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iShares US Utilities ETF
IDU

Overview Fund Activity

186 hedge funds and large institutions have $296M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
43
Reduced
61
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.09M
2
TRCT
2
Tower Research Capital (TRC)
New York
$1.85M
3
DWM
3
Destination Wealth Management
California
$48.9M
4
TP
4
Tranquility Partners
Tennessee
$904K
5
FAIM
5
Financial Advocates Investment Management
Washington
$760K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$217K
2
Goldman Sachs
2
Goldman Sachs
New York
$814K
3
Morgan Stanley
3
Morgan Stanley
New York
$21.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
Focused Wealth Management
New York
$21K +$77 +1 +0.4%
JMF
152
Johnson Midwest Financial
Iowa
$19K +$19K +248 New
EWM
153
Endurance Wealth Management
Rhode Island
$17K – – –
CHA
154
Carmichael Hill & Associates
Maryland
$17K – – –
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
SWA
156
Sutton Wealth Advisors
Florida
$16.1K – – –
AA
157
Ancora Advisors
Ohio
$16K – – –
EA
158
Elm Advisors
California
$16K +$16K +200 New
AWM
159
Accel Wealth Management
Iowa
$16K +$16K +208 New
AIM
160
Anchor Investment Management
South Carolina
$15.5K – – –
TFS
161
TrustCore Financial Services
Tennessee
$15K – – –
GRP
162
Global Retirement Partners
California
$14K -$77 -1 -0.5%
ME
163
McIlrath & Eck
Washington
$13K – – –
SFPG
164
Stonebridge Financial Planning Group
Florida
$13K – – –
SC
165
SouthState Corp
Florida
$12K – – –
CA
166
Clearstead Advisors
Ohio
$12K +$75 +1 +0.6%
RA
167
Reby Advisors
Connecticut
$12K +$12K +150 New
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K -$46.6K -600 -82%
GEA
169
Glen Eagle Advisors
New Jersey
$10.1K +$10.1K +130 New
PB
170
Pinnacle Bancorp
Nebraska
$10K +$5.16K +66 +106%
First Manhattan
171
First Manhattan
New York
$9K -$76 -1 -0.8%
1IA
172
1834 Investment Advisors
Wisconsin
$9K – – –
CAGAS
173
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
IAIM
174
International Assets Investment Management
Florida
$8K +$8K +100 New
TIM
175
Tortoise Investment Management
New York
$7K – – –
4 5 6
7
8