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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$126M
2
B
2
Bensler
Washington
$16.6M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
4
TownSquare Capital
Utah
$7.18M
5
NG
5
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
2
Gimbal Financial
Indiana
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$2.37M
5
KWA
5
Kellett Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
101
HBW Advisory Services
California
$424K +$424K +4,821 New
MA
102
Mutual Advisors
Nebraska
$416K -$87.9K -964 -17%
CCA
103
Cottonwood Capital Advisors
Utah
$403K -$6.64K -75 -2%
KAS
104
Kestra Advisory Services
Texas
$401K +$9.32K +106 +2%
EWA
105
EP Wealth Advisors
California
$392K +$392K +4,461 New
SWP
106
Stratos Wealth Partners
Ohio
$385K -$99.7K -1,134 -21%
AWA
107
Arkadios Wealth Advisors
Georgia
$379K +$18.5K +211 +5%
MAS
108
Madden Advisory Services
Florida
$377K -$352 -4 -0.1%
CAL
109
Capital Advisors Ltd
Ohio
$371K – – –
JWCA
110
J.W. Cole Advisors
Florida
$367K -$32.3K -368 -8%
SPIA
111
Steward Partners Investment Advisory
New York
$362K – – –
GCP
112
GSA Capital Partners
United Kingdom
$360K +$360K +4,101 New
SF
113
Synovus Financial
Georgia
$354K -$14.6K -166 -4%
CBT
114
Central Bank & Trust
Kentucky
$347K +$347K +3,954 New
EAM
115
Empirical Asset Management
Massachusetts
$346K -$8.79K -100 -2%
CPSC
116
Carl P. Sherr & Co
Massachusetts
$328K – – –
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$322K -$7.32K -83 -2%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$306K +$306K +3,487 New
AF
119
Apexium Financial
Texas
$305K -$527 -6 -0.2%
SAM
120
Smartleaf Asset Management
Massachusetts
$303K +$45.3K +510 +18%
FFP
121
Forbes Financial Planning
Rhode Island
$299K +$44.8K +600 +18%
SF
122
Summit Financial
New Jersey
$290K +$76.7K +873 +36%
SS
123
Sunbelt Securities
Texas
$287K +$145K +1,650 +102%
Jane Street
124
Jane Street
New York
$284K +$284K +3,234 New
FMB
125
Field & Main Bank
Kentucky
$276K -$1.76K -20 -0.6%
3 4
5
6 7