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iShares US Utilities ETF
IDU

Overview Fund Activity

269 hedge funds and large institutions have $1.93B invested in iShares US Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
41
Increased
85
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.3B
2
Two Sigma Investments
Two Sigma Investments
New York
$5.46M
3
Goldman Sachs
Goldman Sachs
New York
$8.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.23M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.8M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$0
2
Fidelity International
Fidelity International
Bermuda
$0
3
GF
Gimbal Financial
Indiana
$0
4
CA
Crumly & Associates
Illinois
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1CM
176
1492 Capital Management
Wisconsin
$210K +$210K +2,190 New
Envestnet Portfolio Solutions
177
Envestnet Portfolio Solutions
Illinois
$207K +$1.54K +16 +0.7%
KWS
178
Keystone Wealth Services
California
$204K – – –
MCM
179
MAI Capital Management
Ohio
$193K -$30.5K -317 -14%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$193K +$193K +2,001 New
TRCT
181
Tower Research Capital (TRC)
New York
$175K +$175K +1,817 New
CTC
182
Central Trust Company
Missouri
$160K – – –
AAMA
183
Advanced Asset Management Advisors
Ohio
$155K – – –
US Bancorp
184
US Bancorp
Minnesota
$149K – – –
AEPWM
185
Atlantic Edge Private Wealth Management
Florida
$147K -$14.4K -150 -9%
AF
186
Allworth Financial
California
$139K +$3.98K +40 +3%
PS
187
Principal Securities
Iowa
$135K -$3.56K -37 -3%
GT
188
Glenmede Trust
Pennsylvania
$135K -$96.2K -1,000 -42%
S
189
SignatureFD
Georgia
$120K +$2.6K +27 +2%
Citigroup
190
Citigroup
New York
$117K +$57.6K +599 +96%
NWWA
191
New Wave Wealth Advisors
Arkansas
$117K +$117K +1,214 New
AF
192
Advisornet Financial
Minnesota
$105K +$770 +8 +0.7%
SWM
193
Spire Wealth Management
Virginia
$96.2K – – –
CAL
194
Capital Analysts LLC
Pennsylvania
$96K – – –
RA
195
Rise Advisors
New York
$94.3K +$578 +6 +0.6%
FWP
196
FAS Wealth Partners
Kansas
$94.3K – – –
CWC
197
Carolinas Wealth Consulting
North Carolina
$90.9K – – –
PMAM
198
Picton Mahoney Asset Management
Ontario, Canada
$87K +$87K +900 New
BCWM
199
Bartlett & Co Wealth Management
Ohio
$77K – – –
SCM
200
Sterling Capital Management
North Carolina
$74.1K – – –
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8
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