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iShares US Utilities ETF
IDU

Overview Fund Activity

186 hedge funds and large institutions have $296M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
43
Reduced
61
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.09M
2
TRCT
2
Tower Research Capital (TRC)
New York
$1.85M
3
DWM
3
Destination Wealth Management
California
$48.9M
4
TP
4
Tranquility Partners
Tennessee
$904K
5
FAIM
5
Financial Advocates Investment Management
Washington
$760K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$217K
2
Goldman Sachs
2
Goldman Sachs
New York
$814K
3
Morgan Stanley
3
Morgan Stanley
New York
$21.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
126
SignatureFD
Georgia
$74K – – –
TIAM2
127
Tru Independence Asset Management 2
Oregon
$69K +$69K +886 New
AF
128
Allworth Financial
California
$62K +$62K +796 New
EIP
129
Ellis Investment Partners
Pennsylvania
$60K +$4.94K +64 +9%
AF
130
Advisornet Financial
Minnesota
$58K +$156 +2 +0.3%
CFD
131
Creative Financial Designs
Indiana
$55K – – –
CIA
132
Choate Investment Advisors
Massachusetts
$52K – – –
AAP
133
Arax Advisory Partners
Colorado
$52K – – –
IA
134
IFP Advisors
Florida
$47K -$87.3K -1,109 -65%
APWA
135
Atlas Private Wealth Advisors
New Jersey
$47K +$391 +5 +0.8%
AIC
136
Archer Investment Corporation
Indiana
$46.6K – – –
EP
137
Eudaimonia Partners
Tennessee
$45K -$8.25K -106 -15%
AWM
138
Atticus Wealth Management
Florida
$44K +$230 +3 +0.5%
IF
139
Ironwood Financial
Arizona
$39K – – –
CFGS
140
Concourse Financial Group Securities
Alabama
$36K – – –
HWA
141
HCR Wealth Advisors
California
$33K -$9.76K -126 -23%
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
MCC
143
Money Concepts Capital
Florida
$33K +$33K +431 New
RIM
144
Rockbridge Investment Management
New York
$32K -$3.09K -40 -9%
AWA
145
Arkadios Wealth Advisors
Georgia
$32K -$919 -12 -3%
BC
146
Bartlett & Co
Ohio
$31K – – –
BCWM
147
Bartlett & Co Wealth Management
Ohio
$30.6K – – –
FRA
148
Front Row Advisors
California
$25K – – –
JIR
149
James Investment Research
Ohio
$23K – – –
CCM
150
Covington Capital Management
California
$23K – – –
4 5
6
7 8