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iShares US Utilities ETF
IDU

Overview Fund Activity

183 hedge funds and large institutions have $311M invested in iShares US Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
68
Closed
25
Calls
$5.59M
Puts
–
Net Calls
+$5.59M
Net Calls Change
+$5.28M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.31M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.24M
3
SPC
3
Sigma Planning Corp
Michigan
$3.85M
4
UBS Group
4
UBS Group
Switzerland
$8.88M
5
DWM
5
Destination Wealth Management
California
$42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.2M
2
Wells Fargo
2
Wells Fargo
California
$8.24M
3
SFI
3
SPC Financial Inc
Maryland
$0
4
Bank of America
4
Bank of America
North Carolina
$25.7M
5
CCT
5
Country Club Trust
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
151
Valeo Financial Advisors
Indiana
$28K – – –
KPW
152
Kore Private Wealth
New York
$28K +$26.5K +386 +1,755%
SFPG
153
Stonebridge Financial Planning Group
Florida
$23K – – –
FRA
154
Front Row Advisors
California
$22K – – –
IWP
155
IAG Wealth Partners
Wisconsin
$22K – – –
WP
156
WealthShield Partners
North Carolina
$21K – – –
CCM
157
Covington Capital Management
California
$21K – – –
JIR
158
James Investment Research
Ohio
$20K -$21.4K -310 -52%
FWM
159
Focused Wealth Management
New York
$19K +$142 +2 +0.8%
AWM
160
Apollon Wealth Management
South Carolina
$18K +$18K +260 New
EWM
161
Endurance Wealth Management
Rhode Island
$15K – – –
CHA
162
Carmichael Hill & Associates
Maryland
$15K – – –
LWANC
163
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
GWMIA
164
Global Wealth Management Investment Advisory
Florida
$15K – – –
SWA
165
Sutton Wealth Advisors
Florida
$14.6K – – –
AIM
166
Anchor Investment Management
South Carolina
$14K – – –
AA
167
Ancora Advisors
Ohio
$14K – – –
TFS
168
TrustCore Financial Services
Tennessee
$13K – – –
GRP
169
Global Retirement Partners
California
$13K – – –
ME
170
McIlrath & Eck
Washington
$12K – – –
CA
171
Clearstead Advisors
Ohio
$11K – – –
1IA
172
1834 Investment Advisors
Wisconsin
$8K – – –
First Manhattan
173
First Manhattan
New York
$8K – – –
CAGAS
174
Capital Advisory Group Advisory Services
Minnesota
$7K -$14K -200 -67%
TIM
175
Tortoise Investment Management
New York
$7K – – –
5 6
7
8 9