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iShares US Utilities ETF
IDU

Overview Fund Activity

201 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 28 closing their positions.

Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$4.65M
2
SIS
2
Strategic Investment Solutions
Illinois
$3.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.37M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$1.77M
5
RJA
5
Raymond James & Associates
Florida
$4.75M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.41M
2
Ameriprise
2
Ameriprise
Minnesota
$1.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.03M
4
SLWA
4
San Luis Wealth Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$423K 5,744 -184 -3%
VCM
77
Virtue Capital Management
Tennessee
$418K 5,029 – –
SWP
78
Stratos Wealth Partners
Ohio
$405K 5,501 +2,403 +78%
MA
79
Mutual Advisors
Nebraska
$402K 5,469 +19 +0.3%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$396K 5,382 -1,437 -21%
SPIA
81
Steward Partners Investment Advisory
New York
$396K 5,380 -1,452 -21%
OC
82
Oppenheimer & Co
New York
$395K 5,364 -3,082 -36%
GWM
83
Geneos Wealth Management
Colorado
$393K 5,344 – –
WA
84
Win Advisors
Florida
$392K 5,327 +5,327 New
JWCA
85
J.W. Cole Advisors
Florida
$391K 5,311 -209 -4%
AWA
86
Arkadios Wealth Advisors
Georgia
$380K 5,168 -131 -2%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$370K 5,027 +2,523 +101%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$369K 5,009 -62 -1%
CCM
89
Callodine Capital Management
Massachusetts
$368K 5,000 +5,000 New
EH
90
Equitable Holdings
New York
$364K 4,952 -615 -11%
FWIA
91
Fort Washington Investment Advisors
Ohio
$361K 4,900 -360 -7%
KAS
92
Kestra Advisory Services
Texas
$351K 4,767 +555 +13%
GLA
93
Good Life Advisors
Pennsylvania
$321K 4,368 -3,113 -42%
MAS
94
Madden Advisory Services
Florida
$321K 4,357 +153 +4%
CAL
95
Capital Advisors Ltd
Ohio
$317K 4,312 – –
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$316K 4,295 -97 -2%
LNC
97
Lincoln National Corp
Pennsylvania
$287K 3,907 -651 -14%
SCM
98
Schnieders Capital Management
California
$287K 3,900 – –
JIP
99
Jaffetilchin Investment Partners
Florida
$284K 3,855 +100 +3%
B
100
Bensler
Washington
$283K 3,840 – –
2 3
4
5 6