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iShares US Utilities ETF
IDU

Overview Fund Activity

186 hedge funds and large institutions have $296M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 150 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
150
Reduced
9
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

1
DWM
1
Destination Wealth Management
California
$48.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M
4
LPL Financial
4
LPL Financial
California
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$15.8M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$217K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$814K
4
MWM
4
MinichMacGregor Wealth Management
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GPA
76
Garrison Point Advisors
California
$532K 6,861 +3,437 +100%
IBOK
77
Independence Bank of Kentucky
Kentucky
$526K 6,783 +3,374 +99%
OC
78
Oppenheimer & Co
New York
$522K 6,731 +3,355 +99%
FHC
79
First Heartland Consultants
Missouri
$493K 6,348 +3,097 +95%
NFG
80
Next Financial Group
Texas
$487K 6,279 +3,147 +100%
PJB
81
Paul John Balson
California
$470K 6,055 +3,058 +102%
FWIA
82
Fort Washington Investment Advisors
Ohio
$450K 5,800 +2,900 +100%
BW
83
Bison Wealth
Georgia
$450K 5,793 +2,900 +100%
WCG
84
Weaver Consulting Group
California
$428K 5,518 +2,277 +70%
NSIM
85
North Star Investment Management
Illinois
$413K 5,328 +2,664 +100%
AAS
86
Avantax Advisory Services
Texas
$411K 5,288 -1,716 -25%
MAS
87
Madden Advisory Services
Florida
$400K 5,150 +2,575 +100%
SAS
88
Sanford Advisory Services
Michigan
$395K 5,094 +5,094 New
BFS
89
Bard Financial Services
Connecticut
$365K 4,700 +4,700 New
CCA
90
Clearwater Capital Advisors
Illinois
$356K 4,590 +2,295 +100%
CAL
91
Capital Advisors Ltd
Ohio
$328K 4,224 +2,112 +100%
BAS
92
Brown Advisory Securities
Maryland
$326K 4,200 +2,100 +100%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$295K 3,805 +1,753 +85%
KTA
94
Keeley-Teton Advisors
Illinois
$282K 3,640 +1,820 +100%
SWP
95
Stratos Wealth Partners
Ohio
$273K 3,514 +1,591 +83%
CS
96
Comerica Securities
Michigan
$252K 3,249 +1,778 +121%
CB
97
Commerce Bank
Missouri
$248K 3,192 +1,596 +100%
5L
98
55I LLC
Massachusetts
$244K 3,148 +1,706 +118%
AMG
99
Advisors Management Group
Wisconsin
$240K 3,099 +3,099 New
MSAM
100
Moloney Securities Asset Management
Missouri
$239K 3,076 +3,076 New
2 3
4
5 6