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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
FPCP
2
Fort Point Capital Partners
California
$6.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$12M
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
101
Field & Main Bank
Kentucky
$404K -$33.3K -385 -8%
SF
102
Synovus Financial
Georgia
$376K +$376K +4,341 New
CAL
103
Capital Advisors Ltd
Ohio
$373K – – –
MAS
104
Madden Advisory Services
Florida
$370K -$23.4K -270 -6%
GSIAS
105
Garden State Investment Advisory Services
New Jersey
$356K +$356K +4,109 New
SCM
106
Schnieders Capital Management
California
$338K -$173K -2,000 -34%
B
107
Bensler
Washington
$329K +$1.99K +23 +0.6%
JIP
108
Jaffetilchin Investment Partners
Florida
$327K -$2.25K -26 -0.7%
AF
109
Apexium Financial
Texas
$326K -$8.22K -95 -2%
RZH
110
Relyea Zuckerberg Hanson
Connecticut
$325K +$325K +3,755 New
Mariner
111
Mariner
Kansas
$322K +$259 +3 +0.1%
CCA
112
Clearwater Capital Advisors
Illinois
$320K – – –
CPSC
113
Carl P. Sherr & Co
Massachusetts
$318K – – –
BRWA
114
B. Riley Wealth Advisors
Florida
$314K +$14.3K +165 +5%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$310K +$36.7K +424 +13%
WCG
116
Weaver Consulting Group
California
$303K +$10.8K +125 +4%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$303K +$163K +1,889 +117%
AWM
118
AE Wealth Management
Kansas
$303K -$45.1K -521 -13%
MC
119
Moors & Cabot
Massachusetts
$273K -$19.2K -222 -7%
KM
120
Kalos Management
Georgia
$270K -$21.1K -244 -7%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$267K -$26.7K -308 -9%
M&T Bank
122
M&T Bank
New York
$260K – – –
FFP
123
Forbes Financial Planning
Rhode Island
$259K – – –
CA
124
Cetera Advisors
Colorado
$258K -$50.3K -581 -16%
NAM
125
NTV Asset Management
West Virginia
$254K – – –
3 4
5
6 7