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iShares US Utilities ETF
IDU

Overview Fund Activity

201 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$4.65M
2
SIS
2
Strategic Investment Solutions
Illinois
$3.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.37M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$1.77M
5
RJA
5
Raymond James & Associates
Florida
$4.75M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.41M
2
Ameriprise
2
Ameriprise
Minnesota
$1.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.03M
4
SLWA
4
San Luis Wealth Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K – – –
S
127
SignatureFD
Georgia
$90.2K +$1.55K +21 +2%
FWP
128
FAS Wealth Partners
Kansas
$72.1K – – –
AFS
129
Annapolis Financial Services
Maryland
$71.7K – – –
CWC
130
Carolinas Wealth Consulting
North Carolina
$70.5K -$69.9K -938 -50%
RA
131
Rise Advisors
New York
$69.3K -$8.76K -119 -11%
TSWM
132
Tyler-Stone Wealth Management
Ohio
$60K – – –
BCWM
133
Bartlett & Co Wealth Management
Ohio
$59.4K – – –
BC
134
Bartlett & Co
Ohio
$59K – – –
TF
135
Tompkins Financial
New York
$54.4K – – –
AW
136
Avion Wealth
Texas
$52K – – –
CFD
137
Creative Financial Designs
Indiana
$51.8K – – –
BBHC
138
Brown Brothers Harriman & Co
New York
$51K +$26.5K +360 +108%
HGERS
139
Householder Group Estate & Retirement Specialist
Arizona
$50.3K +$50.3K +683 New
KFS
140
Kelly Financial Services
Massachusetts
$49.4K -$22.3K -303 -31%
CIA
141
Choate Investment Advisors
Massachusetts
$49.3K – – –
LWANC
142
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.1K +$11K +150 +29%
IA
143
IFP Advisors
Florida
$46.9K -$11.9K -162 -20%
MJRIC
144
Mogy Joel R Investment Counsel
California
$44.1K – – –
CT
145
Colonial Trust
South Carolina
$44.1K – – –
CIAS
146
Capital Investment Advisory Services
North Carolina
$41.1K – – –
SWA
147
SOA Wealth Advisors
New York
$40K – – –
WIM
148
Westside Investment Management
California
$33.8K – – –
GRP
149
Global Retirement Partners
California
$32.2K +$6.25K +88 +24%
MPCG
150
Matrix Private Capital Group
New York
$29.7K – – –
4 5
6
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