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iShares US Utilities ETF
IDU

Overview Fund Activity

187 hedge funds and large institutions have $297M invested in iShares US Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
42
Reduced
63
Closed
19
Calls
$485K
Puts
–
Net Calls
+$485K
Net Calls Change
-$27K

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$7.01M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.35M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.24M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.08M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$738K
2
HNB
2
Huntington National Bank
Ohio
$2.35M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
Wells Fargo
4
Wells Fargo
California
$2.86M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$516K
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
101
55I LLC
Massachusetts
$244K -$6.85K -86 -3%
SCM
102
Schnieders Capital Management
California
$243K – – –
NAM
103
NTV Asset Management
West Virginia
$234K – – –
MSAM
104
Moloney Securities Asset Management
Missouri
$230K -$14.3K -180 -6%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$221K +$221K +2,784 New
BWA
106
BDO Wealth Advisors
Florida
$218K -$2.78K -35 -1%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$218K +$218K +2,735 New
MAFM
109
Mid Atlantic Financial Management
Pennsylvania
$218K +$218K +2,735 New
WTB
110
Washington Trust Bank
Washington
$215K – – –
HT
111
Heritage Trust
Oklahoma
$204K +$204K +2,558 New
GT
112
Glenview Trust
Kentucky
$203K -$7.93K -100 -4%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$175K +$15.9K +200 +10%
SFS
114
Sowell Financial Services
Arkansas
$162K -$54.9K -673 -25%
CWC
115
Carolinas Wealth Consulting
North Carolina
$143K +$1.03K +13 +0.7%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$143K +$4.05K +51 +3%
CTC
117
Central Trust Company
Missouri
$138K – – –
AAMA
118
Advanced Asset Management Advisors
Ohio
$128K – – –
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$121K -$52.9K -668 -30%
William Blair & Company
120
William Blair & Company
Illinois
$119K -$109K -1,360 -48%
US Bancorp
121
US Bancorp
Minnesota
$87K -$55.8K -700 -39%
SWA
122
SOA Wealth Advisors
New York
$86K – – –
EIP
123
Ellis Investment Partners
Pennsylvania
$84K +$21.8K +273 +35%
MCM
124
MV Capital Management
Maryland
$84K +$84K +1,062 New
HI
125
Harbour Investments
Wisconsin
$82K +$82K +1,025 New
3 4
5
6 7