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iShares US Utilities ETF
IDU

Overview Fund Activity

185 hedge funds and large institutions have $452M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
60
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFS
1
Kelly Financial Services
Massachusetts
$173M
2
CWM
2
Connecticut Wealth Management
Connecticut
$2.23M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.92M
4
Bank of America
4
Bank of America
North Carolina
$17M
5
PCH
5
PGIM Custom Harvest
New Jersey
$2.69M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.56M
2
IMC Chicago
2
IMC Chicago
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$13.9M
4
MPPLM
4
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
5
BWA
5
Beam Wealth Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$464K 5,915 +3 +0.1%
FWIA
77
Fort Washington Investment Advisors
Ohio
$452K 5,760 – –
WI
78
WBI Investments
New Jersey
$449K 5,722 -2,815 -33%
BCM
79
Brookstone Capital Management
Illinois
$445K 5,574 +5,574 New
CPSC
80
Carl P. Sherr & Co
Massachusetts
$431K 5,490 -1,513 -22%
KPW
81
Kore Private Wealth
New York
$423K 5,393 +5,393 New
BW
82
Bison Wealth
Georgia
$412K 5,251 +101 +2%
AAS
83
Avantax Advisory Services
Texas
$412K 5,249 +451 +9%
SAS
84
Sanford Advisory Services
Michigan
$410K 5,225 +171 +3%
BFS
85
Bard Financial Services
Connecticut
$369K 4,700 – –
MAS
86
Madden Advisory Services
Florida
$365K 4,649 – –
JWCA
87
J.W. Cole Advisors
Florida
$359K 4,568 +3 +0.1%
CAL
88
Capital Advisors Ltd
Ohio
$332K 4,224 – –
WCG
89
Weaver Consulting Group
California
$331K 4,220 -352 -8%
BAS
90
Brown Advisory Securities
Maryland
$330K 4,200 – –
JIP
91
Jaffetilchin Investment Partners
Florida
$317K 4,042 – –
CCA
92
Clearwater Capital Advisors
Illinois
$301K 3,840 – –
WA
93
Wealthstar Advisors
Texas
$289K 3,656 +3,656 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$283K 3,609 -157 -4%
SWP
95
Stratos Wealth Partners
Ohio
$273K 3,480 +29 +0.8%
TP
96
Tranquility Partners
Tennessee
$270K 3,445 -3,015 -47%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$259K 3,299 +93 +3%
CAN
98
Cetera Advisor Networks
California
$255K 3,247 +3,247 New
MC
99
Moors & Cabot
Massachusetts
$251K 3,198 +3,198 New
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
$248K 3,158 +423 +15%
2 3
4
5 6