IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

223 hedge funds and large institutions have $424M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+14
Holders Change %
+6.7%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$42.7M
2
TC
2
TAP Consulting
Missouri
$5.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FTS
4
Fifth Third Securities
Ohio
$3.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.76M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$55M
2
HNB
2
Huntington National Bank
Ohio
$2.39M
3
BCM
3
Brookstone Capital Management
Illinois
$3.65M
4
KAS
4
Kestra Advisory Services
Texas
$562K
5
SLWA
5
San Luis Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
151
FAS Wealth Partners
Kansas
$84K – – –
AFS
152
Annapolis Financial Services
Maryland
$83K – – –
S
153
SignatureFD
Georgia
$82K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$77K +$338 +4 +0.4%
AF
155
Advisornet Financial
Minnesota
$77K +$12.2K +142 +19%
TSWM
156
Tyler-Stone Wealth Management
Ohio
$70K – – –
CI
157
CX Institutional
Indiana
$63K +$63K +735 New
AW
158
Avion Wealth
Texas
$62K – – –
CFD
159
Creative Financial Designs
Indiana
$60K – – –
CIA
160
Choate Investment Advisors
Massachusetts
$57K – – –
SWA
161
SOA Wealth Advisors
New York
$46K -$46K -544 -50%
TFP
162
Tilia Fiduciary Partners
North Carolina
$45K +$256 +3 +0.6%
CAGAS
163
Capital Advisory Group Advisory Services
Minnesota
$43K – – –
Franklin Resources
164
Franklin Resources
California
$43K – – –
MCM
165
MV Capital Management
Maryland
$43K – – –
CFGS
166
Concourse Financial Group Securities
Alabama
$38K – – –
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
HFS
168
Heritage Financial Services
Massachusetts
$35K +$35K +416 New
BCWM
169
Bartlett & Co Wealth Management
Ohio
$34.2K – – –
BC
170
Bartlett & Co
Ohio
$34K – – –
SWM
171
Selective Wealth Management
Virginia
$34K – – –
BHWM
172
Beaird Harris Wealth Management
Texas
$34K – – –
UB
173
UMB Bank
Missouri
$33K – – –
CWP
174
Concord Wealth Partners
Virginia
$32K +$173 +2 +0.5%
ACM
175
Antonetti Capital Management
Florida
$30K -$6.27K -74 -17%
5 6
7
8 9