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iShares US Utilities ETF
IDU

Overview Fund Activity

182 hedge funds and large institutions have $290M invested in iShares US Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
58
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTS
1
Fifth Third Securities
Ohio
$1.79M
2
MPPLM
2
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M
3
DWM
3
Destination Wealth Management
California
$52.8M
4
PCH
4
PGIM Custom Harvest
New Jersey
$4M
5
Morgan Stanley
5
Morgan Stanley
New York
$24M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$13.6M
2
AWM
2
AE Wealth Management
Kansas
$490K
3
HNB
3
Huntington National Bank
Ohio
$2.31M
4
Bank of America
4
Bank of America
North Carolina
$15.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$542K
Name Market Value Shares Shares
Change 		Shares
Change %
BCV
51
Banque Cantonale Vaudoise
Switzerland
$868K 11,000 – –
BAM
52
Belpointe Asset Management
Nevada
$853K 10,806 -1,520 -12%
SLWA
53
San Luis Wealth Advisors
California
$829K 10,505 +10,505 New
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$795K 10,069 – –
AMG
55
Advisors Management Group
Wisconsin
$786K 9,955 +395 +4%
CIA
56
Capital Investment Advisors
Georgia
$765K 9,689 -540 -5%
EAM
57
Evanson Asset Management
California
$763K 9,701 – –
Bank of New York Mellon
58
Bank of New York Mellon
New York
$731K 9,272 – –
LNC
59
Lincoln National Corp
Pennsylvania
$703K 8,915 -1,771 -17%
NIC
60
Northwest Investment Counselors
Oregon
$689K 8,731 -100 -1%
Comerica Bank
61
Comerica Bank
Texas
$671K 8,020 – –
KPW
62
Kore Private Wealth
New York
$641K 8,123 +2,730 +51%
GLA
63
Good Life Advisors
Pennsylvania
$628K 7,954 +622 +8%
IP
64
Intellectus Partners
California
$603K 7,633 +28 +0.4%
IBOK
65
Independence Bank of Kentucky
Kentucky
$598K 7,573 +160 +2%
Vontobel Holding
66
Vontobel Holding
Switzerland
$592K 7,500 – –
GWM
67
Geneos Wealth Management
Colorado
$589K 7,455 -180 -2%
DADC
68
D.A. Davidson & Co
Montana
$581K 7,354 – –
EH
69
Equitable Holdings
New York
$579K 7,338 +6 +0.1%
MCM
70
Murphy Capital Management
New Jersey
$573K 7,270 -200 -3%
MA
71
Mutual Advisors
Nebraska
$572K 7,241 -312 -4%
NSIM
72
North Star Investment Management
Illinois
$566K 7,174 -681 -9%
NFG
73
Next Financial Group
Texas
$550K 6,969 +290 +4%
WI
74
WBI Investments
New Jersey
$550K 7,053 +1,331 +23%
TRCT
75
Tower Research Capital (TRC)
New York
$542K 6,861 -17,642 -72%
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