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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
FPCP
2
Fort Point Capital Partners
California
$6.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$12M
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
151
Patriot Investment Management Group
Tennessee
$157K +$157K +1,860 New
IA
152
IFP Advisors
Florida
$146K -$34.7K -267 -19%
CTC
153
Central Trust Company
Missouri
$144K – – –
AAMA
154
Advanced Asset Management Advisors
Ohio
$139K – – –
William Blair & Company
155
William Blair & Company
Illinois
$139K – – –
US Bancorp
156
US Bancorp
Minnesota
$127K – – –
AF
157
Allworth Financial
California
$118K +$346 +4 +0.3%
JAWM
158
J. Arnold Wealth Management
Ohio
$94.3K +$94.3K +1,090 New
RA
159
Rise Advisors
New York
$90.8K +$606 +7 +0.7%
KFS
160
Kelly Financial Services
Massachusetts
$89.9K -$5.02K -58 -5%
FWP
161
FAS Wealth Partners
Kansas
$84.8K – – –
AFS
162
Annapolis Financial Services
Maryland
$84.3K – – –
S
163
SignatureFD
Georgia
$82.7K – – –
IAIM
164
Industrial Alliance Investment Management
Quebec, Canada
$79K +$79K +917 New
TSWM
165
Tyler-Stone Wealth Management
Ohio
$70K – – –
AP
166
Advisors Preferred
Maryland
$68K +$68K +786 New
AF
167
Advisornet Financial
Minnesota
$65.7K – – –
TF
168
Tompkins Financial
New York
$64K – – –
CFD
169
Creative Financial Designs
Indiana
$60.9K – – –
IGWM
170
ICA Group Wealth Management
Colorado
$60.3K +$60.3K +710 New
AW
171
Avion Wealth
Texas
$58K – – –
CIA
172
Choate Investment Advisors
Massachusetts
$58K – – –
BTI
173
Blue Trust Inc
Georgia
$52K +$52K +642 New
CT
174
Colonial Trust
South Carolina
$51.9K +$51.9K +600 New
CIAS
175
Capital Investment Advisory Services
North Carolina
$47.7K +$47.7K +552 New
5 6
7
8 9