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iShares US Utilities ETF
IDU

Overview Fund Activity

223 hedge funds and large institutions have $424M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+14
Holders Change %
+6.7%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$42.7M
2
TC
2
TAP Consulting
Missouri
$5.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FTS
4
Fifth Third Securities
Ohio
$3.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.76M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$55M
2
HNB
2
Huntington National Bank
Ohio
$2.39M
3
BCM
3
Brookstone Capital Management
Illinois
$3.65M
4
KAS
4
Kestra Advisory Services
Texas
$562K
5
SLWA
5
San Luis Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
201
Hazlett, Burt & Watson
West Virginia
$13K – – –
SC
202
SouthState Corp
Florida
$13K – – –
AWM
203
Accel Wealth Management
Iowa
$11K -$49.8K -588 -82%
First Manhattan
204
First Manhattan
New York
$11K – – –
NF
205
Norwood Financial
Pennsylvania
$10K -$870 -10 -8%
TWC
206
TD Waterhouse Canada
Ontario, Canada
$8.76K – – –
TFS
207
TrustCore Financial Services
Tennessee
$8K – – –
MAWCM
208
Mine & Arao Wealth Creation & Management
California
$8K – – –
CWM
209
CarsonAllaria Wealth Management
Illinois
$7K – – –
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$7K – – –
CAAS
211
Capital Asset Advisory Services
Michigan
$6K – – –
FHA
212
First Horizon Advisors
Tennessee
$6K +$6K +76 New
JHCP
213
Jackson Hole Capital Partners
Oklahoma
$5K – – –
BBHC
214
Brown Brothers Harriman & Co
New York
$5K +$5K +55 New
PTC
215
Private Trust Company
Ohio
$5K +$5K +60 New
FFA
216
Founders Financial Alliance
North Carolina
$4K – – –
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.41K -$7.85K -92 -70%
VCM
218
Versant Capital Management
Arizona
$2K – – –
TFA
219
Transamerica Financial Advisors
Florida
$2K +$2K +14 New
ZIG
220
Zullo Investment Group
Pennsylvania
$1K – – –
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$150 +$3 +33 +2%
WIM
222
Westside Investment Management
California
$39 – – –
SLWA
223
San Luis Wealth Advisors
California
– -$889K -10,051 Closed
WI
224
WBI Investments
New Jersey
– -$532K -5,955 Closed
Marshall Wace
225
Marshall Wace
United Kingdom
– -$476K -5,233 Closed
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