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iShares US Utilities ETF
IDU

Overview Fund Activity

201 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$4.65M
2
SIS
2
Strategic Investment Solutions
Illinois
$3.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.37M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$1.77M
5
RJA
5
Raymond James & Associates
Florida
$4.75M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.41M
2
Ameriprise
2
Ameriprise
Minnesota
$1.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.03M
4
SLWA
4
San Luis Wealth Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
176
First Command Advisory Services
Texas
$13.5K +$13.5K +183 New
ME
177
McIlrath & Eck
Washington
$12.2K – – –
SC
178
SouthState Corp
Florida
$11K – – –
HBW
179
Hazlett, Burt & Watson
West Virginia
$11K – – –
First Manhattan
180
First Manhattan
New York
$8.83K – – –
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.18K – – –
TWC
182
TD Waterhouse Canada
Ontario, Canada
$7.03K – – –
NS
183
NBC Securities
Alabama
$7K +$7K +100 New
FIA
184
FNY Investment Advisers
New York
$7K +$7K +100 New
MAWCM
185
Mine & Arao Wealth Creation & Management
California
$6.95K – – –
CAS
186
Coppell Advisory Solutions
Texas
$6.92K -$20.6K -238 -75%
BWS
187
Buck Wealth Strategies
Colorado
$6.62K +$6.62K +90 New
NF
188
Norwood Financial
Pennsylvania
$6.62K – – –
CWM
189
CarsonAllaria Wealth Management
Illinois
$6.46K – – –
BWAM
190
Boyd Watterson Asset Management
Ohio
$5.89K – – –
FHA
191
First Horizon Advisors
Tennessee
$5.59K – – –
PCMC
192
Private Capital Management (Colorado)
Colorado
$5.3K +$5.3K +72 New
JHCP
193
Jackson Hole Capital Partners
Oklahoma
$4.56K – – –
PTC
194
Private Trust Company
Ohio
$4.42K – – –
SWM
195
Spire Wealth Management
Virginia
$4.05K – – –
FFA
196
Founders Financial Alliance
North Carolina
$3.91K – – –
AIC
197
Archer Investment Corporation
Indiana
$2.94K – – –
PFA
198
Pathway Financial Advisers
Indiana
$2.47K +$2.47K +33 New
VCM
199
Versant Capital Management
Arizona
$1.51K – – –
FFA
200
Farther Finance Advisors
California
$1.03K +$147 +2 +17%
6 7
8
9 10