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iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$41.4M
2
Bank of America
Bank of America
North Carolina
$37.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.51M
4
BCM
Brookstone Capital Management
Illinois
$6.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.8M
2
HNB
Huntington National Bank
Ohio
$2.65M
3
FTS
Fifth Third Securities
Ohio
$0
4
SPIA
Steward Partners Investment Advisory
New York
$2.25M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
176
FourThought Financial
Florida
$27K +$27K +300 New
JIR
177
James Investment Research
Ohio
$26K – – –
CP
178
Corbenic Partners
Pennsylvania
$26K +$184 +2 +0.7%
FWM
179
Focused Wealth Management
New York
$26K +$184 +2 +0.7%
EIP
180
Ellis Investment Partners
Pennsylvania
$23K -$15.5K -172 -40%
JMF
181
Johnson Midwest Financial
Iowa
$23K – – –
WA
182
Win Advisors
Florida
$20K -$636 -7 -3%
CHA
183
Carmichael Hill & Associates
Maryland
$20K – – –
EWM
184
Endurance Wealth Management
Rhode Island
$20K – – –
LWANC
185
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K – – –
SWA
186
Sutton Wealth Advisors
Florida
$18.9K – – –
AIM
187
Anchor Investment Management
South Carolina
$18.2K – – –
AA
188
Ancora Advisors
Ohio
$18K – – –
1832 Asset Management
189
1832 Asset Management
Ontario, Canada
$18K +$18K +200 New
GRP
190
Global Retirement Partners
California
$17K +$17K +183 New
ME
191
McIlrath & Eck
Washington
$15K – – –
CA
192
Clearstead Advisors
Ohio
$15K +$91 +1 +0.6%
SC
193
SouthState Corp
Florida
$14K – – –
HBW
194
Hazlett, Burt & Watson
West Virginia
$14K +$14K +150 New
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K – – –
NF
196
Norwood Financial
Pennsylvania
$11K – – –
First Manhattan
197
First Manhattan
New York
$11K +$773 +9 +8%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$9.2K – – –
TFS
199
TrustCore Financial Services
Tennessee
$8K – – –
MAWCM
200
Mine & Arao Wealth Creation & Management
California
$8K +$87 +1 +1%
5 6 7
8
9