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iShares US Utilities ETF
IDU

Overview Fund Activity

183 hedge funds and large institutions have $311M invested in iShares US Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
68
Closed
25
Calls
$5.59M
Puts
–
Net Calls
+$5.59M
Net Calls Change
+$5.28M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.31M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.24M
3
SPC
3
Sigma Planning Corp
Michigan
$3.85M
4
UBS Group
4
UBS Group
Switzerland
$8.88M
5
DWM
5
Destination Wealth Management
California
$42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.2M
2
Wells Fargo
2
Wells Fargo
California
$8.24M
3
SFI
3
SPC Financial Inc
Maryland
$0
4
Bank of America
4
Bank of America
North Carolina
$25.7M
5
CCT
5
Country Club Trust
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
101
Cutler Group
California
$238K – – –
CAM
102
Concorde Asset Management
Michigan
$237K -$24.1K -344 -9%
5L
103
55I LLC
Massachusetts
$235K -$37.2K -530 -14%
CB
104
Commerce Bank
Missouri
$224K – – –
BWA
105
BDO Wealth Advisors
Florida
$223K -$25.5K -364 -10%
SCM
106
Schnieders Capital Management
California
$221K – – –
NAM
107
NTV Asset Management
West Virginia
$220K -$21K -300 -9%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
MG
109
Mather Group
Illinois
$217K +$217K +3,090 New
CIBC World Market
110
CIBC World Market
Ontario, Canada
$214K +$214K +3,054 New
CS
111
Comerica Securities
Michigan
$203K +$203K +2,900 New
William Blair & Company
112
William Blair & Company
Illinois
$200K – – –
CWC
113
Carolinas Wealth Consulting
North Carolina
$176K +$1.26K +18 +0.7%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$149K +$60.7K +864 +69%
SFS
115
Sowell Financial Services
Arkansas
$143K -$34K -486 -19%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$143K +$22K +308 +18%
CFGS
117
Concourse Financial Group Securities
Alabama
$141K +$1.97K +28 +1%
US Bancorp
118
US Bancorp
Minnesota
$140K – – –
CAN
119
Cetera Advisor Networks
California
$140K +$140K +1,996 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$136K -$56.3K -804 -29%
IA
121
IFP Advisors
Florida
$123K -$2.16M -31,732 -95%
CTC
122
Central Trust Company
Missouri
$122K – – –
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$119K -$50.8K -726 -30%
AAMA
124
Advanced Asset Management Advisors
Ohio
$113K – – –
AF
125
Advisornet Financial
Minnesota
$98K -$19.9K -284 -17%
3 4
5
6 7