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iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$41.4M
2
Bank of America
2
Bank of America
North Carolina
$37.2M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$5.51M
4
BCM
4
Brookstone Capital Management
Illinois
$6.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
HNB
2
Huntington National Bank
Ohio
$2.65M
3
FTS
3
Fifth Third Securities
Ohio
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$519K -$6.36K -70 -1%
SAS
77
Sanford Advisory Services
Michigan
$517K +$12.4K +136 +2%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$509K – – –
FMB
79
Field & Main Bank
Kentucky
$499K -$5.46K -60 -1%
FWIA
80
Fort Washington Investment Advisors
Ohio
$488K -$27.3K -300 -5%
IP
81
Intellectus Partners
California
$480K -$199K -2,183 -29%
WMA
82
Wealth Management Associates
New Jersey
$479K +$53.1K +584 +12%
Marshall Wace
83
Marshall Wace
United Kingdom
$476K +$476K +5,233 New
BW
84
Bison Wealth
Georgia
$463K -$16.7K -183 -3%
JWCA
85
J.W. Cole Advisors
Florida
$448K -$3K -33 -0.7%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$437K +$65.3K +717 +18%
BFS
87
Bard Financial Services
Connecticut
$428K – – –
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$426K +$18.6K +204 +5%
MAS
89
Madden Advisory Services
Florida
$414K – – –
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$409K +$409K +4,499 New
CAL
91
Capital Advisors Ltd
Ohio
$384K – – –
WCG
92
Weaver Consulting Group
California
$370K – – –
SWP
93
Stratos Wealth Partners
Ohio
$362K -$29.6K -325 -8%
PFS
94
Prospera Financial Services
Texas
$354K +$182 +2 +0.1%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$340K +$299K +3,284 +725%
B
96
Bensler
Washington
$340K +$340K +3,733 New
CCA
97
Clearwater Capital Advisors
Illinois
$337K – – –
CPSC
98
Carl P. Sherr & Co
Massachusetts
$334K – – –
JIP
99
Jaffetilchin Investment Partners
Florida
$329K -$1.98K -23 -0.6%
FFP
100
Forbes Financial Planning
Rhode Island
$314K +$2.46K +27 +0.8%
2 3
4
5 6