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iShares US Utilities ETF
IDU

Overview Fund Activity

221 hedge funds and large institutions have $388M invested in iShares US Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
65
Reduced
59
Closed
23
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
+$215K

Top Buyers

1
MWM
1
MinichMacGregor Wealth Management
New York
$7.26M
2
Bank of America
2
Bank of America
North Carolina
$46.2M
3
Wells Fargo
3
Wells Fargo
California
$11.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$38.4M
5
SFI
5
SPC Financial Inc
Maryland
$2.6M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.11M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$512K
4
Jane Street
4
Jane Street
New York
$0
5
TC
5
TAP Consulting
Missouri
$3.09M
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$585K 7,211 +6 +0.1%
IBOK
77
Independence Bank of Kentucky
Kentucky
$567K 6,989 +130 +2%
EH
78
Equitable Holdings
New York
$566K 6,972 -140 -2%
DADC
79
D.A. Davidson & Co
Montana
$562K 6,929 – –
NF
80
Nikulski Financial
Iowa
$561K 6,910 -19 -0.3%
GPA
81
Garrison Point Advisors
California
$544K 6,711 +10 +0.1%
MA
82
Mutual Advisors
Nebraska
$543K 6,688 -325 -5%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$512K 6,309 -37,562 -86%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$497K 6,131 +975 +19%
SAS
85
Sanford Advisory Services
Michigan
$495K 6,097 +13 +0.2%
GWM
86
Geneos Wealth Management
Colorado
$487K 6,007 -650 -10%
SCM
87
Schnieders Capital Management
California
$479K 5,900 +3,000 +103%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$476K 5,871 +5,871 New
WMA
89
Wealth Management Associates
New Jersey
$458K 5,641 +108 +2%
BW
90
Bison Wealth
Georgia
$452K 5,573 +550 +11%
FWIA
91
Fort Washington Investment Advisors
Ohio
$427K 5,260 – –
AWA
92
Arkadios Wealth Advisors
Georgia
$417K 5,138 -508 -9%
JWCA
93
J.W. Cole Advisors
Florida
$417K 5,137 +253 +5%
FMB
94
Field & Main Bank
Kentucky
$410K 5,055 -350 -6%
BFS
95
Bard Financial Services
Connecticut
$381K 4,700 – –
CAN
96
Claraphi Advisory Network
United States
$379K 4,666 +4,666 New
MAS
97
Madden Advisory Services
Florida
$369K 4,544 – –
HNWAG
98
High Net Worth Advisory Group
Florida
$357K 4,400 – –
CAL
99
Capital Advisors Ltd
Ohio
$350K 4,312 – –
AWM
100
AE Wealth Management
Kansas
$326K 4,022 -260 -6%
2 3
4
5 6