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iShares US Utilities ETF
IDU

Overview Fund Activity

214 hedge funds and large institutions have $371M invested in iShares US Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
55
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIC
1
Johnson Investment Counsel
Ohio
$3.62M
2
Jane Street
2
Jane Street
New York
$3.28M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.06M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$34.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.89M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.8M
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
76
Cottonwood Capital Advisors
Utah
$492K -$48.1K -589 -9%
NSIM
77
North Star Investment Management
Illinois
$485K -$106K -1,294 -18%
WMA
78
Wealth Management Associates
New Jersey
$478K -$4.91K -60 -1%
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$476K -$4.01K -49 -0.8%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$476K -$2.29K -28 -0.5%
BW
81
Bison Wealth
Georgia
$474K -$1.14K -14 -0.2%
EH
82
Equitable Holdings
New York
$455K -$109K -1,334 -19%
JWCA
83
J.W. Cole Advisors
Florida
$451K -$326K -3,987 -42%
MA
84
Mutual Advisors
Nebraska
$446K -$1.31K -16 -0.3%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$440K +$15.3K +184 +4%
GWM
86
Geneos Wealth Management
Colorado
$437K – – –
AWA
87
Arkadios Wealth Advisors
Georgia
$433K +$1.06K +13 +0.2%
FWIA
88
Fort Washington Investment Advisors
Ohio
$430K – – –
BCM
89
Brookstone Capital Management
Illinois
$427K -$246K -3,020 -37%
VCM
90
Virtue Capital Management
Tennessee
$418K -$190K -2,287 -31%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$415K +$189K +2,306 +83%
BFS
92
Bard Financial Services
Connecticut
$384K – – –
LNC
93
Lincoln National Corp
Pennsylvania
$373K -$121K -1,481 -25%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$359K -$80K -978 -18%
CAL
95
Capital Advisors Ltd
Ohio
$353K – – –
FMB
96
Field & Main Bank
Kentucky
$348K -$9.81K -120 -3%
KAS
97
Kestra Advisory Services
Texas
$344K -$115K -1,402 -25%
MAS
98
Madden Advisory Services
Florida
$344K – – –
FHC
99
First Heartland Consultants
Missouri
$343K -$101K -1,237 -23%
OCPWS
100
One Charles Private Wealth Services
Massachusetts
$339K +$34.1K +417 +11%
2 3
4
5 6