IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$276K +$77.6K +1,046 +39%
FMB
102
Field & Main Bank
Kentucky
$267K -$33.8K -400 -11%
WANY
103
Wealthspire Advisors (New York)
New York
$264K +$34.2K +405 +15%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K +$22.4K +265 +9%
WCG
105
Weaver Consulting Group
California
$254K – – –
PCIA
106
Prime Capital Investment Advisors
Kansas
$254K – – –
VCM
107
Virtue Capital Management
Tennessee
$249K -$78.5K -942 -24%
MC
108
Moors & Cabot
Massachusetts
$246K +$14.4K +170 +6%
SAM
109
Smartleaf Asset Management
Massachusetts
$244K +$244K +2,909 New
FHC
110
First Heartland Consultants
Missouri
$242K -$107K -1,270 -31%
TWP
111
Tyche Wealth Partners
Texas
$242K – – –
FFN
112
Focus Financial Network
Minnesota
$239K +$496 +6 +0.2%
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$236K +$21.9K +259 +10%
KTA
114
Keeley-Teton Advisors
Illinois
$235K – – –
NAM
115
NTV Asset Management
West Virginia
$232K – – –
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$226K +$14.1K +167 +7%
NSIM
117
North Star Investment Management
Illinois
$225K -$84.5K -1,000 -27%
USCWA
118
U.S. Capital Wealth Advisors
Texas
$223K – – –
HT
119
Heritage Trust
Oklahoma
$216K – – –
KWM
120
Keating Wealth Management
Colorado
$211K +$211K +2,500 New
WTB
121
Washington Trust Bank
Washington
$208K -$6.34K -75 -3%
SF
122
Summit Financial
New Jersey
$205K +$205K +2,431 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$205K +$36.3K +430 +22%
Brown Advisory
124
Brown Advisory
Maryland
$203K +$203K +2,400 New
TRCT
125
Tower Research Capital (TRC)
New York
$197K +$123K +1,459 +167%
3 4
5
6 7