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iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$1.31M -$2.26M -26,421 -63%
HIC
52
Holderness Investments Company
North Carolina
$1.16M +$676 +8 +0.1%
Citadel Advisors
53
Citadel Advisors
Florida
$1.14M +$393K +4,648 +53%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.11M -$2.62M -30,982 -70%
Comerica Bank
55
Comerica Bank
Texas
$1.01M +$5.16K +61 +0.5%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$987K +$73.2K +866 +8%
CAN
57
Cetera Advisor Networks
California
$890K -$148K -1,747 -14%
SB
58
Simmons Bank
Arkansas
$886K -$117K -1,380 -12%
HighTower Advisors
59
HighTower Advisors
Illinois
$872K -$52.5K -622 -6%
CA
60
Cetera Advisors
Colorado
$821K +$821K +9,710 New
JIP
61
Jaffetilchin Investment Partners
Florida
$731K +$174K +2,059 +31%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$714K -$8.45K -100 -1%
CIA
63
Capital Investment Advisors
Georgia
$684K -$2.79K -33 -0.4%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$677K -$15.8K -187 -2%
IBOK
65
Independence Bank of Kentucky
Kentucky
$587K -$38.9K -460 -6%
B
66
Bensler
Washington
$575K +$246K +2,909 +75%
GPA
67
Garrison Point Advisors
California
$567K +$4.65K +55 +0.8%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$551K +$15.4K +182 +3%
HNWAG
69
High Net Worth Advisory Group
Florida
$541K – – –
WMA
70
Wealth Management Associates
New Jersey
$515K +$6.42K +73 +1%
SPC
71
Sigma Planning Corp
Michigan
$511K +$218K +2,578 +74%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$485K -$4.65K -55 -0.9%
MA
73
Mutual Advisors
Nebraska
$467K +$32.5K +384 +7%
SWP
74
Stratos Wealth Partners
Ohio
$466K +$1.18K +14 +0.3%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$465K -$549K -6,441 -54%
1 2
3
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