JIC
49
Johnson Investment Counsel
Ohio
$1.43M -$58.7K -695 -4%
GLA
50
Great Lakes Advisors
Illinois
$1.35M +$33K +390 +3%
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