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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
2
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$4M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
MWM
1
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
FTS
3
Fifth Third Securities
Ohio
$3.75M
4
FPCP
4
Fort Point Capital Partners
California
$3.09M
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Arrien Investments
Idaho
$976K +$976K +11,663 New
SB
52
Simmons Bank
Arkansas
$957K -$50.2K -600 -5%
PFS
53
Prospera Financial Services
Texas
$869K +$41.2K +492 +5%
CCA
54
Cadent Capital Advisors
Oklahoma
$821K -$27.2K -325 -3%
EAM
55
Evanson Asset Management
California
$805K – – –
JWCA
56
J.W. Cole Advisors
Florida
$796K +$382K +4,561 +92%
CAN
57
Cetera Advisor Networks
California
$787K -$20.5K -245 -3%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$786K -$1.85M -22,144 -70%
Citigroup
59
Citigroup
New York
$745K -$5.94K -71 -0.8%
CIA
60
Capital Investment Advisors
Georgia
$719K -$12.6K -150 -2%
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$716K – – –
BCM
62
Brookstone Capital Management
Illinois
$706K -$149K -1,749 -17%
ASN
63
Advisory Services Network
Georgia
$688K +$517K +6,170 +302%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$677K +$377K +4,496 +125%
GLA
65
Good Life Advisors
Pennsylvania
$662K +$25.3K +302 +4%
NF
66
Nikulski Financial
Iowa
$655K – – –
IBOK
67
Independence Bank of Kentucky
Kentucky
$651K +$48.6K +580 +8%
BAM
68
Belpointe Asset Management
Nevada
$649K -$11.5K -137 -2%
SWA
69
Stratos Wealth Advisors
Ohio
$632K -$125K -1,497 -17%
VCM
70
Virtue Capital Management
Tennessee
$616K +$616K +7,316 New
NIC
71
Northwest Investment Counselors
Oregon
$615K -$33.9K -405 -5%
OC
72
Oppenheimer & Co
New York
$614K -$3.93K -47 -0.6%
NSIM
73
North Star Investment Management
Illinois
$605K +$419 +5 +0.1%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$583K -$79.1K -944 -12%
EH
75
Equitable Holdings
New York
$578K +$27.7K +331 +5%
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