IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
76
Laidlaw Wealth Management
New York
$462K -$245K -2,895 -35%
GWM
77
Geneos Wealth Management
Colorado
$443K – – –
SCM
78
Schnieders Capital Management
California
$440K – – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$436K +$5.07K +60 +1%
BW
80
Bison Wealth
Georgia
$432K -$10.8K -128 -2%
GKWIM
81
Gerber Kawasaki Wealth & Investment Management
California
$417K +$51.3K +607 +14%
FWIA
82
Fort Washington Investment Advisors
Ohio
$414K – – –
EAM
83
Evanson Asset Management
California
$412K – – –
OC
84
Oppenheimer & Co
New York
$403K -$50.1K -593 -11%
JWCA
85
J.W. Cole Advisors
Florida
$384K -$83.1K -983 -18%
CCA
86
Cottonwood Capital Advisors
Utah
$379K -$44.5K -543 -11%
KAS
87
Kestra Advisory Services
Texas
$377K -$9.8K -116 -3%
MAS
88
Madden Advisory Services
Florida
$363K -$13.7K -162 -4%
ES
89
Eagle Strategies
New York
$359K +$359K +4,252 New
CAL
90
Capital Advisors Ltd
Ohio
$357K -$7.44K -88 -2%
SF
91
Synovus Financial
Georgia
$355K -$1.61K -19 -0.5%
SPIA
92
Steward Partners Investment Advisory
New York
$348K -$54.3K -643 -13%
AWA
93
Arkadios Wealth Advisors
Georgia
$347K -$36.3K -430 -9%
EH
94
Equitable Holdings
New York
$346K -$3.13K -37 -0.9%
EAM
95
Empirical Asset Management
Massachusetts
$341K +$341K +4,039 New
Stifel Financial
96
Stifel Financial
Missouri
$330K -$40K -473 -11%
CPSC
97
Carl P. Sherr & Co
Massachusetts
$316K – – –
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$314K -$4.21K -50 -1%
AF
99
Apexium Financial
Texas
$294K -$676 -8 -0.2%
FFP
100
Forbes Financial Planning
Rhode Island
$287K – – –
2 3
4
5 6