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iShares US Utilities ETF
IDU

Overview Fund Activity

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.1M
2
PCH
2
PGIM Custom Harvest
New Jersey
$36.8M
3
Bank of America
3
Bank of America
North Carolina
$39.6M
4
CW
4
Connectus Wealth
Ohio
$2.87M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.81M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.98M
2
SIS
2
Strategic Investment Solutions
Illinois
$60.1K
3
JIC
3
Johnson Investment Counsel
Ohio
$1.41M
4
RJA
4
Raymond James & Associates
Florida
$2.3M
5
TC
5
TAP Consulting
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSC
101
Carl P. Sherr & Co
Massachusetts
$299K +$5.36K +67 +2%
NSIM
102
North Star Investment Management
Illinois
$292K -$167K -2,086 -36%
FMB
103
Field & Main Bank
Kentucky
$285K -$15.2K -190 -5%
GBWM
104
Granite Bay Wealth Management
New Hampshire
$279K -$1.32M -18,200 -83%
AF
105
Apexium Financial
Texas
$279K -$9.99K -125 -3%
SPC
106
Sigma Planning Corp
Michigan
$277K -$405K -5,064 -59%
FFP
107
Forbes Financial Planning
Rhode Island
$272K +$22.7K +284 +9%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$259K +$259K +3,244 New
ASN
109
Advisory Services Network
Georgia
$242K -$610K -7,630 -72%
WCG
110
Weaver Consulting Group
California
$240K -$9.99K -125 -4%
PCIA
111
Prime Capital Investment Advisors
Kansas
$240K +$240K +3,001 New
FFN
112
Focus Financial Network
Minnesota
$230K +$1.84K +23 +0.8%
TWP
113
Tyche Wealth Partners
Texas
$229K +$229K +2,859 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228K +$55.8K +700 +32%
KTA
115
Keeley-Teton Advisors
Illinois
$222K – – –
MFIM
116
Mesirow Financial Investment Management
Illinois
$222K +$222K +2,774 New
MC
117
Moors & Cabot
Massachusetts
$219K +$219K +2,744 New
NAM
118
NTV Asset Management
West Virginia
$219K -$16K -200 -7%
WANY
119
Wealthspire Advisors (New York)
New York
$217K +$217K +2,718 New
BRWA
120
B. Riley Wealth Advisors
Florida
$214K -$83.6K -1,046 -28%
GSIAS
121
Garden State Investment Advisory Services
New Jersey
$212K -$41K -513 -16%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$211K +$211K +2,639 New
HT
123
Heritage Trust
Oklahoma
$204K +$204K +2,558 New
WTB
124
Washington Trust Bank
Washington
$203K +$203K +2,541 New
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$202K +$202K +2,533 New
3 4
5
6 7