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iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
151
Citigroup
New York
$56.9K -$148K -1,755 -72%
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$56.5K – – –
CA
153
CoreCap Advisors
Michigan
$53.8K +$53.8K +637 New
CT
154
Colonial Trust
South Carolina
$50.7K – – –
CIAS
155
Capital Investment Advisory Services
North Carolina
$48.2K +$253 +3 +0.5%
SWA
156
SOA Wealth Advisors
New York
$46K – – –
WIA
157
Wetzel Investment Advisors
Indiana
$44.8K +$2.15K +26 +5%
SNB
158
Security National Bank
Nebraska
$42.3K – – –
KFS
159
Kelly Financial Services
Massachusetts
$39.3K -$2.54K -30 -6%
DCM
160
Davis Capital Management
Florida
$39.2K – – –
GRP
161
Global Retirement Partners
California
$38K +$84 +1 +0.2%
MPCG
162
Matrix Private Capital Group
New York
$33.8K – – –
BHWM
163
Beaird Harris Wealth Management
Texas
$33.5K – – –
UB
164
UMB Bank
Missouri
$33K – – –
CWP
165
Concord Wealth Partners
Virginia
$31.8K -$422 -5 -1%
HNB
166
Hilltop National Bank
Wyoming
$31.8K +$31.8K +376 New
CTWM
167
Cherry Tree Wealth Management
Minnesota
$30.1K – – –
SWM
168
Sugarloaf Wealth Management
Georgia
$27.5K – – –
FRA
169
Front Row Advisors
California
$27K – – –
AAP
170
Arax Advisory Partners
Colorado
$26.7K – – –
IGWM
171
ICA Group Wealth Management
Colorado
$26.6K – – –
WP
172
WealthShield Partners
North Carolina
$25.9K – – –
DJSG
173
D.J. St. Germain
Massachusetts
$25.4K -$8.45K -100 -25%
TFGT
174
TS Financial Group (TSFG)
Illinois
$25K – – –
MFG
175
Mendota Financial Group
Wisconsin
$24.5K – – –
5 6
7
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