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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$126M
2
B
Bensler
Washington
$16.6M
3
PRS
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
TownSquare Capital
Utah
$7.18M
5
NG
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
Gimbal Financial
Indiana
$0
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
HNB
Huntington National Bank
Ohio
$2.37M
5
KWA
Kellett Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MAI Capital Management
Ohio
$204K +$204K +2,319 New
CB
152
Commerce Bank
Missouri
$202K +$202K +2,304 New
YCG
153
Yeomans Consulting Group
Georgia
$200K +$200K +2,277 New
TRCT
154
Tower Research Capital (TRC)
New York
$188K -$17.1K -195 -8%
AEPWM
155
Atlantic Edge Private Wealth Management
Florida
$151K – – –
CTC
156
Central Trust Company
Missouri
$146K – – –
AAMA
157
Advanced Asset Management Advisors
Ohio
$141K – – –
US Bancorp
158
US Bancorp
Minnesota
$136K +$7.38K +84 +6%
AF
159
Allworth Financial
California
$123K +$181 +2 +0.1%
S
160
SignatureFD
Georgia
$110K +$967 +11 +0.9%
SWM
161
Spire Wealth Management
Virginia
$99.7K +$99.7K +1,135 New
AF
162
Advisornet Financial
Minnesota
$92.5K +$439 +5 +0.5%
FWP
163
FAS Wealth Partners
Kansas
$86.1K – – –
AFS
164
Annapolis Financial Services
Maryland
$85.6K – – –
RA
165
Rise Advisors
New York
$85K +$439 +5 +0.5%
CWC
166
Carolinas Wealth Consulting
North Carolina
$83.1K +$88 +1 +0.1%
CAL
167
Capital Analysts LLC
Pennsylvania
$79K – – –
TSWM
168
Tyler-Stone Wealth Management
Ohio
$71.4K – – –
BCWM
169
Bartlett & Co Wealth Management
Ohio
$70.3K – – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$66K -$137K -1,554 -68%
MWM
171
MGB Wealth Management
Texas
$63.1K – – –
AW
172
Avion Wealth
Texas
$63K – – –
HI
173
Harbour Investments
Wisconsin
$62.9K +$1.76K +20 +3%
MG
174
Mather Group
Illinois
$61.9K – – –
UB
175
UMB Bank
Missouri
$61.5K +$27.2K +310 +79%
5 6
7
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