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iShares US Utilities ETF
IDU

Overview Fund Activity

183 hedge funds and large institutions have $311M invested in iShares US Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
68
Closed
25
Calls
$5.59M
Puts
–
Net Calls
+$5.59M
Net Calls Change
+$5.28M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.31M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.24M
3
SPC
3
Sigma Planning Corp
Michigan
$3.85M
4
UBS Group
4
UBS Group
Switzerland
$8.88M
5
DWM
5
Destination Wealth Management
California
$42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.2M
2
Wells Fargo
2
Wells Fargo
California
$8.24M
3
SFI
3
SPC Financial Inc
Maryland
$0
4
Bank of America
4
Bank of America
North Carolina
$25.7M
5
CCT
5
Country Club Trust
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$6K – – –
BFEC
177
Benjamin F. Edwards & Company
Missouri
$4K -$22.5K -348 -85%
JHCP
178
Jackson Hole Capital Partners
Oklahoma
$4K – – –
CFA
179
Carroll Financial Associates
North Carolina
$3K -$156K -2,598 -98%
CAAS
180
Capital Asset Advisory Services
Michigan
$3K – – –
CWM
181
Campbell Wealth Management
Virginia
$3K +$3K +40 New
TFA
182
Transamerica Financial Advisors
Florida
$2K +$2K +16 New
VCM
183
Versant Capital Management
Arizona
$1K – – –
WIM
184
Westside Investment Management
California
$32 -$6 -80 -15%
SFI
185
SPC Financial Inc
Maryland
– -$11.9M -171,800 Closed
CCT
186
Country Club Trust
Missouri
– -$6.97M -97,120 Closed
PAMU
187
Pictet Asset Management (UK)
United Kingdom
– -$3.57M -51,670 Closed
PFS
188
Prospera Financial Services
Texas
– -$2.63M -38,134 Closed
PFA
189
Pinnacle Family Advisors
Missouri
– -$1.6M -23,220 Closed
MPPLM
190
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$875K -12,672 Closed
GCA
191
Genesee Capital Advisors
New York
– -$809K -11,726 Closed
WDL
192
Well Done LLC
Michigan
– -$492K -7,128 Closed
NF
193
Nikulski Financial
Iowa
– -$416K -6,030 Closed
CWS
194
Cypress Wealth Services
California
– -$351K -5,080 Closed
MSAM
195
Moloney Securities Asset Management
Missouri
– -$262K -3,796 Closed
M&T Bank
196
M&T Bank
New York
– -$248K -3,580 Closed
AWM
197
Altium Wealth Management
New York
– -$244K -3,538 Closed
JWCA
198
J.W. Cole Advisors
Florida
– -$240K -3,480 Closed
RFM
199
Royal Fund Management
Florida
– -$226K -3,274 Closed
CA
200
Calton & Associates
Florida
– -$217K -3,148 Closed
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