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iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$41.4M
2
Bank of America
2
Bank of America
North Carolina
$37.2M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$5.51M
4
BCM
4
Brookstone Capital Management
Illinois
$6.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
HNB
2
Huntington National Bank
Ohio
$2.65M
3
FTS
3
Fifth Third Securities
Ohio
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Cottonwood Capital Advisors
Utah
$888K -$182K -2,003 -17%
EAM
52
Evanson Asset Management
California
$876K -$7.28K -80 -0.8%
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$871K -$1.73K -19 -0.2%
AWM
54
AE Wealth Management
Kansas
$848K +$423K +4,651 +100%
BAM
55
Belpointe Asset Management
Nevada
$841K +$637 +7 +0.1%
Comerica Bank
56
Comerica Bank
Texas
$838K +$85.5K +914 +11%
CAN
57
Cetera Advisor Networks
California
$838K +$445K +4,890 +113%
NIC
58
Northwest Investment Counselors
Oregon
$799K +$1.28K +14 +0.2%
Renaissance Technologies
59
Renaissance Technologies
New York
$792K +$792K +8,700 New
CIA
60
Capital Investment Advisors
Georgia
$788K -$50.1K -550 -6%
LNC
61
Lincoln National Corp
Pennsylvania
$730K -$95.5K -1,049 -12%
EH
62
Equitable Holdings
New York
$697K +$37.7K +415 +6%
IBOK
63
Independence Bank of Kentucky
Kentucky
$684K +$18.3K +201 +3%
GLA
64
Good Life Advisors
Pennsylvania
$665K -$1.46K -16 -0.2%
PPW
65
Pinnacle Private Wealth
Massachusetts
$644K +$49K +538 +8%
NSIM
66
North Star Investment Management
Illinois
$642K +$455 +5 +0.1%
DADC
67
D.A. Davidson & Co
Montana
$634K +$3.91K +43 +0.6%
MA
68
Mutual Advisors
Nebraska
$628K -$144K -1,587 -19%
GPA
69
Garrison Point Advisors
California
$624K – – –
GWM
70
Geneos Wealth Management
Colorado
$605K – – –
OC
71
Oppenheimer & Co
New York
$597K -$11.6K -127 -2%
VA
72
Valmark Advisers
Ohio
$589K +$589K +6,474 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$572K -$1.15M -12,653 -67%
MCM
74
Murphy Capital Management
New Jersey
$570K -$86.4K -950 -13%
WI
75
WBI Investments
New Jersey
$532K +$108K +1,213 +26%
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