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iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
176
Westside Investment Management
California
$22K – – –
FHA
177
First Horizon Advisors
Tennessee
$18.6K +$85 +1 +0.5%
PWA
178
Provenance Wealth Advisors
Florida
$18.1K – – –
AA
179
Ancora Advisors
Ohio
$16.9K – – –
AIM
180
Anchor Investment Management
South Carolina
$16.9K – – –
RIA
181
Realta Investment Advisors
Delaware
$16.7K +$16.7K +198 New
CA
182
Clearstead Advisors
Ohio
$15.7K – – –
FCAS
183
First Command Advisory Services
Texas
$15.5K – – –
ME
184
McIlrath & Eck
Washington
$14K – – –
HBW
185
Hazlett, Burt & Watson
West Virginia
$13K – – –
SC
186
SouthState Corp
Florida
$12.7K – – –
William Blair & Company
187
William Blair & Company
Illinois
$11.8K – – –
IA
188
IFP Advisors
Florida
$10.3K -$43.5K -515 -81%
FFA
189
Farther Finance Advisors
California
$10.2K +$8.5K +101 +505%
BCMLT
190
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.45K – – –
TWC
191
TD Waterhouse Canada
Ontario, Canada
$8.4K – – –
MAWCM
192
Mine & Arao Wealth Creation & Management
California
$8.16K +$84 +1 +1%
NF
193
Norwood Financial
Pennsylvania
$7.61K – – –
CWM
194
CarsonAllaria Wealth Management
Illinois
$7.42K – – –
BWAM
195
Boyd Watterson Asset Management
Ohio
$6.76K – – –
JHCP
196
Jackson Hole Capital Partners
Oklahoma
$5.24K – – –
PTC
197
Private Trust Company
Ohio
$5.07K – – –
BBHC
198
Brown Brothers Harriman & Co
New York
$4.65K – – –
FFA
199
Founders Financial Alliance
North Carolina
$4.6K – – –
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.23K +$4.23K +50 New
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8
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