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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$126M
2
B
Bensler
Washington
$16.6M
3
PRS
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
TownSquare Capital
Utah
$7.18M
5
NG
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
Gimbal Financial
Indiana
$0
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
HNB
Huntington National Bank
Ohio
$2.37M
5
KWA
Kellett Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
176
Householder Group Estate & Retirement Specialist
Arizona
$61K +$261 +3 +0.4%
LWANC
177
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.7K – – –
AAP
178
Arax Advisory Partners
Colorado
$57.8K +$30.1K +342 +108%
SIS
179
Strategic Investment Solutions
Illinois
$55.3K +$55.3K +700 New
William Blair & Company
180
William Blair & Company
Illinois
$54.5K +$42.2K +480 +343%
Citigroup
181
Citigroup
New York
$53.2K -$5.89K -67 -10%
CT
182
Colonial Trust
South Carolina
$52.7K – – –
CIAS
183
Capital Investment Advisory Services
North Carolina
$50.4K +$176 +2 +0.4%
SWA
184
SOA Wealth Advisors
New York
$47.8K – – –
WIA
185
Wetzel Investment Advisors
Indiana
$45.7K – – –
SNB
186
Security National Bank
Nebraska
$43.9K – – –
TWC
187
TD Waterhouse Canada
Ontario, Canada
$42.8K +$34.1K +390 +390%
DCM
188
Davis Capital Management
Florida
$40.6K – – –
CWP
189
Concord Wealth Partners
Virginia
$36.7K +$3.6K +41 +11%
CAS
190
Coppell Advisory Solutions
Texas
$35.9K +$35.9K +408 New
MPCG
191
Matrix Private Capital Group
New York
$35.2K – – –
BHWM
192
Beaird Harris Wealth Management
Texas
$34.8K – – –
KFS
193
Kelly Financial Services
Massachusetts
$34.2K -$6.68K -76 -16%
HNB
194
Hilltop National Bank
Wyoming
$33K – – –
CB
195
Chris Bulman
California
$32.6K +$32.6K +371 New
CTWM
196
Cherry Tree Wealth Management
Minnesota
$31.3K – – –
IAIM
197
International Assets Investment Management
Florida
$29K +$29K +330 New
SWM
198
Sugarloaf Wealth Management
Georgia
$28.6K – – –
FRA
199
Front Row Advisors
California
$28.1K – – –
WIM
200
Westside Investment Management
California
$27.2K +$4.39K +50 +19%
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