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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
Goldman Sachs
New York
$4M
5
LPL Financial
LPL Financial
California
$19.6M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
Bank of America
North Carolina
$41.3M
3
FTS
Fifth Third Securities
Ohio
$3.75M
4
FPCP
Fort Point Capital Partners
California
$3.09M
5
SFI
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
126
Moors & Cabot
Massachusetts
$211K -$53.6K -640 -20%
KNW
127
Kesler Norman & Wride
Utah
$205K -$244K -2,909 -54%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$204K +$670 +8 +0.3%
Brown Advisory
129
Brown Advisory
Maryland
$201K – – –
SS
130
Sunbelt Securities
Texas
$190K +$190K +2,294 New
CWC
131
Carolinas Wealth Consulting
North Carolina
$157K +$502 +6 +0.3%
IA
132
IFP Advisors
Florida
$148K +$4.22K +33 +3%
CTC
133
Central Trust Company
Missouri
$139K – – –
AAMA
134
Advanced Asset Management Advisors
Ohio
$135K – – –
MCC
135
Money Concepts Capital
Florida
$132K +$107K +10,785 +415%
NSG
136
Nalls Sherbakoff Group
Tennessee
$131K +$131K +1,575 New
AAS
137
Ameritas Advisory Services
Nebraska
$129K -$87.4K -1,044 -40%
HGERS
138
Householder Group Estate & Retirement Specialist
Arizona
$124K +$124K +1,476 New
US Bancorp
139
US Bancorp
Minnesota
$122K – – –
MCI
140
MRP Capital Investments
Georgia
$121K +$113K +1,350 +1,350%
AF
141
Allworth Financial
California
$115K +$251 +3 +0.2%
JFGIW
142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$113K +1,350 New
S
143
SignatureFD
Georgia
$101K +$20.8K +248 +26%
FHA
144
First Horizon Advisors
Tennessee
$96.3K +$89.9K +1,074 +1,413%
KFS
145
Kelly Financial Services
Massachusetts
$90.5K +$3.52K +42 +4%
RA
146
Rise Advisors
New York
$88.4K +$586 +7 +0.7%
FWP
147
FAS Wealth Partners
Kansas
$82K – – –
AFS
148
Annapolis Financial Services
Maryland
$81.5K – – –
ACA
149
Aptus Capital Advisors
Alabama
$75.8K +$75.8K +905 New
AF
150
Advisornet Financial
Minnesota
$63.6K – – –
4 5
6
7 8