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iShares US Utilities ETF
IDU

Overview Fund Activity

223 hedge funds and large institutions have $424M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
223
Holders Change
+14
Holders Change %
+6.7%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$42.7M
2
TC
2
TAP Consulting
Missouri
$5.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FTS
4
Fifth Third Securities
Ohio
$3.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.76M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$55M
2
HNB
2
Huntington National Bank
Ohio
$2.39M
3
BCM
3
Brookstone Capital Management
Illinois
$3.65M
4
KAS
4
Kestra Advisory Services
Texas
$562K
5
SLWA
5
San Luis Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$234K +$684 +8 +0.3%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$232K -$4.62K -54 -2%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$231K -$2.99K -35 -1%
CWS
129
Cypress Wealth Services
California
$228K +$228K +2,667 New
USCWA
130
U.S. Capital Wealth Advisors
Texas
$226K +$226K +2,639 New
WTB
131
Washington Trust Bank
Washington
$221K – – –
HT
132
Heritage Trust
Oklahoma
$219K – – –
TC
133
Telemus Capital
Michigan
$218K +$218K +2,546 New
Fidelity Investments
134
Fidelity Investments
Massachusetts
$214K -$22.7K -266 -10%
WANY
135
Wealthspire Advisors (New York)
New York
$212K – – –
PIMG
136
Patriot Investment Management Group
Tennessee
$207K – – –
Brown Advisory
137
Brown Advisory
Maryland
$205K – – –
CWM
138
Castle Wealth Management
Florida
$179K +$179K +2,090 New
CWC
139
Carolinas Wealth Consulting
North Carolina
$159K +$772 +9 +0.5%
VVP
140
Venture Visionary Partners
Ohio
$146K +$146K +1,700 New
CA
141
CoreCap Advisors
Michigan
$145K +$145K +1,693 New
CTC
142
Central Trust Company
Missouri
$142K – – –
AAMA
143
Advanced Asset Management Advisors
Ohio
$138K – – –
US Bancorp
144
US Bancorp
Minnesota
$134K – – –
IA
145
IFP Advisors
Florida
$130K – – –
William Blair & Company
146
William Blair & Company
Illinois
$121K – – –
AF
147
Allworth Financial
California
$116K +$171 +2 +0.1%
AIP
148
Ahrens Investment Partners
Louisiana
$103K – – –
KFS
149
Kelly Financial Services
Massachusetts
$93.8K -$11.8K -138 -11%
RA
150
Rise Advisors
New York
$89K +$430 +5 +0.5%
4 5
6
7 8