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iShares US Utilities ETF
IDU

Overview Fund Activity

174 hedge funds and large institutions have $306M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
40
Reduced
68
Closed
18
Calls
$2.73M
Puts
–
Net Calls
+$2.73M
Net Calls Change
-$2.86M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$15.8M
2
CCT
Country Club Trust
Missouri
$6.79M
3
SPIA
Steward Partners Investment Advisory
New York
$2.21M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.2M
5
DWM
Destination Wealth Management
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$17.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.47M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.86M
4
Wells Fargo
Wells Fargo
California
$4.78M
5
Citadel Advisors
Citadel Advisors
Florida
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
126
Eudaimonia Partners
Tennessee
$50K -$6.14K -84 -11%
AAP
127
Arax Advisory Partners
Colorado
$49K – – –
CIA
128
Choate Investment Advisors
Massachusetts
$49K +$49K +670 New
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$48K +$48K +660 New
APWA
130
Atlas Private Wealth Advisors
New Jersey
$44K +$295 +4 +0.7%
AIC
131
Archer Investment Corporation
Indiana
$43.8K – – –
AWM
132
Atticus Wealth Management
Florida
$42K +$295 +4 +0.7%
HWA
133
HCR Wealth Advisors
California
$40K – – –
IF
134
Ironwood Financial
Arizona
$37K – – –
PFS
135
Prospera Financial Services
Texas
$37K +$37K +512 New
CFGS
136
Concourse Financial Group Securities
Alabama
$34K -$111K -1,536 -77%
AWA
137
Arkadios Wealth Advisors
Georgia
$33.7K -$4.24K -54 -11%
RIM
138
Rockbridge Investment Management
New York
$33K – – –
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$31K – – –
BCWM
140
Bartlett & Co Wealth Management
Ohio
$29.2K – – –
BC
141
Bartlett & Co
Ohio
$29K – – –
VFA
142
Valeo Financial Advisors
Indiana
$29K +$287 +4 +1%
FRA
143
Front Row Advisors
California
$25K – – –
CCM
144
Covington Capital Management
California
$22K – – –
WP
145
WealthShield Partners
North Carolina
$22K – – –
JIR
146
James Investment Research
Ohio
$21K – – –
FWM
147
Focused Wealth Management
New York
$20K +$294 +4 +1%
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K – – –
EWM
149
Endurance Wealth Management
Rhode Island
$16K – – –
CHA
150
Carmichael Hill & Associates
Maryland
$16K – – –
4 5
6
7 8