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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$126M
2
B
2
Bensler
Washington
$16.6M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
4
TownSquare Capital
Utah
$7.18M
5
NG
5
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
2
Gimbal Financial
Indiana
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$2.37M
5
KWA
5
Kellett Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Concurrent Investment Advisors
Florida
$4.05M +$4.05M +46,077 New
Truist Financial
27
Truist Financial
North Carolina
$3.63M +$123K +1,405 +4%
SFS
28
Sharp Financial Services
Pennsylvania
$3.51M +$3.51M +39,983 New
AWM
29
AE Wealth Management
Kansas
$3.35M +$284K +3,232 +9%
UBS Group
30
UBS Group
Switzerland
$3.31M -$131K -1,496 -4%
BA
31
Bellwether Advisors
Nebraska
$3.11M +$21.9K +249 +0.7%
Ameriprise
32
Ameriprise
Minnesota
$3.07M +$1.73M +19,678 +129%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.07M +$1.92M +21,852 +167%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.78M -$86.6K -985 -3%
BWP
35
Balboa Wealth Partners
Arizona
$2.68M +$2.68M +30,461 New
RAS
36
RPS Advisory Solutions
Kentucky
$2.67M +$2.67M +30,335 New
SWA
37
Stratos Wealth Advisors
Ohio
$2.45M +$22.8K +260 +0.9%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$2.37M -$119K -1,358 -5%
HNB
39
Huntington National Bank
Ohio
$2.37M -$2.27M – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.33M +$444K +5,052 +23%
Corient Private Wealth
41
Corient Private Wealth
Florida
$2.22M -$118K -1,347 -5%
PAG
42
Private Advisor Group
New Jersey
$2.06M +$439K +4,992 +27%
TFF
43
The Family Firm
Maryland
$2.03M -$68.7K -782 -3%
PFS
44
Prospera Financial Services
Texas
$1.96M -$176 -2 -0%
RFM
45
Royal Fund Management
Florida
$1.92M +$43.5K +490 +2%
BAM
46
BOS Asset Management
Illinois
$1.84M -$27.2K -309 -1%
WA
47
Waverly Advisors
Alabama
$1.81M +$1.81M +20,636 New
FCFC
48
First Citizens Financial Corp
Iowa
$1.81M -$879 -10 -0%
EE
49
EWG Elevate
California
$1.81M +$1.81M +20,540 New
GS
50
GTS Securities
New York
$1.79M +$1.79M +20,398 New
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