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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$126M
2
B
2
Bensler
Washington
$16.6M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
4
TownSquare Capital
Utah
$7.18M
5
NG
5
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
2
Gimbal Financial
Indiana
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$2.37M
5
KWA
5
Kellett Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$673K -$353K -4,020 -34%
JSSH
77
J. Safra Sarasin Holding
$667K +$667K +7,594 New
AC
78
Allstate Corporation
Illinois
$642K +$642K +7,300 New
Stifel Financial
79
Stifel Financial
Missouri
$614K +$271K +3,085 +79%
GPA
80
Garrison Point Advisors
California
$614K +$24.2K +275 +4%
IBOK
81
Independence Bank of Kentucky
Kentucky
$599K -$11K -125 -2%
SCM
82
Saxony Capital Management
Missouri
$566K +$566K +6,435 New
HNWAG
83
High Net Worth Advisory Group
Florida
$562K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$530K +$317K +3,608 +149%
FTUS
85
Flow Traders U.S.
New York
$524K +$524K +5,961 New
GKWIM
86
Gerber Kawasaki Wealth & Investment Management
California
$517K +$83.8K +953 +19%
WMA
87
Wealth Management Associates
New Jersey
$515K – – –
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$504K – – –
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$494K -$78.4K -892 -14%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$489K – – –
SPC
91
Sigma Planning Corp
Michigan
$486K -$45.7K -520 -9%
LWM
92
Laidlaw Wealth Management
New York
$480K – – –
EH
93
Equitable Holdings
New York
$470K +$111K +1,259 +31%
GWM
94
Geneos Wealth Management
Colorado
$470K +$8.79K +100 +2%
SCM
95
Schnieders Capital Management
California
$457K – – –
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$452K -$1.41K -16 -0.3%
OC
97
Oppenheimer & Co
New York
$443K +$23.9K +272 +6%
BW
98
Bison Wealth
Georgia
$432K – – –
FWIA
99
Fort Washington Investment Advisors
Ohio
$431K – – –
EAM
100
Evanson Asset Management
California
$429K – – –
2 3
4
5 6