IDU icon

iShares US Utilities ETF

190 hedge funds and large institutions have $371M invested in iShares US Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 35 closing their positions.

Holders
190
Holders Change
-5
Holders Change %
-2.56%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
55
Reduced
45
Closed
35
Calls
$318K
Puts
Net Calls
+$318K
Net Calls Change
-$314K
Name Market Value Shares Shares
Change
Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$268K 1,943 -449 -19%
MSAM
102
Moloney Securities Asset Management
Missouri
$262K 1,898 +72 +4%
CAM
103
Concorde Asset Management
Michigan
$258K 1,865 +1,865 New
KTA
104
Keeley-Teton Advisors
Illinois
$251K 1,820 -200 -10%
M&T Bank
105
M&T Bank
New York
$248K 1,790 +1,790 New
BWA
106
BDO Wealth Advisors
Florida
$245K 1,775 +65 +4%
AWM
107
Altium Wealth Management
New York
$244K 1,769 -499 -22%
JWCA
108
J.W. Cole Advisors
Florida
$240K 1,740 -560 -24%
NAM
109
NTV Asset Management
West Virginia
$238K 1,720
CG
110
Cutler Group
California
$234K 1,700 +600 +55%
RFM
111
Royal Fund Management
Florida
$226K 1,637 +1,637 New
CB
112
Commerce Bank
Missouri
$221K 1,596
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$218K 2,780
SCM
114
Schnieders Capital Management
California
$218K 1,575
CA
115
Calton & Associates
Florida
$217K 1,574 +1,574 New
William Blair & Company
116
William Blair & Company
Illinois
$197K 1,425 +450 +46%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$189K 1,373 -285 -17%
Citigroup
118
Citigroup
New York
$187K 1,351 +809 +149%
CFA
119
Carroll Financial Associates
North Carolina
$182K 1,324 +1,299 +5,196%
SFS
120
Sowell Financial Services
Arkansas
$175K 1,266 -45 -3%
CWC
121
Carolinas Wealth Consulting
North Carolina
$172K 1,247 +450 +56%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$162K 1,214 +797 +191%
US Bancorp
123
US Bancorp
Minnesota
$138K 996 -100 -9%
CFGS
124
Concourse Financial Group Securities
Alabama
$137K 989 +496 +101%
FANJ
125
Financial Architects (New Jersey)
New Jersey
$134K 972 -35 -3%