IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.1M
2
PCH
2
PGIM Custom Harvest
New Jersey
$36.8M
3
Bank of America
3
Bank of America
North Carolina
$39.6M
4
CW
4
Connectus Wealth
Ohio
$2.87M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.81M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.98M
2
SIS
2
Strategic Investment Solutions
Illinois
$60.1K
3
JIC
3
Johnson Investment Counsel
Ohio
$1.41M
4
RJA
4
Raymond James & Associates
Florida
$2.3M
5
TC
5
TAP Consulting
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
51
Great Lakes Advisors
Illinois
$1.25M -$30.1K -377 -2%
HIC
52
Holderness Investments Company
North Carolina
$1.1M -$261K -3,270 -19%
SFS
53
Sowell Financial Services
Arkansas
$1.08M +$1.08M +13,516 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.01M -$302K -3,551 -23%
CAN
55
Cetera Advisor Networks
California
$981K +$163K +2,040 +20%
Comerica Bank
56
Comerica Bank
Texas
$954K -$14.1K -177 -1%
KWA
57
Kellett Wealth Advisors
Ohio
$952K +$952K +11,909 New
SB
58
Simmons Bank
Arkansas
$948K +$40K +500 +4%
HighTower Advisors
59
HighTower Advisors
Illinois
$874K -$13.4K -168 -2%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$865K +$434K +5,434 +101%
Citadel Advisors
61
Citadel Advisors
Florida
$707K -$1.19M -14,897 -63%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$684K – – –
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$674K -$57.2K -716 -8%
LWM
64
Laidlaw Wealth Management
New York
$668K +$668K +8,362 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$655K -$13.1K -164 -2%
CIA
66
Capital Investment Advisors
Georgia
$649K +$18.5K +231 +3%
IBOK
67
Independence Bank of Kentucky
Kentucky
$592K -$17.6K -220 -3%
GPA
68
Garrison Point Advisors
California
$532K – – –
JIP
69
Jaffetilchin Investment Partners
Florida
$527K +$219K +2,739 +71%
HNWAG
70
High Net Worth Advisory Group
Florida
$512K – – –
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$506K -$64.9K -812 -11%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$463K -$16K -200 -3%
WMA
73
Wealth Management Associates
New Jersey
$463K -$5.68K -71 -1%
JWCA
74
J.W. Cole Advisors
Florida
$441K +$17K +213 +4%
SWP
75
Stratos Wealth Partners
Ohio
$440K +$240 +3 +0.1%
1 2
3
4 5