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iShares US Utilities ETF
IDU

Overview Fund Activity

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$84.1M
2
PCH
PGIM Custom Harvest
New Jersey
$36.8M
3
Bank of America
Bank of America
North Carolina
$39.6M
4
CW
Connectus Wealth
Ohio
$2.87M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.81M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.98M
2
SIS
Strategic Investment Solutions
Illinois
$60.1K
3
JIC
Johnson Investment Counsel
Ohio
$1.41M
4
RJA
Raymond James & Associates
Florida
$2.3M
5
TC
TAP Consulting
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
126
Good Life Advisors
Pennsylvania
$201K -$148K -1,854 -42%
RPGK
127
Retirement Planning Group (Kansas)
Kansas
$200K +$200K +2,503 New
Citigroup
128
Citigroup
New York
$194K -$303K -3,792 -61%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$184K -$32K -400 -15%
SS
130
Sunbelt Securities
Texas
$184K +$480 +6 +0.3%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$160K -$242K -3,031 -60%
PS
132
Principal Securities
Iowa
$145K +$145K +1,809 New
AEPWM
133
Atlantic Edge Private Wealth Management
Florida
$139K +$139K +1,745 New
CTC
134
Central Trust Company
Missouri
$133K – – –
AAMA
135
Advanced Asset Management Advisors
Ohio
$129K – – –
NSG
136
Nalls Sherbakoff Group
Tennessee
$126K – – –
US Bancorp
137
US Bancorp
Minnesota
$117K -$117K -1,469 -50%
AF
138
Allworth Financial
California
$110K +$400 +5 +0.4%
S
139
SignatureFD
Georgia
$98.5K +$480 +6 +0.5%
MWM
140
MGB Wealth Management
Texas
$95.6K +$95.6K +1,196 New
FWP
141
FAS Wealth Partners
Kansas
$78.3K – – –
AFS
142
Annapolis Financial Services
Maryland
$77.9K – – –
RA
143
Rise Advisors
New York
$76.5K +$1.28K +16 +2%
CWC
144
Carolinas Wealth Consulting
North Carolina
$75.6K – – –
CAL
145
Capital Analysts LLC
Pennsylvania
$72K +$72K +900 New
TRCT
146
Tower Research Capital (TRC)
New York
$69.9K -$83K -1,038 -54%
TSWM
147
Tyler-Stone Wealth Management
Ohio
$64.9K – – –
BC
148
Bartlett & Co
Ohio
$64K – – –
BCWM
149
Bartlett & Co Wealth Management
Ohio
$63.9K – – –
SIS
150
Strategic Investment Solutions
Illinois
$60.1K -$3.73M -46,624 -98%
4 5
6
7 8