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iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$41.4M
2
Bank of America
2
Bank of America
North Carolina
$37.2M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$5.51M
4
BCM
4
Brookstone Capital Management
Illinois
$6.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
HNB
2
Huntington National Bank
Ohio
$2.65M
3
FTS
3
Fifth Third Securities
Ohio
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
201
CarsonAllaria Wealth Management
Illinois
$8K +$94 +1 +1%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$7K – – –
CAAS
203
Capital Asset Advisory Services
Michigan
$6K – – –
JHCP
204
Jackson Hole Capital Partners
Oklahoma
$6K – – –
Citigroup
205
Citigroup
New York
$6K – – –
FFA
206
Founders Financial Alliance
North Carolina
$5K +$96 +1 +2%
VCM
207
Versant Capital Management
Arizona
$2K – – –
ZIG
208
Zullo Investment Group
Pennsylvania
$1K – – –
WIM
209
Westside Investment Management
California
$41 +$9 +100 +28%
FTS
210
Fifth Third Securities
Ohio
– -$2.03M -22,991 Closed
Barclays
211
Barclays
United Kingdom
– -$1.11M -12,596 Closed
Vontobel Holding
212
Vontobel Holding
Switzerland
– -$663K -7,500 Closed
SCM
213
Segantii Capital Management
Hong Kong
– -$590K -6,675 Closed
AAS
214
Avantax Advisory Services
Texas
– -$384K -4,347 Closed
BAS
215
Brown Advisory Securities
Maryland
– -$309K -3,500 Closed
F
216
F3Logic
Minnesota
– -$231K -2,623 Closed
CA
217
CoreCap Advisors
Michigan
– -$62K -703 Closed
Bessemer Group
218
Bessemer Group
New Jersey
– -$39K -440 Closed
CCM
219
Covington Capital Management
California
– -$27K -300 Closed
RPCONE
220
Retirement Planning Company of New England
Rhode Island
– -$8K -100 Closed
FHA
221
First Horizon Advisors
Tennessee
– -$6K -76 Closed
PCMC
222
Paragon Capital Management (Colorado)
Colorado
– -$4K -42 Closed
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