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iShares US Utilities ETF
IDU

Overview Fund Activity

223 hedge funds and large institutions have $424M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
223
Holders Change
+14
Holders Change %
+6.7%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$42.7M
2
TC
2
TAP Consulting
Missouri
$5.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FTS
4
Fifth Third Securities
Ohio
$3.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.76M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$55M
2
HNB
2
Huntington National Bank
Ohio
$2.39M
3
BCM
3
Brookstone Capital Management
Illinois
$3.65M
4
KAS
4
Kestra Advisory Services
Texas
$562K
5
SLWA
5
San Luis Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
176
TS Financial Group (TSFG)
Illinois
$30K +$30K +350 New
SWM
177
Sugarloaf Wealth Management
Georgia
$28K – – –
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K – – –
WA
179
Win Advisors
Florida
$28K +$8.81K +101 +46%
SWM
180
SeaCrest Wealth Management
New York
$28K +$28K +328 New
AAP
181
Arax Advisory Partners
Colorado
$27K – – –
FRA
182
Front Row Advisors
California
$27K – – –
FF
183
FourThought Financial
Florida
$26K – – –
MCC
184
Money Concepts Capital
Florida
$25K -$162K -1,855 -87%
JIR
185
James Investment Research
Ohio
$25K – – –
CP
186
Corbenic Partners
Pennsylvania
$24K +$85 +1 +0.4%
FWM
187
Focused Wealth Management
New York
$24K +$85 +1 +0.4%
HI
188
Harbour Investments
Wisconsin
$22K +$22K +259 New
JMF
189
Johnson Midwest Financial
Iowa
$21K – – –
EWM
190
Endurance Wealth Management
Rhode Island
$19K – – –
CHA
191
Carmichael Hill & Associates
Maryland
$19K – – –
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K +$83 +1 +0.5%
SWA
193
Sutton Wealth Advisors
Florida
$17.8K – – –
AIM
194
Anchor Investment Management
South Carolina
$17.1K – – –
EIP
195
Ellis Investment Partners
Pennsylvania
$17K -$4.15K -50 -20%
AA
196
Ancora Advisors
Ohio
$17K – – –
GRP
197
Global Retirement Partners
California
$16K – – –
TWA
198
TCI Wealth Advisors
Arizona
$15K +$15K +180 New
ME
199
McIlrath & Eck
Washington
$14K – – –
CA
200
Clearstead Advisors
Ohio
$14K +$85 +1 +0.6%
6 7
8
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