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iShares US Utilities ETF
IDU

Overview Fund Activity

185 hedge funds and large institutions have $452M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
60
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFS
1
Kelly Financial Services
Massachusetts
$173M
2
CWM
2
Connecticut Wealth Management
Connecticut
$2.23M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.92M
4
Bank of America
4
Bank of America
North Carolina
$17M
5
PCH
5
PGIM Custom Harvest
New Jersey
$2.69M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.56M
2
IMC Chicago
2
IMC Chicago
Illinois
$0
3
HNB
3
Huntington National Bank
Ohio
$2.28M
4
LPL Financial
4
LPL Financial
California
$13.9M
5
MPPLM
5
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Baldrige Asset Management
Pennsylvania
$24K +$24K +306 New
JIR
152
James Investment Research
Ohio
$23K – – –
CP
153
Corbenic Partners
Pennsylvania
$22K -$7.78K -98 -26%
FWM
154
Focused Wealth Management
New York
$22K +$159 +2 +0.7%
JMF
155
Johnson Midwest Financial
Iowa
$19K – – –
EWM
156
Endurance Wealth Management
Rhode Island
$17K – – –
CHA
157
Carmichael Hill & Associates
Maryland
$17K – – –
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$79 +1 +0.5%
SWA
159
Sutton Wealth Advisors
Florida
$16.3K – – –
AA
160
Ancora Advisors
Ohio
$16K – – –
AWM
161
Accel Wealth Management
Iowa
$16K – – –
AIM
162
Anchor Investment Management
South Carolina
$15.7K – – –
GRP
163
Global Retirement Partners
California
$14K – – –
ME
164
McIlrath & Eck
Washington
$13K – – –
CA
165
Clearstead Advisors
Ohio
$13K +$81 +1 +0.6%
SC
166
SouthState Corp
Florida
$12K – – –
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K – – –
First Manhattan
168
First Manhattan
New York
$9K – – –
IA
169
IFP Advisors
Florida
$9K – – –
TFS
170
TrustCore Financial Services
Tennessee
$7K -$7.78K -100 -53%
MAWCM
171
Mine & Arao Wealth Creation & Management
California
$7K +$78 +1 +1%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$6K – – –
JHCP
173
Jackson Hole Capital Partners
Oklahoma
$5K – – –
FHA
174
First Horizon Advisors
Tennessee
$5K – – –
BFEC
175
Benjamin F. Edwards & Company
Missouri
$5K +$78 +1 +2%
5 6
7
8 9