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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
Goldman Sachs
New York
$4M
5
LPL Financial
LPL Financial
California
$19.6M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
Bank of America
North Carolina
$41.3M
3
FTS
Fifth Third Securities
Ohio
$3.75M
4
FPCP
Fort Point Capital Partners
California
$3.09M
5
SFI
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
151
Strategic Investment Solutions
Illinois
$63K +$63K +752 New
AW
152
Avion Wealth
Texas
$62K – – –
TF
153
Tompkins Financial
New York
$61.9K – – –
CFD
154
Creative Financial Designs
Indiana
$58.9K – – –
IGWM
155
ICA Group Wealth Management
Colorado
$58.2K -$1.26K -15 -2%
CIA
156
Choate Investment Advisors
Massachusetts
$56.1K – – –
CT
157
Colonial Trust
South Carolina
$50.2K – – –
MJRIC
158
Mogy Joel R Investment Counsel
California
$50.2K +$50.2K +600 New
CIAS
159
Capital Investment Advisory Services
North Carolina
$46.5K +$251 +3 +0.5%
SWA
160
SOA Wealth Advisors
New York
$45.5K – – –
CA
161
Centerpoint Advisors
Massachusetts
$45K +$45K +543 New
LWANC
162
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.3K – – –
MCM
163
MV Capital Management
Maryland
$41.9K – – –
WIM
164
Westside Investment Management
California
$38.5K – – –
BCWM
165
Bartlett & Co Wealth Management
Ohio
$33.5K – – –
MPCG
166
Matrix Private Capital Group
New York
$33.5K +$33.5K +400 New
BHWM
167
Beaird Harris Wealth Management
Texas
$33.2K – – –
BC
168
Bartlett & Co
Ohio
$33K – – –
William Blair & Company
169
William Blair & Company
Illinois
$32.7K -$101K -1,210 -76%
UB
170
UMB Bank
Missouri
$32.6K – – –
TFP
171
Tilia Fiduciary Partners
North Carolina
$32.4K +$251 +3 +0.8%
CWP
172
Concord Wealth Partners
Virginia
$31.7K +$168 +2 +0.5%
FCFS
173
First Command Financial Services
Texas
$30.7K – – –
FCB
174
First Command Bank
Texas
$30.7K – – –
HI
175
Harbour Investments
Wisconsin
$30.2K – – –
5 6
7
8 9