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iShares US Utilities ETF
IDU

Overview Fund Activity

255 hedge funds and large institutions have $792M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 21 closing their positions.

Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
81
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M
2
AWM
2
Apollon Wealth Management
South Carolina
$13.5M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M
5
GF
5
Gimbal Financial
Indiana
$7.96M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.8M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
HNB
3
Huntington National Bank
Ohio
$2.74M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
GS
5
GTS Securities
New York
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$638K +$113K +1,107 +22%
YCG
102
Yeomans Consulting Group
Georgia
$636K +$403K +3,953 +174%
WMA
103
Wealth Management Associates
New Jersey
$612K +$14.3K +140 +2%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$585K – – –
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$573K -$5.34K -52 -0.9%
LWM
106
Laidlaw Wealth Management
New York
$541K -$17.1K -168 -3%
GWM
107
Geneos Wealth Management
Colorado
$535K -$10.2K -100 -2%
SCM
108
Schnieders Capital Management
California
$531K – – –
GLA
109
Good Life Advisors
Pennsylvania
$518K +$258K +2,528 +99%
OC
110
Oppenheimer & Co
New York
$514K -$204 -2 -0%
HAS
111
HBW Advisory Services
California
$512K +$20.1K +197 +4%
FWIA
112
Fort Washington Investment Advisors
Ohio
$500K – – –
EWA
113
EP Wealth Advisors
California
$488K +$33K +323 +7%
BW
114
Bison Wealth
Georgia
$486K -$36.2K -355 -7%
EAM
115
Evanson Asset Management
California
$483K -$14K -137 -3%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$466K -$149K -1,464 -24%
MA
117
Mutual Advisors
Nebraska
$454K -$15.9K -154 -3%
GS
118
GTS Securities
New York
$451K -$1.63M -15,979 -78%
EAM
119
Empirical Asset Management
Massachusetts
$449K +$47K +461 +12%
CAL
120
Capital Advisors Ltd
Ohio
$431K – – –
MAS
121
Madden Advisory Services
Florida
$430K -$7.45K -73 -2%
JWCA
122
J.W. Cole Advisors
Florida
$426K +$408 +4 +0.1%
AWA
123
Arkadios Wealth Advisors
Georgia
$423K -$17.8K -174 -4%
SPIA
124
Steward Partners Investment Advisory
New York
$421K – – –
SF
125
Synovus Financial
Georgia
$412K +$1.23K +12 +0.3%
3 4
5
6 7