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iShares US Utilities ETF
IDU

Overview Fund Activity

186 hedge funds and large institutions have $296M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
43
Reduced
61
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.09M
2
TRCT
2
Tower Research Capital (TRC)
New York
$1.85M
3
DWM
3
Destination Wealth Management
California
$48.9M
4
TP
4
Tranquility Partners
Tennessee
$904K
5
FAIM
5
Financial Advocates Investment Management
Washington
$760K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$217K
2
Goldman Sachs
2
Goldman Sachs
New York
$814K
3
Morgan Stanley
3
Morgan Stanley
New York
$21.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
176
Mine & Arao Wealth Creation & Management
California
$7K +$79 +1 +1%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$6K – – –
JHCP
178
Jackson Hole Capital Partners
Oklahoma
$5K – – –
BFEC
179
Benjamin F. Edwards & Company
Missouri
$5K +$79 +1 +2%
TWA
180
TCI Wealth Advisors
Arizona
$5K +$5K +70 New
PWPS
181
Pinnacle Wealth Planning Services
Ohio
$5K +$5K +70 New
OIM
182
Oder Investment Management
California
$4K +$4K +52 New
COCM
183
Charter Oak Capital Management
New Hampshire
$4K +$4K +56 New
CFA
184
Carroll Financial Associates
North Carolina
$3K – – –
CAAS
185
Capital Asset Advisory Services
Michigan
$3K – – –
VCM
186
Versant Capital Management
Arizona
$1K – – –
WIM
187
Westside Investment Management
California
$35 – – –
Citadel Advisors
188
Citadel Advisors
Florida
– -$3.22M -44,050 Closed
MWM
189
MinichMacGregor Wealth Management
New York
– -$1.04M -14,288 Closed
Stifel Financial
190
Stifel Financial
Missouri
– -$770K -10,550 Closed
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
– -$345 -4,406 Closed
CAM
192
Concorde Asset Management
Michigan
– -$247K -3,388 Closed
FHA
193
Flagship Harbor Advisors
Massachusetts
– -$88K -1,212 Closed
SWM
194
Sugarloaf Wealth Management
Georgia
– -$63K -860 Closed
FMII
195
Farmers & Merchants Investments Inc
Nebraska
– -$48K -660 Closed
PFS
196
Prospera Financial Services
Texas
– -$37K -512 Closed
VFA
197
Valeo Financial Advisors
Indiana
– -$29K -404 Closed
WP
198
WealthShield Partners
North Carolina
– -$22K -306 Closed
IWP
199
IAG Wealth Partners
Wisconsin
– -$15K -200 Closed
HR
200
Howe & Rusling
New York
– -$2K -32 Closed
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