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iShares US Utilities ETF
IDU

Overview Fund Activity

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$84.1M
2
PCH
PGIM Custom Harvest
New Jersey
$36.8M
3
Bank of America
Bank of America
North Carolina
$39.6M
4
CW
Connectus Wealth
Ohio
$2.87M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.81M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.98M
2
SIS
Strategic Investment Solutions
Illinois
$60.1K
3
JIC
Johnson Investment Counsel
Ohio
$1.41M
4
RJA
Raymond James & Associates
Florida
$2.3M
5
TC
TAP Consulting
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
176
Front Row Advisors
California
$25.6K – – –
AAP
177
Arax Advisory Partners
Colorado
$25.3K – – –
IGWM
178
ICA Group Wealth Management
Colorado
$25.2K +$25.2K +315 New
CG
179
Cutler Group
California
$25K +$25K +323 New
WP
180
WealthShield Partners
North Carolina
$24.5K – – –
TFGT
181
TS Financial Group (TSFG)
Illinois
$24K – – –
AT
182
Arlington Trust
Alabama
$24K +$24K +300 New
FWM
183
Focused Wealth Management
New York
$23.6K +$400 +5 +2%
MFG
184
Mendota Financial Group
Wisconsin
$23.2K – – –
WIM
185
Westside Investment Management
California
$20.8K -$16K -200 -43%
FHA
186
First Horizon Advisors
Tennessee
$17.6K +$11.5K +143 +188%
PWA
187
Provenance Wealth Advisors
Florida
$17.1K – – –
AA
188
Ancora Advisors
Ohio
$16K – – –
AIM
189
Anchor Investment Management
South Carolina
$16K – – –
FCAS
190
First Command Advisory Services
Texas
$14.6K – – –
CA
191
Clearstead Advisors
Ohio
$13.7K -$13.2K -166 -49%
ME
192
McIlrath & Eck
Washington
$13.3K – – –
HBW
193
Hazlett, Burt & Watson
West Virginia
$12K – – –
SC
194
SouthState Corp
Florida
$12K – – –
William Blair & Company
195
William Blair & Company
Illinois
$11.2K -$4.08K -51 -27%
TWC
196
TD Waterhouse Canada
Ontario, Canada
$8.07K – – –
MAWCM
197
Mine & Arao Wealth Creation & Management
California
$7.68K +$160 +2 +2%
BCMLT
198
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.36K – – –
NF
199
Norwood Financial
Pennsylvania
$7.19K – – –
CWM
200
CarsonAllaria Wealth Management
Illinois
$7.02K – – –
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