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iShares US Utilities ETF
IDU

Overview Fund Activity

255 hedge funds and large institutions have $792M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 21 closing their positions.

Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
81
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M
2
AWM
2
Apollon Wealth Management
South Carolina
$13.5M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M
5
GF
5
Gimbal Financial
Indiana
$7.96M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.8M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
HNB
3
Huntington National Bank
Ohio
$2.74M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
GS
5
GTS Securities
New York
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFP
26
Second Half Financial Partners
Florida
$6.4M +$6.4M +62,711 New
TSW
27
Three Seasons Wealth
Utah
$6.08M +$882K +8,649 +17%
Truist Financial
28
Truist Financial
North Carolina
$5.86M +$1.65M +16,179 +39%
Osaic Holdings
29
Osaic Holdings
Arizona
$5.61M +$463K +4,533 +9%
Goldman Sachs
30
Goldman Sachs
New York
$5.45M +$453K +4,436 +9%
BCM
31
Brookstone Capital Management
Illinois
$5.22M -$142K -1,394 -3%
Ameriprise
32
Ameriprise
Minnesota
$5.05M +$1.49M +14,566 +42%
CIA
33
Concurrent Investment Advisors
Florida
$4.76M +$59.1K +579 +1%
SFS
34
Sharp Financial Services
Pennsylvania
$4.55M +$469K +4,600 +12%
UBS Group
35
UBS Group
Switzerland
$4.42M +$585K +5,737 +15%
CA
36
Crumly & Associates
Illinois
$4.14M +$4.14M +40,548 New
Citadel Advisors
37
Citadel Advisors
Florida
$4.11M +$3.04M +29,766 +282%
RAS
38
RPS Advisory Solutions
Kentucky
$4.11M +$1.01M +9,943 +33%
MML Investors Services
39
MML Investors Services
Massachusetts
$3.62M +$389K +3,816 +12%
FTUS
40
Flow Traders U.S.
New York
$3.57M +$2.96M +29,039 +487%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$3.23M -$333K -3,264 -9%
CA
42
CoreCap Advisors
Michigan
$3.23M +$3.23M +31,680 New
BWP
43
Balboa Wealth Partners
Arizona
$3.1M -$3.47K -34 -0.1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.96M +$255K +2,500 +9%
SWA
45
Stratos Wealth Advisors
Ohio
$2.93M +$77.2K +757 +3%
MPPLM
46
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.76M +$2.76M +27,066 New
HNB
47
Huntington National Bank
Ohio
$2.74M -$2.37M – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$2.71M -$39K -382 -1%
RJA
49
Raymond James & Associates
Florida
$2.56M +$567K +5,560 +29%
Corient Private Wealth
50
Corient Private Wealth
Florida
$2.46M -$116K -1,140 -5%
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