IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
Goldman Sachs
New York
$4M
5
LPL Financial
LPL Financial
California
$19.6M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
Bank of America
North Carolina
$41.3M
3
FTS
Fifth Third Securities
Ohio
$3.75M
4
FPCP
Fort Point Capital Partners
California
$3.09M
5
SFI
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$29.6K +$6.06K +72 +26%
ACM
177
Antonetti Capital Management
Florida
$29.6K – – –
TFGT
178
TS Financial Group (TSFG)
Illinois
$29K – – –
Franklin Resources
179
Franklin Resources
California
$27.2K -$14.6K -175 -35%
SWM
180
Sugarloaf Wealth Management
Georgia
$27.2K – – –
FRA
181
Front Row Advisors
California
$27K – – –
AAP
182
Arax Advisory Partners
Colorado
$26.5K – – –
MFG
183
Mendota Financial Group
Wisconsin
$26.4K – – –
FWM
184
Focused Wealth Management
New York
$24.2K +$167 +2 +0.7%
CHA
185
Carmichael Hill & Associates
Maryland
$18.4K – – –
EWM
186
Endurance Wealth Management
Rhode Island
$18K – – –
SWA
187
Sutton Wealth Advisors
Florida
$17.4K – – –
AA
188
Ancora Advisors
Ohio
$16.7K – – –
AIM
189
Anchor Investment Management
South Carolina
$16.7K – – –
WP
190
WealthPLAN Partners
Nebraska
$14.4K +$14.4K +172 New
CA
191
Clearstead Advisors
Ohio
$14.1K +$84 +1 +0.6%
ME
192
McIlrath & Eck
Washington
$13.9K – – –
HBW
193
Hazlett, Burt & Watson
West Virginia
$13K – – –
SC
194
SouthState Corp
Florida
$12.6K – – –
KM
195
Kalos Management
Georgia
$11.2K -$250K -2,989 -96%
AWM
196
Accel Wealth Management
Iowa
$10.9K – – –
First Manhattan
197
First Manhattan
New York
$10K – – –
JIR
198
James Investment Research
Ohio
$10K – – –
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$8.88K +$229 +2,736 +3%
BCMLT
200
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.37K – – –
6 7
8
9 10