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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
FPCP
2
Fort Point Capital Partners
California
$6.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$12M
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
SOA Wealth Advisors
New York
$47.1K – – –
LWANC
177
Laurel Wealth Advisors (North Carolina)
North Carolina
$44.7K +$26K +301 +139%
CA
178
CoreCap Advisors
Michigan
$43.4K +$43.4K +501 New
MCM
179
MV Capital Management
Maryland
$43.3K – – –
Franklin Resources
180
Franklin Resources
California
$43.3K – – –
MRCM
181
M&R Capital Management
New Jersey
$38.4K +$38.4K +444 New
BC
182
Bartlett & Co
Ohio
$35K – – –
BCWM
183
Bartlett & Co Wealth Management
Ohio
$34.6K – – –
BHWM
184
Beaird Harris Wealth Management
Texas
$34.3K – – –
UB
185
UMB Bank
Missouri
$34K – – –
TFP
186
Tilia Fiduciary Partners
North Carolina
$33.2K +$260 +3 +0.8%
WA
187
Win Advisors
Florida
$32.6K +$5.02K +58 +18%
CWP
188
Concord Wealth Partners
Virginia
$32.5K +$32.5K +376 New
FCB
189
First Command Bank
Texas
$32K +$32K +367 New
FCFS
190
First Command Financial Services
Texas
$32K +$32K +367 New
HI
191
Harbour Investments
Wisconsin
$31.1K +$8.74K +101 +39%
ACM
192
Antonetti Capital Management
Florida
$30.6K – – –
TFGT
193
TS Financial Group (TSFG)
Illinois
$30K – – –
SWM
194
Sugarloaf Wealth Management
Georgia
$28.1K – – –
FRA
195
Front Row Advisors
California
$28K – – –
AAP
196
Arax Advisory Partners
Colorado
$27.3K – – –
MFG
197
Mendota Financial Group
Wisconsin
$25.1K +$25.1K +290 New
FWM
198
Focused Wealth Management
New York
$24.8K +$173 +2 +0.7%
GRP
199
Global Retirement Partners
California
$24.2K -$14.1K -163 -37%
PMFA
200
Plante Moran Financial Advisors
Michigan
$19.7K +$19.7K +228 New
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