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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$126M
2
B
2
Bensler
Washington
$16.6M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
4
TownSquare Capital
Utah
$7.18M
5
NG
5
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
2
Gimbal Financial
Indiana
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$2.37M
5
KWA
5
Kellett Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IECM
51
Intrinsic Edge Capital Management
Illinois
$1.76M +$1.76M +20,000 New
WAM
52
Wakefield Asset Management
Colorado
$1.74M -$402K -4,578 -19%
RJA
53
Raymond James & Associates
Florida
$1.71M -$870K -9,901 -34%
EHC
54
Everett Harris & Co
California
$1.66M – – –
DADC
55
D.A. Davidson & Co
Montana
$1.65M -$182K -2,068 -10%
AMG
56
Advisors Management Group
Wisconsin
$1.64M +$2.99K +34 +0.2%
NA
57
NewEdge Advisors
Louisiana
$1.63M +$41.8K +476 +3%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$1.63M -$344K -3,915 -17%
EL
59
Essex LLC
Illinois
$1.53M -$103K -1,170 -6%
GLA
60
Great Lakes Advisors
Illinois
$1.41M +$8K +91 +0.6%
SI
61
Stephens Inc
Arkansas
$1.29M -$203K -2,311 -14%
HIC
62
Holderness Investments Company
North Carolina
$1.22M +$15.7K +179 +1%
AWS
63
Atria Wealth Solutions
New York
$1.11M -$469K -5,342 -30%
Comerica Bank
64
Comerica Bank
Texas
$1.05M -$264 -3 -0%
SLWA
65
San Luis Wealth Advisors
California
$1.02M +$1.02M +11,562 New
CCFM
66
Clear Creek Financial Management
Washington
$1.01M +$1.01M +11,523 New
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$954K +$954K +10,776 New
HighTower Advisors
68
HighTower Advisors
Illinois
$938K +$26K +294 +3%
Citadel Advisors
69
Citadel Advisors
Florida
$929K -$257K -2,928 -22%
SB
70
Simmons Bank
Arkansas
$921K – – –
AWM
71
Apollon Wealth Management
South Carolina
$836K +$836K +9,512 New
JIP
72
Jaffetilchin Investment Partners
Florida
$763K +$2.37K +27 +0.3%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$752K +$8.79K +100 +1%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$708K +$4.66K +53 +0.7%
CIA
75
Capital Investment Advisors
Georgia
$687K -$23.6K -269 -3%
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