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iShares US Utilities ETF
IDU

Overview Fund Activity

223 hedge funds and large institutions have $424M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
223
Holders Change
+14
Holders Change %
+6.7%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$42.7M
2
TC
2
TAP Consulting
Missouri
$5.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FTS
4
Fifth Third Securities
Ohio
$3.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.76M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$55M
2
HNB
2
Huntington National Bank
Ohio
$2.39M
3
BCM
3
Brookstone Capital Management
Illinois
$3.65M
4
KAS
4
Kestra Advisory Services
Texas
$562K
5
SLWA
5
San Luis Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GLA
51
Great Lakes Advisors
Illinois
$1.36M 15,871 -65 -0.4%
VA
52
Valmark Advisers
Ohio
$1.23M 14,368 +7,894 +122%
SPC
53
Sigma Planning Corp
Michigan
$1.21M 14,135 +915 +7%
AMG
54
Advisors Management Group
Wisconsin
$1.16M 13,525 +357 +3%
NA
55
Navellier & Associates
Nevada
$1.15M 13,391 -169 -1%
SB
56
Simmons Bank
Arkansas
$1.03M 12,036 -260 -2%
Comerica Bank
57
Comerica Bank
Texas
$929K 10,958 +1,996 +22%
CCA
58
Cadent Capital Advisors
Oklahoma
$864K 10,096 +10,096 New
SWA
59
Stratos Wealth Advisors
Ohio
$863K 10,079 +10,079 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$862K 10,178 +7,858 +339%
LNC
61
Lincoln National Corp
Pennsylvania
$853K 9,964 +1,946 +24%
Citigroup
62
Citigroup
New York
$835K 9,749 +9,682 +14,451%
EAM
63
Evanson Asset Management
California
$824K 9,621 – –
CAN
64
Cetera Advisor Networks
California
$808K 9,437 +231 +3%
APA
65
American Portfolios Advisors
New York
$803K 9,382 +7,574 +419%
BAM
66
Belpointe Asset Management
Nevada
$790K 9,226 -13 -0.1%
CCA
67
Cottonwood Capital Advisors
Utah
$789K 9,218 -542 -6%
PFS
68
Prospera Financial Services
Texas
$785K 9,173 +5,288 +136%
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$766K 8,952 -625 -7%
CIA
70
Capital Investment Advisors
Georgia
$757K 8,839 +185 +2%
SS
71
Sunbelt Securities
Texas
$731K 8,538 +5,891 +223%
NIC
72
Northwest Investment Counselors
Oregon
$685K 8,005 -770 -9%
FPCP
73
Fort Point Capital Partners
California
$655K 7,657 +7,657 New
OC
74
Oppenheimer & Co
New York
$631K 7,364 +808 +12%
GLA
75
Good Life Advisors
Pennsylvania
$630K 7,354 +49 +0.7%
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