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iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$35.9M
2
Bank of America
Bank of America
North Carolina
+$18.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.51M
4
BCM
Brookstone Capital Management
Illinois
+$5.36M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.69M
2
HNB
Huntington National Bank
Ohio
-$2.56M
3
FTS
Fifth Third Securities
Ohio
-$2.03M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.78M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$211K -$182 -2 -0.1%
RJT
127
Raymond James Trust
Florida
$210K – – –
MG
128
Mather Group
Illinois
$204K +$204K +2,244 New
RW
129
REDW Wealth
New Mexico
$203K +$203K +2,234 New
5L
130
55I LLC
Massachusetts
$202K +$202K +2,223 New
FFBTD
131
First Financial Bank - Trust Division
Ohio
$200K +$200K +2,200 New
MCC
132
Money Concepts Capital
Florida
$195K +$165K +1,816 +557%
CWC
133
Carolinas Wealth Consulting
North Carolina
$168K +$1K +11 +0.6%
APA
134
American Portfolios Advisors
New York
$165K +$133K +1,460 +420%
CTC
135
Central Trust Company
Missouri
$151K – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$148K -$222K -2,444 -60%
AAMA
137
Advanced Asset Management Advisors
Ohio
$146K – – –
US Bancorp
138
US Bancorp
Minnesota
$142K -$9.09K -100 -6%
IA
139
IFP Advisors
Florida
$130K +$115K +889 +741%
William Blair & Company
140
William Blair & Company
Illinois
$128K – – –
AF
141
Allworth Financial
California
$124K +$274 +3 +0.2%
KFS
142
Kelly Financial Services
Massachusetts
$112K -$34.1K -375 -23%
AIP
143
Ahrens Investment Partners
Louisiana
$109K – – –
SWA
144
SOA Wealth Advisors
New York
$99K -$182 -2 -0.2%
RA
145
Rise Advisors
New York
$94K +$548 +6 +0.6%
FWP
146
FAS Wealth Partners
Kansas
$89K – – –
AFS
147
Annapolis Financial Services
Maryland
$89K – – –
S
148
SignatureFD
Georgia
$87K – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$82K -$4.89K -54 -6%
RIM
150
Rockbridge Investment Management
New York
$74.3K +$10.4K +113 +16%
4 5
6
7 8