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iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$41.4M
2
Bank of America
2
Bank of America
North Carolina
$37.2M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$5.51M
4
BCM
4
Brookstone Capital Management
Illinois
$6.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
HNB
2
Huntington National Bank
Ohio
$2.65M
3
FTS
3
Fifth Third Securities
Ohio
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Alterna Wealth Management
Texas
$300K -$23.1K -254 -7%
MC
102
Moors & Cabot
Massachusetts
$295K – – –
KM
103
Kalos Management
Georgia
$292K +$292K +3,233 New
AWA
104
Arkadios Wealth Advisors
Georgia
$282K +$282K +3,100 New
Citadel Advisors
105
Citadel Advisors
Florida
$278K -$306K -3,357 -52%
KTA
106
Keeley-Teton Advisors
Illinois
$278K -$31.9K -350 -10%
M&T Bank
107
M&T Bank
New York
$273K +$45.5K +500 +20%
NAM
108
NTV Asset Management
West Virginia
$268K – – –
BWA
109
BDO Wealth Advisors
Florida
$266K – – –
SCM
110
Schnieders Capital Management
California
$264K -$13.7K -150 -5%
HNWAG
111
High Net Worth Advisory Group
Florida
$264K – – –
CB
112
Commerce Bank
Missouri
$261K – – –
FFN
113
Focus Financial Network
Minnesota
$260K +$260K +2,858 New
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$252K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$252K +$20.8K +229 +9%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$249K +$3.18K +35 +1%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$248K – – –
SS
118
Sunbelt Securities
Texas
$241K -$6.19K -68 -3%
ASN
119
Advisory Services Network
Georgia
$241K +$3.09K +34 +1%
WTB
120
Washington Trust Bank
Washington
$235K – – –
HT
121
Heritage Trust
Oklahoma
$233K – – –
WANY
122
Wealthspire Advisors (New York)
New York
$225K +$225K +2,471 New
FIM
123
Fernwood Investment Management
Massachusetts
$222K – – –
PIMG
124
Patriot Investment Management Group
Tennessee
$220K – – –
Brown Advisory
125
Brown Advisory
Maryland
$218K +$218K +2,400 New
3 4
5
6 7