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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
FPCP
2
Fort Point Capital Partners
California
$6.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$12M
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
126
BDO Wealth Advisors
Florida
$253K – – –
NA
127
NewEdge Advisors
Louisiana
$253K +$11.6K +1,044 +5%
FFN
128
Focus Financial Network
Minnesota
$249K +$1.3K +15 +0.5%
IP
129
Intellectus Partners
California
$241K -$79.5K -918 -25%
KTA
130
Keeley-Teton Advisors
Illinois
$240K – – –
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$240K -$86.9K -1,002 -27%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$237K -$16.1K -186 -6%
CWS
133
Cypress Wealth Services
California
$233K +$952 +11 +0.4%
CB
134
Commerce Bank
Missouri
$231K – – –
USCWA
135
U.S. Capital Wealth Advisors
Texas
$228K – – –
Marshall Wace
136
Marshall Wace
United Kingdom
$225K +$225K +2,600 New
MCC
137
Money Concepts Capital
Florida
$225K +$198K +2,285 +735%
AAS
138
Ameritas Advisory Services
Nebraska
$223K +$223K +2,579 New
WTB
139
Washington Trust Bank
Washington
$223K – – –
HT
140
Heritage Trust
Oklahoma
$221K – – –
RJT
141
Raymond James Trust
Florida
$219K – – –
WANY
142
Wealthspire Advisors (New York)
New York
$214K – – –
AWM
143
Alterna Wealth Management
Texas
$211K +$211K +2,440 New
Fidelity Investments
144
Fidelity Investments
Massachusetts
$210K -$17.9K -207 -8%
Brown Advisory
145
Brown Advisory
Maryland
$208K +$208K +2,400 New
GBS
146
Gallagher Benefit Services
Illinois
$206K +$206K +2,378 New
F
147
F3Logic
Minnesota
$206K +$206K +2,378 New
ASN
148
Advisory Services Network
Georgia
$177K +$177K +2,044 New
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$167K – – –
CWC
150
Carolinas Wealth Consulting
North Carolina
$162K +$519 +6 +0.3%
4 5
6
7 8