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iShares US Utilities ETF
IDU

Overview Fund Activity

197 hedge funds and large institutions have $315M invested in iShares US Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
53
Reduced
53
Closed
19
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
LIA
LBMC Investment Advisors
Tennessee
$10.9M
2
Prudential Financial
Prudential Financial
New Jersey
$5.26M
3
LPL Financial
LPL Financial
California
$18M
4
Bank of America
Bank of America
North Carolina
$18M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$142K
2
HNB
Huntington National Bank
Ohio
$2.56M
3
Citadel Advisors
Citadel Advisors
Florida
$567K
4
DAS
Dynamic Advisor Solutions
Arizona
$0
5
PAG
Private Advisor Group
New Jersey
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Selective Wealth Management
Virginia
$35K – – –
BHWM
152
Beaird Harris Wealth Management
Texas
$35K +$35K +396 New
UB
153
UMB Bank
Missouri
$34K +$34K +390 New
CWP
154
Concord Wealth Partners
Virginia
$32K +$32K +367 New
APA
155
American Portfolios Advisors
New York
$30.8K +$88 +1 +0.3%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$30.2K – – –
SWM
157
Sugarloaf Wealth Management
Georgia
$29K – – –
MCC
158
Money Concepts Capital
Florida
$29K +$29K +326 New
AAP
159
Arax Advisory Partners
Colorado
$28K – – –
FRA
160
Front Row Advisors
California
$28K – – –
CCM
161
Covington Capital Management
California
$27K – – –
JIR
162
James Investment Research
Ohio
$26K – – –
FWM
163
Focused Wealth Management
New York
$25K +$89 +1 +0.4%
CP
164
Corbenic Partners
Pennsylvania
$25K +$268 +3 +1%
JMF
165
Johnson Midwest Financial
Iowa
$22K – – –
WA
166
Win Advisors
Florida
$20K +$20K +227 New
CHA
167
Carmichael Hill & Associates
Maryland
$19K – – –
EWM
168
Endurance Wealth Management
Rhode Island
$19K – – –
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
SWA
170
Sutton Wealth Advisors
Florida
$18.4K – – –
HI
171
Harbour Investments
Wisconsin
$18K -$92.4K -1,027 -84%
AA
172
Ancora Advisors
Ohio
$18K – – –
AIM
173
Anchor Investment Management
South Carolina
$17.7K – – –
ME
174
McIlrath & Eck
Washington
$15K – – –
CA
175
Clearstead Advisors
Ohio
$14K +$86 +1 +0.6%
5 6
7
8 9