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iShares US Utilities ETF
IDU

Overview Fund Activity

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.1M
2
PCH
2
PGIM Custom Harvest
New Jersey
$36.8M
3
Bank of America
3
Bank of America
North Carolina
$39.6M
4
CW
4
Connectus Wealth
Ohio
$2.87M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.81M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.98M
2
SIS
2
Strategic Investment Solutions
Illinois
$60.1K
3
JIC
3
Johnson Investment Counsel
Ohio
$1.41M
4
RJA
4
Raymond James & Associates
Florida
$2.3M
5
TC
5
TAP Consulting
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$429K -$80 -1 -0%
GWM
77
Geneos Wealth Management
Colorado
$419K -$7.99K -100 -2%
BW
78
Bison Wealth
Georgia
$419K -$44.1K -552 -10%
GCP
79
GSA Capital Partners
United Kingdom
$417K +$417K +5,212 New
SCM
80
Schnieders Capital Management
California
$416K +$104K +1,300 +33%
CCA
81
Cottonwood Capital Advisors
Utah
$413K -$60.4K -756 -13%
MA
82
Mutual Advisors
Nebraska
$411K -$26.2K -328 -6%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$408K +$7.19K +90 +2%
Renaissance Technologies
84
Renaissance Technologies
New York
$400K +$400K +5,000 New
FWIA
85
Fort Washington Investment Advisors
Ohio
$392K – – –
EAM
86
Evanson Asset Management
California
$390K -$379K -4,745 -49%
SPIA
87
Steward Partners Investment Advisory
New York
$381K -$49.2K -615 -11%
KAS
88
Kestra Advisory Services
Texas
$366K -$15.2K -190 -4%
AWA
89
Arkadios Wealth Advisors
Georgia
$363K -$50.5K -632 -12%
MAS
90
Madden Advisory Services
Florida
$356K +$7.99K +100 +2%
Stifel Financial
91
Stifel Financial
Missouri
$350K -$1.11M -13,830 -76%
GKWIM
92
Gerber Kawasaki Wealth & Investment Management
California
$345K +$345K +4,321 New
CAL
93
Capital Advisors Ltd
Ohio
$345K – – –
PMAM
94
Picton Mahoney Asset Management
Ontario, Canada
$343K +$193K +2,420 +129%
SF
95
Synovus Financial
Georgia
$337K +$337K +4,213 New
FHC
96
First Heartland Consultants
Missouri
$331K -$156K -1,948 -32%
EH
97
Equitable Holdings
New York
$330K -$65.6K -821 -17%
VCM
98
Virtue Capital Management
Tennessee
$318K -$88.7K -1,098 -22%
B
99
Bensler
Washington
$312K +$4.56K +57 +1%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$302K +$2K +25 +0.7%
2 3
4
5 6