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iShares US Utilities ETF
IDU

Overview Fund Activity

255 hedge funds and large institutions have $792M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
81
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M
2
AWM
2
Apollon Wealth Management
South Carolina
$13.5M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M
5
GF
5
Gimbal Financial
Indiana
$7.96M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.8M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
HNB
3
Huntington National Bank
Ohio
$2.74M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
GS
5
GTS Securities
New York
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
126
Central Bank & Trust
Kentucky
$403K – – –
QCM
127
Quantinno Capital Management
New York
$388K +$388K +3,802 New
CPSC
128
Carl P. Sherr & Co
Massachusetts
$381K – – –
CCA
129
Cottonwood Capital Advisors
Utah
$373K -$90.7K -889 -20%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$372K – – –
WIP
131
WealthCare Investment Partners
Rhode Island
$361K +$361K +3,598 New
Creative Planning
132
Creative Planning
Kansas
$349K +$349K +3,422 New
FFP
133
Forbes Financial Planning
Rhode Island
$347K -$61.2K -600 -15%
AF
134
Apexium Financial
Texas
$344K -$10.2K -100 -3%
Jane Street
135
Jane Street
New York
$331K +$1.12K +11 +0.3%
SF
136
Summit Financial
New Jersey
$330K -$7.14K -70 -2%
AWM
137
Axxcess Wealth Management
California
$325K +$43.3K +424 +15%
FMB
138
Field & Main Bank
Kentucky
$317K -$3.06K -30 -1%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$317K -$237K -2,338 -43%
WANY
140
Wealthspire Advisors (New York)
New York
$316K – – –
WCG
141
Weaver Consulting Group
California
$307K – – –
WA
142
WESPAC Advisors
California
$302K -$612 -6 -0.2%
MC
143
Moors & Cabot
Massachusetts
$296K -$4.59K -45 -2%
BFAG
144
Blackston Financial Advisory Group
Florida
$294K +$294K +2,879 New
SCM
145
Saxony Capital Management
Missouri
$293K -$363K -3,559 -55%
FFN
146
Focus Financial Network
Minnesota
$293K +$918 +9 +0.3%
PCIA
147
Prime Capital Investment Advisors
Kansas
$291K – – –
FHC
148
First Heartland Consultants
Missouri
$290K -$2.35K -23 -0.8%
KTA
149
Keeley-Teton Advisors
Illinois
$283K – – –
JIC
150
Johnson Investment Counsel
Ohio
$281K +$40.8K +400 +17%
4 5
6
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