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iShares US Utilities ETF
IDU

Overview Fund Activity

269 hedge funds and large institutions have $1.93B invested in iShares US Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
41
Increased
85
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.3B
2
Two Sigma Investments
Two Sigma Investments
New York
$5.46M
3
Goldman Sachs
Goldman Sachs
New York
$8.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.23M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.8M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$0
2
Fidelity International
Fidelity International
Bermuda
$0
3
GF
Gimbal Financial
Indiana
$0
4
CA
Crumly & Associates
Illinois
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$402K +$481 +5 +0.1%
SF
127
Synovus Financial
Georgia
$390K +$1.35K +14 +0.3%
Creative Planning
128
Creative Planning
Kansas
$382K +$52.7K +548 +16%
BW
129
Bison Wealth
Georgia
$378K -$79.7K -828 -17%
AWA
130
Arkadios Wealth Advisors
Georgia
$368K -$31.1K -323 -8%
PAS
131
PKS Advisory Services
New York
$356K +$356K +2,696 New
CCA
132
Cottonwood Capital Advisors
Utah
$352K +$289 +3 +0.1%
QCM
133
Quantinno Capital Management
New York
$344K -$21.5K -223 -6%
WA
134
WESPAC Advisors
California
$343K +$58.1K +604 +20%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$341K +$40.1K +417 +13%
LF
136
Lighthouse Financial
Florida
$337K +$337K +3,500 New
MA
137
Mutual Advisors
Nebraska
$333K -$107K -1,074 -24%
FFP
138
Forbes Financial Planning
Rhode Island
$327K – – –
AF
139
Apexium Financial
Texas
$324K – – –
CL
140
Choreo LLC
Illinois
$322K +$322K +3,348 New
FHC
141
First Heartland Consultants
Missouri
$319K -$79.3K -566 -20%
OIA
142
OneDigital Investment Advisors
Kansas
$314K -$290K -3,012 -48%
AWM
143
Axxcess Wealth Management
California
$304K -$2.02K -21 -0.7%
CPSC
144
Carl P. Sherr & Co
Massachusetts
$301K -$58.9K -612 -16%
WANY
145
Wealthspire Advisors (New York)
New York
$298K – – –
SCM
146
Saxony Capital Management
Missouri
$297K +$20.4K +212 +7%
FMB
147
Field & Main Bank
Kentucky
$294K -$4.81K -50 -2%
RFM
148
Royal Fund Management
Florida
$291K -$578K -5,996 -67%
NWM
149
Nova Wealth Management
Florida
$289K +$289K +2,999 New
PCIA
150
Prime Capital Investment Advisors
Kansas
$282K +$7.31K +76 +3%
4 5
6
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