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iShares US Utilities ETF
IDU

Overview Fund Activity

223 hedge funds and large institutions have $424M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
223
Holders Change
+14
Holders Change %
+6.7%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$42.7M
2
TC
2
TAP Consulting
Missouri
$5.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FTS
4
Fifth Third Securities
Ohio
$3.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.76M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$55M
2
HNB
2
Huntington National Bank
Ohio
$2.39M
3
BCM
3
Brookstone Capital Management
Illinois
$3.65M
4
KAS
4
Kestra Advisory Services
Texas
$562K
5
SLWA
5
San Luis Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$617K 7,205 +146 +2%
EH
77
Equitable Holdings
New York
$609K 7,112 -551 -7%
MA
78
Mutual Advisors
Nebraska
$600K 7,013 +108 +2%
DADC
79
D.A. Davidson & Co
Montana
$593K 6,929 -43 -0.6%
NF
80
Nikulski Financial
Iowa
$593K 6,929 +6,929 New
IBOK
81
Independence Bank of Kentucky
Kentucky
$587K 6,859 -655 -9%
PPW
82
Pinnacle Private Wealth
Massachusetts
$584K 6,828 -244 -3%
GWM
83
Geneos Wealth Management
Colorado
$584K 6,657 – –
GPA
84
Garrison Point Advisors
California
$574K 6,701 -160 -2%
TRCT
85
Tower Research Capital (TRC)
New York
$566K 6,622 +6,066 +1,091%
KAS
86
Kestra Advisory Services
Texas
$562K 6,563 -14,297 -69%
MCM
87
Murphy Capital Management
New Jersey
$536K 6,266 – –
SAS
88
Sanford Advisory Services
Michigan
$521K 6,084 +406 +7%
FHC
89
First Heartland Consultants
Missouri
$489K 5,714 +2 +0%
AWA
90
Arkadios Wealth Advisors
Georgia
$483K 5,646 +2,546 +82%
Allspring Global Investments
91
Allspring Global Investments
North Carolina
$479K 5,600 – –
WMA
92
Wealth Management Associates
New Jersey
$474K 5,533 +266 +5%
FMB
93
Field & Main Bank
Kentucky
$463K 5,405 -75 -1%
FWIA
94
Fort Washington Investment Advisors
Ohio
$450K 5,260 -100 -2%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$441K 5,156 +473 +10%
BW
96
Bison Wealth
Georgia
$430K 5,023 -64 -1%
JWCA
97
J.W. Cole Advisors
Florida
$418K 4,884 -37 -0.8%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$416K 4,864 +365 +8%
IP
99
Intellectus Partners
California
$410K 4,788 -487 -9%
BFS
100
Bard Financial Services
Connecticut
$402K 4,700 – –
2 3
4
5 6