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iShares US Utilities ETF
IDU

Overview Fund Activity

182 hedge funds and large institutions have $290M invested in iShares US Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
58
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTS
1
Fifth Third Securities
Ohio
$1.79M
2
MPPLM
2
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M
3
DWM
3
Destination Wealth Management
California
$52.8M
4
PCH
4
PGIM Custom Harvest
New Jersey
$4M
5
Morgan Stanley
5
Morgan Stanley
New York
$24M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$13.6M
2
AWM
2
AE Wealth Management
Kansas
$490K
3
HNB
3
Huntington National Bank
Ohio
$2.31M
4
Bank of America
4
Bank of America
North Carolina
$15.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
151
Corbenic Partners
Pennsylvania
$22K – – –
FWM
152
Focused Wealth Management
New York
$22K +$158 +2 +0.7%
JMF
153
Johnson Midwest Financial
Iowa
$20K – – –
EWM
154
Endurance Wealth Management
Rhode Island
$17K – – –
CHA
155
Carmichael Hill & Associates
Maryland
$17K – – –
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
SWA
157
Sutton Wealth Advisors
Florida
$16.4K – – –
AA
158
Ancora Advisors
Ohio
$16K – – –
IWA
159
IBEX Wealth Advisors
New Jersey
$16K +$16K +205 New
AIM
160
Anchor Investment Management
South Carolina
$15.8K – – –
GRP
161
Global Retirement Partners
California
$14K – – –
ME
162
McIlrath & Eck
Washington
$13K – – –
CA
163
Clearstead Advisors
Ohio
$13K +$80 +1 +0.6%
BAM
164
Baldrige Asset Management
Pennsylvania
$12K -$12K -153 -50%
SC
165
SouthState Corp
Florida
$12K – – –
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K – – –
LIA
167
LBMC Investment Advisors
Tennessee
$10.1K -$90.6K -114,233 -90%
IA
168
IFP Advisors
Florida
$10K – – –
First Manhattan
169
First Manhattan
New York
$9K – – –
MAWCM
170
Mine & Arao Wealth Creation & Management
California
$7K – – –
TFS
171
TrustCore Financial Services
Tennessee
$7K – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$6K – – –
CAAS
173
Capital Asset Advisory Services
Michigan
$6K – – –
Citigroup
174
Citigroup
New York
$5K -$71.5K -958 -93%
FHA
175
First Horizon Advisors
Tennessee
$5K – – –
4 5 6
7
8