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iShares US Utilities ETF
IDU

Overview Fund Activity

174 hedge funds and large institutions have $306M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
40
Reduced
68
Closed
18
Calls
$2.73M
Puts
–
Net Calls
+$2.73M
Net Calls Change
-$2.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.8M
2
CCT
2
Country Club Trust
Missouri
$6.79M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.21M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M
5
DWM
5
Destination Wealth Management
California
$45.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.47M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.86M
4
Wells Fargo
4
Wells Fargo
California
$4.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
51
Beam Wealth Advisors
Louisiana
$976K +$77.1K +1,056 +9%
IP
52
Intellectus Partners
California
$941K +$353K +4,834 +60%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$927K -$30.4K -416 -3%
FCFC
54
First Citizens Financial Corp
Iowa
$927K +$2.63K +36 +0.3%
CA
55
Cetera Advisors
Colorado
$822K -$357K -4,894 -30%
FAAS
56
First Allied Advisory Services
California
$815K +$14.7K +202 +2%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$800K -$846K -11,700 -51%
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$778K +$438 +6 +0.1%
Stifel Financial
59
Stifel Financial
Missouri
$770K -$263K -3,602 -25%
CIA
60
Capital Investment Advisors
Georgia
$759K – – –
LNC
61
Lincoln National Corp
Pennsylvania
$736K -$34.3K -470 -4%
EAM
62
Evanson Asset Management
California
$698K – – –
CPSC
63
Carl P. Sherr & Co
Massachusetts
$689K +$146 +2 +0%
MA
64
Mutual Advisors
Nebraska
$686K -$1.46K -20 -0.2%
NIC
65
Northwest Investment Counselors
Oregon
$656K +$1.46K +20 +0.2%
GWM
66
Geneos Wealth Management
Colorado
$642K -$9.52K -132 -1%
Comerica Bank
67
Comerica Bank
Texas
$637K – – –
Prudential Financial
68
Prudential Financial
New Jersey
$631K +$31.8K +436 +5%
FMB
69
Field & Main Bank
Kentucky
$606K -$56.9K -780 -9%
EH
70
Equitable Holdings
New York
$573K -$20.8K -284 -3%
GLA
71
Good Life Advisors
Pennsylvania
$563K -$3.22K -44 -0.6%
MCM
72
Murphy Capital Management
New Jersey
$552K -$7.29K -100 -1%
DADC
73
D.A. Davidson & Co
Montana
$549K – – –
BAM
74
Belpointe Asset Management
Nevada
$523K +$5.55K +76 +1%
GPA
75
Garrison Point Advisors
California
$500K +$11.8K +162 +2%
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