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iShares US Utilities ETF
IDU

Overview Fund Activity

197 hedge funds and large institutions have $315M invested in iShares US Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
53
Reduced
53
Closed
19
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
LIA
LBMC Investment Advisors
Tennessee
$10.9M
2
Prudential Financial
Prudential Financial
New Jersey
$5.26M
3
LPL Financial
LPL Financial
California
$18M
4
Bank of America
Bank of America
North Carolina
$18M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$142K
2
HNB
Huntington National Bank
Ohio
$2.56M
3
Citadel Advisors
Citadel Advisors
Florida
$567K
4
DAS
Dynamic Advisor Solutions
Arizona
$0
5
PAG
Private Advisor Group
New Jersey
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
126
Advanced Asset Management Advisors
Ohio
$142K – – –
William Blair & Company
127
William Blair & Company
Illinois
$125K +$4.52K +51 +4%
AF
128
Allworth Financial
California
$120K +$177 +2 +0.1%
AIP
129
Ahrens Investment Partners
Louisiana
$106K +$106K +1,200 New
SWA
130
SOA Wealth Advisors
New York
$95K – – –
RA
131
Rise Advisors
New York
$90.6K +$90.6K +1,024 New
FWP
132
FAS Wealth Partners
Kansas
$87K – – –
AFS
133
Annapolis Financial Services
Maryland
$86K – – –
S
134
SignatureFD
Georgia
$85K – – –
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$84K -$38.5K -440 -31%
TSWM
136
Tyler-Stone Wealth Management
Ohio
$72K +$72K +812 New
AF
137
Advisornet Financial
Minnesota
$67K +$532 +6 +0.8%
AWM
138
Accel Wealth Management
Iowa
$63K – – –
CFD
139
Creative Financial Designs
Indiana
$62K – – –
CA
140
CoreCap Advisors
Michigan
$62K +$62K +703 New
RIM
141
Rockbridge Investment Management
New York
$61K +$5.28K +60 +9%
CIA
142
Choate Investment Advisors
Massachusetts
$59K – – –
TFP
143
Tilia Fiduciary Partners
North Carolina
$46K +$46K +522 New
MCM
144
MV Capital Management
Maryland
$44K – – –
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$40K +$40K +453 New
CFGS
146
Concourse Financial Group Securities
Alabama
$39K – – –
Bessemer Group
147
Bessemer Group
New Jersey
$39K +$39K +440 New
ACM
148
Antonetti Capital Management
Florida
$38K – – –
EIP
149
Ellis Investment Partners
Pennsylvania
$37K -$67.9K -784 -65%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
4 5
6
7 8