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iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$195K – – –
PS
127
Principal Securities
Iowa
$146K -$7.35K -87 -5%
AEPWM
128
Atlantic Edge Private Wealth Management
Florida
$145K -$2.11K -25 -1%
CTC
129
Central Trust Company
Missouri
$141K – – –
SS
130
Sunbelt Securities
Texas
$137K -$57.6K -681 -30%
AAMA
131
Advanced Asset Management Advisors
Ohio
$136K – – –
US Bancorp
132
US Bancorp
Minnesota
$124K – – –
FIM
133
Fernwood Investment Management
Massachusetts
$123K +$123K +1,458 New
AF
134
Allworth Financial
California
$114K -$2.03K -24 -2%
S
135
SignatureFD
Georgia
$104K +$338 +4 +0.3%
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$90.2K +$56.9K +673 +171%
AF
137
Advisornet Financial
Minnesota
$88.5K +$60.7K +718 +218%
FWP
138
FAS Wealth Partners
Kansas
$82.8K – – –
AFS
139
Annapolis Financial Services
Maryland
$82.3K – – –
RA
140
Rise Advisors
New York
$81.4K +$423 +5 +0.5%
CWC
141
Carolinas Wealth Consulting
North Carolina
$79.9K – – –
CAL
142
Capital Analysts LLC
Pennsylvania
$76K – – –
TSWM
143
Tyler-Stone Wealth Management
Ohio
$68.6K – – –
BCWM
144
Bartlett & Co Wealth Management
Ohio
$67.6K – – –
Jones Financial Companies
145
Jones Financial Companies
Missouri
$66K +$66K +781 New
AW
146
Avion Wealth
Texas
$61K – – –
HGERS
147
Householder Group Estate & Retirement Specialist
Arizona
$59.1K +$338 +4 +0.6%
HI
148
Harbour Investments
Wisconsin
$58.8K +$8.53K +101 +17%
MG
149
Mather Group
Illinois
$58.5K +$58.5K +732 New
MWM
150
MGB Wealth Management
Texas
$58.3K -$42.8K -506 -42%
4 5
6
7 8