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iShares US Utilities ETF
IDU

Overview Fund Activity

255 hedge funds and large institutions have $792M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
81
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M
2
AWM
2
Apollon Wealth Management
South Carolina
$13.5M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M
5
GF
5
Gimbal Financial
Indiana
$7.96M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.8M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
HNB
3
Huntington National Bank
Ohio
$2.74M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
GS
5
GTS Securities
New York
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
176
Trilogy Capital
California
$206K +$206K +2,017 New
Neuberger Berman Group
177
Neuberger Berman Group
New York
$204K +$204K +2,000 New
AEPWM
178
Atlantic Edge Private Wealth Management
Florida
$171K -$4.59K -45 -3%
CTC
179
Central Trust Company
Missouri
$170K – – –
AP
180
Advisors Preferred
Maryland
$164K +$164K +1,596 New
US Bancorp
181
US Bancorp
Minnesota
$158K – – –
PS
182
Principal Securities
Iowa
$147K -$114K -1,118 -44%
AAMA
183
Advanced Asset Management Advisors
Ohio
$141K – – –
AF
184
Allworth Financial
California
$138K +$204 +2 +0.1%
HI
185
Harbour Investments
Wisconsin
$137K +$64K +627 +88%
S
186
SignatureFD
Georgia
$125K -$2.35K -23 -2%
AF
187
Advisornet Financial
Minnesota
$110K +$2.96K +29 +3%
SWM
188
Spire Wealth Management
Virginia
$102K -$13.8K -135 -12%
CAL
189
Capital Analysts LLC
Pennsylvania
$102K +$10.3K +101 +11%
FWP
190
FAS Wealth Partners
Kansas
$100K – – –
AFS
191
Annapolis Financial Services
Maryland
$99.4K – – –
RA
192
Rise Advisors
New York
$99.3K +$612 +6 +0.6%
CWC
193
Carolinas Wealth Consulting
North Carolina
$96.4K – – –
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.5K -$158K -1,550 -65%
BCWM
195
Bartlett & Co Wealth Management
Ohio
$81.6K – – –
SCM
196
Sterling Capital Management
North Carolina
$78.6K +$78.6K +770 New
SIS
197
Strategic Investment Solutions
Illinois
$76.7K +$5.31K +52 +7%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
MG
199
Mather Group
Illinois
$74.7K – – –
AW
200
Avion Wealth
Texas
$73K – – –
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