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iShares US Utilities ETF
IDU

Overview Fund Activity

255 hedge funds and large institutions have $792M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
81
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M
2
AWM
2
Apollon Wealth Management
South Carolina
$13.5M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M
5
GF
5
Gimbal Financial
Indiana
$7.96M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.8M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
HNB
3
Huntington National Bank
Ohio
$2.74M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
GS
5
GTS Securities
New York
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
151
NTV Asset Management
West Virginia
$280K – – –
NSIM
152
North Star Investment Management
Illinois
$271K – – –
USCWA
153
U.S. Capital Wealth Advisors
Texas
$269K – – –
AFG
154
Argent Financial Group
Louisiana
$261K +$261K +2,558 New
ACP
155
Aveo Capital Partners
Colorado
$256K – – –
WTB
156
Washington Trust Bank
Washington
$252K – – –
LCGC
157
Legacy Capital Group California
California
$245K +$245K +2,405 New
Brown Advisory
158
Brown Advisory
Maryland
$245K – – –
GT
159
Glenmede Trust
Pennsylvania
$245K +$245K +2,400 New
IWM
160
IHT Wealth Management
Illinois
$242K +$242K +2,375 New
VA
161
Valmark Advisers
Ohio
$241K +$1.02K +10 +0.4%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$240K +$240K +2,349 New
MCM
163
MAI Capital Management
Ohio
$237K – – –
CB
164
Commerce Bank
Missouri
$235K – – –
TA
165
TPG Advisors
Illinois
$229K +$229K +2,245 New
RW
166
REDW Wealth
New Mexico
$228K +$228K +2,234 New
FFBTD
167
First Financial Bank - Trust Division
Ohio
$224K +$224K +2,200 New
HH
168
Hilltop Holdings
Texas
$224K +$224K +2,192 New
WDL
169
Well Done LLC
Michigan
$220K +$220K +2,156 New
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$218K -$20.6K -202 -9%
Optiver Holding
171
Optiver Holding
Netherlands
$217K +$217K +2,130 New
KWS
172
Keystone Wealth Services
California
$216K +$216K +2,120 New
CFO
173
Callan Family Office
Pennsylvania
$214K +$214K +2,100 New
RW
174
Rede Wealth
Virginia
$212K +$212K +2,074 New
VPP
175
Vertex Planning Partners
Illinois
$211K +$211K +2,065 New
5 6
7
8 9