IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

186 hedge funds and large institutions have $296M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 150 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
150
Reduced
9
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.09M
2
TRCT
2
Tower Research Capital (TRC)
New York
$1.85M
3
DWM
3
Destination Wealth Management
California
$48.9M
4
TP
4
Tranquility Partners
Tennessee
$904K
5
FAIM
5
Financial Advocates Investment Management
Washington
$760K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$217K
2
Goldman Sachs
2
Goldman Sachs
New York
$814K
3
Morgan Stanley
3
Morgan Stanley
New York
$21.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IP
51
Intellectus Partners
California
$905K 11,666 +5,220 +81%
TP
52
Tranquility Partners
Tennessee
$904K 11,646 +11,646 New
BWA
53
Beam Wealth Advisors
Louisiana
$880K 11,334 +4,652 +70%
CA
54
Cetera Advisors
Colorado
$859K 11,072 +5,442 +97%
LNC
55
Lincoln National Corp
Pennsylvania
$843K 10,857 +5,815 +115%
Goldman Sachs
56
Goldman Sachs
New York
$814K 10,488 -19,722 -65%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$813K 10,472 +5,147 +97%
CIA
58
Capital Investment Advisors
Georgia
$807K 10,400 +5,200 +100%
FAIM
59
Financial Advocates Investment Management
Washington
$760K 16,716 +16,716 New
EAM
60
Evanson Asset Management
California
$742K 9,564 +4,782 +100%
MA
61
Mutual Advisors
Nebraska
$731K 9,416 +4,716 +100%
Prudential Financial
62
Prudential Financial
New Jersey
$731K 9,417 +5,095 +118%
NIC
63
Northwest Investment Counselors
Oregon
$690K 8,897 +4,407 +98%
PCH
64
PGIM Custom Harvest
New Jersey
$668K 8,612 +8,612 New
CCA
65
Cadent Capital Advisors
Oklahoma
$635K 8,184 +8,184 New
Comerica Bank
66
Comerica Bank
Texas
$623K 8,020 +4,010 +100%
JWCA
67
J.W. Cole Advisors
Florida
$613K 7,896 -359 -4%
CPSC
68
Carl P. Sherr & Co
Massachusetts
$602K 7,751 +3,032 +64%
GLA
69
Good Life Advisors
Pennsylvania
$588K 7,582 +3,731 +97%
MCM
70
Murphy Capital Management
New Jersey
$587K 7,570 +3,785 +100%
DADC
71
D.A. Davidson & Co
Montana
$578K 7,454 +3,692 +98%
EH
72
Equitable Holdings
New York
$577K 7,430 +3,509 +89%
GWM
73
Geneos Wealth Management
Colorado
$573K 7,442 +2,991 +67%
FMB
74
Field & Main Bank
Kentucky
$566K 7,300 +3,150 +76%
ASN
75
Advisory Services Network
Georgia
$544K 7,008 +3,639 +108%
1 2
3
4 5