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iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$41.4M
2
Bank of America
Bank of America
North Carolina
$37.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.51M
4
BCM
Brookstone Capital Management
Illinois
$6.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.8M
2
HNB
Huntington National Bank
Ohio
$2.65M
3
FTS
Fifth Third Securities
Ohio
$0
4
SPIA
Steward Partners Investment Advisory
New York
$2.25M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
151
Tyler-Stone Wealth Management
Ohio
$74K – – –
AF
152
Advisornet Financial
Minnesota
$69K +$182 +2 +0.3%
AWM
153
Accel Wealth Management
Iowa
$66K – – –
AW
154
Avion Wealth
Texas
$66K +$66K +720 New
CFD
155
Creative Financial Designs
Indiana
$64K – – –
CIA
156
Choate Investment Advisors
Massachusetts
$61K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$51K -$449K -4,890 -90%
TFP
158
Tilia Fiduciary Partners
North Carolina
$48K +$274 +3 +0.6%
MCM
159
MV Capital Management
Maryland
$46K – – –
Franklin Resources
160
Franklin Resources
California
$46K +$46K +500 New
CAGAS
161
Capital Advisory Group Advisory Services
Minnesota
$46K +$46K +500 New
CFGS
162
Concourse Financial Group Securities
Alabama
$40K – – –
ACM
163
Antonetti Capital Management
Florida
$39K – – –
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
BHWM
165
Beaird Harris Wealth Management
Texas
$36K – – –
SWM
166
Selective Wealth Management
Virginia
$36K – – –
BC
167
Bartlett & Co
Ohio
$36K +$36K +400 New
UB
168
UMB Bank
Missouri
$35K – – –
BCWM
169
Bartlett & Co Wealth Management
Ohio
$34.2K +$34.2K +400 New
CWP
170
Concord Wealth Partners
Virginia
$34K +$184 +2 +0.5%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$31.1K – – –
SWM
172
Sugarloaf Wealth Management
Georgia
$30K – – –
AAP
173
Arax Advisory Partners
Colorado
$29K – – –
FRA
174
Front Row Advisors
California
$29K – – –
BCMLT
175
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K +$28K +310 New
5 6
7
8 9