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iShares US Utilities ETF
IDU

Overview Fund Activity

221 hedge funds and large institutions have $388M invested in iShares US Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
65
Reduced
59
Closed
23
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
+$215K

Top Buyers

1
MWM
1
MinichMacGregor Wealth Management
New York
$7.26M
2
Bank of America
2
Bank of America
North Carolina
$46.2M
3
Wells Fargo
3
Wells Fargo
California
$11.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$38.4M
5
SFI
5
SPC Financial Inc
Maryland
$2.6M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.11M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$512K
4
Jane Street
4
Jane Street
New York
$0
5
TC
5
TAP Consulting
Missouri
$3.09M
Name Market Value Shares Shares
Change 		Shares
Change %
RFM
126
Royal Fund Management
Florida
$237K 2,933 +2,933 New
FFN
127
Focus Financial Network
Minnesota
$232K 2,865 – –
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$226K 2,783 -1,890 -40%
KTA
129
Keeley-Teton Advisors
Illinois
$225K 2,775 -200 -7%
EVM
130
Eaton Vance Management
Massachusetts
$219K 2,700 +2,700 New
CB
131
Commerce Bank
Missouri
$217K 2,667 -200 -7%
USCWA
132
U.S. Capital Wealth Advisors
Texas
$214K 2,639 – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$214K 2,637 +131 +5%
CWS
134
Cypress Wealth Services
California
$211K 2,677 +10 +0.4%
WTB
135
Washington Trust Bank
Washington
$209K 2,578 – –
HT
136
Heritage Trust
Oklahoma
$208K 2,558 – –
RJT
137
Raymond James Trust
Florida
$206K 2,534 +2,534 New
WANY
138
Wealthspire Advisors (New York)
New York
$200K 2,471 – –
IA
139
IFP Advisors
Florida
$184K 1,390 +381 +38%
CWM
140
Castle Wealth Management
Florida
$170K 2,090 – –
HGERS
141
Householder Group Estate & Retirement Specialist
Arizona
$165K 2,041 +2,041 New
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$155K 1,933 +1,933 New
CWC
143
Carolinas Wealth Consulting
North Carolina
$151K 1,866 +12 +0.6%
CTC
144
Central Trust Company
Missouri
$135K 1,664 – –
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$131K 1,621 +711 +78%
AAMA
146
Advanced Asset Management Advisors
Ohio
$130K 1,608 – –
William Blair & Company
147
William Blair & Company
Illinois
$130K 1,601 +190 +13%
US Bancorp
148
US Bancorp
Minnesota
$119K 1,462 -100 -6%
AF
149
Allworth Financial
California
$111K 1,363 +3 +0.2%
KFS
150
Kelly Financial Services
Massachusetts
$89K 1,097 +1 +0.1%
4 5
6
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