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iShares US Utilities ETF
IDU

Overview Fund Activity

174 hedge funds and large institutions have $306M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
40
Reduced
68
Closed
18
Calls
$2.73M
Puts
–
Net Calls
+$2.73M
Net Calls Change
-$2.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.8M
2
CCT
2
Country Club Trust
Missouri
$6.79M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.21M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M
5
DWM
5
Destination Wealth Management
California
$45.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.47M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.86M
4
Wells Fargo
4
Wells Fargo
California
$4.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
76
Independence Bank of Kentucky
Kentucky
$498K +$10.2K +140 +2%
OC
77
Oppenheimer & Co
New York
$493K -$3.07K -42 -0.6%
ASN
78
Advisory Services Network
Georgia
$492K -$27.5K -376 -5%
FHC
79
First Heartland Consultants
Missouri
$475K -$121K -1,650 -20%
WCG
80
Weaver Consulting Group
California
$473K -$18K -246 -4%
NFG
81
Next Financial Group
Texas
$457K +$3.5K +48 +0.8%
PJB
82
Paul John Balson
California
$438K -$120K -1,648 -22%
FWIA
83
Fort Washington Investment Advisors
Ohio
$423K – – –
BW
84
Bison Wealth
Georgia
$422K -$7.73K -106 -2%
TRCT
85
Tower Research Capital (TRC)
New York
$414K -$898K -12,292 -68%
NSIM
86
North Star Investment Management
Illinois
$389K – – –
MAS
87
Madden Advisory Services
Florida
$376K -$4.97K -68 -1%
Citigroup
88
Citigroup
New York
$343K -$105K -1,440 -23%
CCA
89
Clearwater Capital Advisors
Illinois
$335K – – –
CAL
90
Capital Advisors Ltd
Ohio
$308K – – –
BAS
91
Brown Advisory Securities
Maryland
$307K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$300K -$23.1K -316 -7%
SWP
93
Stratos Wealth Partners
Ohio
$281K +$2.34K +32 +0.8%
KTA
94
Keeley-Teton Advisors
Illinois
$266K – – –
CAM
95
Concorde Asset Management
Michigan
$247K +$146 +2 +0.1%
CB
96
Commerce Bank
Missouri
$233K – – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$225K +$77.9K +1,060 +53%
SCM
98
Schnieders Capital Management
California
$223K -$7.31K -100 -3%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
NAM
100
NTV Asset Management
West Virginia
$215K -$14.6K -200 -6%
2 3
4
5 6