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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
2
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$4M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
MWM
1
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
FTS
3
Fifth Third Securities
Ohio
$3.75M
4
FPCP
4
Fort Point Capital Partners
California
$3.09M
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
101
Jaffetilchin Investment Partners
Florida
$315K -$1.17K -14 -0.4%
IAIM
102
Industrial Alliance Investment Management
Quebec, Canada
$312K +$235K +2,813 +307%
OCPWS
103
One Charles Private Wealth Services
Massachusetts
$312K +$312K +3,724 New
CCA
104
Clearwater Capital Advisors
Illinois
$310K – – –
BRWA
105
B. Riley Wealth Advisors
Florida
$308K +$3.77K +45 +1%
CPSC
106
Carl P. Sherr & Co
Massachusetts
$307K – – –
WCG
107
Weaver Consulting Group
California
$304K +$10.5K +125 +4%
AWM
108
AE Wealth Management
Kansas
$304K +$10.9K +130 +4%
AF
109
Apexium Financial
Texas
$303K -$12.9K -154 -4%
FFP
110
Forbes Financial Planning
Rhode Island
$265K -$2.51K -30 -0.9%
Mariner
111
Mariner
Kansas
$253K -$59.3K -707 -19%
M&T Bank
112
M&T Bank
New York
$251K – – –
NAM
113
NTV Asset Management
West Virginia
$246K – – –
BWA
114
BDO Wealth Advisors
Florida
$245K -$84 -1 -0%
SF
115
Synovus Financial
Georgia
$245K -$119K -1,418 -33%
FFN
116
Focus Financial Network
Minnesota
$242K +$753 +9 +0.3%
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$238K +$238K +2,839 New
KTA
118
Keeley-Teton Advisors
Illinois
$232K – – –
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$231K -$26.8K -320 -10%
CB
120
Commerce Bank
Missouri
$226K +$2.93K +35 +1%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$226K -$3.01K -36 -1%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$221K – – –
WTB
123
Washington Trust Bank
Washington
$216K – – –
HT
124
Heritage Trust
Oklahoma
$214K – – –
CA
125
Cetera Advisors
Colorado
$211K -$37.8K -452 -15%
3 4
5
6 7