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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
FPCP
2
Fort Point Capital Partners
California
$6.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$12M
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$639K +$692 +8 +0.1%
NSIM
77
North Star Investment Management
Illinois
$625K +$519 +6 +0.1%
IBOK
78
Independence Bank of Kentucky
Kentucky
$623K +$17.8K +205 +3%
DADC
79
D.A. Davidson & Co
Montana
$600K – – –
GPA
80
Garrison Point Advisors
California
$581K – – –
EH
81
Equitable Holdings
New York
$569K -$34.8K -402 -6%
LNC
82
Lincoln National Corp
Pennsylvania
$555K -$116K -1,336 -17%
HNWAG
83
High Net Worth Advisory Group
Florida
$554K +$173K +2,000 +45%
KAS
84
Kestra Advisory Services
Texas
$551K -$172K -1,988 -24%
SAS
85
Sanford Advisory Services
Michigan
$539K +$11.3K +131 +2%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$539K +$8.22K +95 +2%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$531K -$1.62M -18,726 -75%
GWM
88
Geneos Wealth Management
Colorado
$520K – – –
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$508K – – –
MA
90
Mutual Advisors
Nebraska
$508K -$71.2K -823 -12%
WMA
91
Wealth Management Associates
New Jersey
$504K +$16.3K +188 +3%
BW
92
Bison Wealth
Georgia
$471K +$843 +10 +0.2%
BAAM
93
Baker Avenue Asset Management
California
$469K +$469K +5,422 New
FHC
94
First Heartland Consultants
Missouri
$468K -$952K -10,997 -67%
KNW
95
Kesler Norman & Wride
Utah
$464K -$3.04M -35,113 -87%
FWIA
96
Fort Washington Investment Advisors
Ohio
$455K – – –
CW
97
Connectus Wealth
Ohio
$433K +$433K +4,986 New
JWCA
98
J.W. Cole Advisors
Florida
$428K -$16.5K -191 -4%
AWA
99
Arkadios Wealth Advisors
Georgia
$428K -$17.1K -198 -4%
BFS
100
Bard Financial Services
Connecticut
$407K – – –
2 3
4
5 6