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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
2
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$4M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
MWM
1
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
FTS
3
Fifth Third Securities
Ohio
$3.75M
4
FPCP
4
Fort Point Capital Partners
California
$3.09M
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
76
Garrison Point Advisors
California
$562K – – –
CCA
77
Cottonwood Capital Advisors
Utah
$553K -$95.1K -1,136 -15%
HNWAG
78
High Net Worth Advisory Group
Florida
$536K – – –
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$518K – – –
LNC
80
Lincoln National Corp
Pennsylvania
$505K -$31K -370 -6%
WMA
81
Wealth Management Associates
New Jersey
$495K +$6.95K +83 +1%
BW
82
Bison Wealth
Georgia
$493K +$19.1K +225 +4%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$490K -$24K -287 -5%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$487K -$2.61M -31,204 -84%
KAS
85
Kestra Advisory Services
Texas
$470K -$63.2K -755 -12%
MA
86
Mutual Advisors
Nebraska
$458K -$33.4K -399 -7%
FHC
87
First Heartland Consultants
Missouri
$454K +$2.09K +25 +0.5%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$450K -$71.7K -856 -14%
GWM
89
Geneos Wealth Management
Colorado
$447K -$55.5K -663 -11%
AWA
90
Arkadios Wealth Advisors
Georgia
$443K +$29K +346 +7%
FWIA
91
Fort Washington Investment Advisors
Ohio
$440K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$427K -$1.5M -17,919 -78%
BFS
93
Bard Financial Services
Connecticut
$393K – – –
FMB
94
Field & Main Bank
Kentucky
$366K -$24.7K -295 -6%
AWM
95
Axxcess Wealth Management
California
$366K +$366K +4,372 New
CAL
96
Capital Advisors Ltd
Ohio
$361K – – –
MAS
97
Madden Advisory Services
Florida
$352K -$5.86K -70 -2%
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$344K +$167 +2 +0%
SCM
99
Schnieders Capital Management
California
$326K – – –
B
100
Bensler
Washington
$320K +$1.76K +21 +0.6%
2 3
4
5 6