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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
FPCP
2
Fort Point Capital Partners
California
$6.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$12M
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
201
Carmichael Hill & Associates
Maryland
$19K – – –
EWM
202
Endurance Wealth Management
Rhode Island
$19K – – –
SWA
203
Sutton Wealth Advisors
Florida
$18K – – –
AIM
204
Anchor Investment Management
South Carolina
$17.3K – – –
AA
205
Ancora Advisors
Ohio
$17K – – –
RIA
206
Realta Investment Advisors
Delaware
$16.7K +$86 +1 +0.5%
CA
207
Clearstead Advisors
Ohio
$14.4K +$86 +1 +0.6%
ME
208
McIlrath & Eck
Washington
$14.4K – – –
HBW
209
Hazlett, Burt & Watson
West Virginia
$13K – – –
SC
210
SouthState Corp
Florida
$13K – – –
AWM
211
Accel Wealth Management
Iowa
$11.3K – – –
First Manhattan
212
First Manhattan
New York
$10.4K – – –
JIR
213
James Investment Research
Ohio
$10K – – –
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.65K -$18.2K -210 -68%
MCI
215
MRP Capital Investments
Georgia
$8.65K +$8.65K +100 New
TWC
216
TD Waterhouse Canada
Ontario, Canada
$8.64K – – –
MAWCM
217
Mine & Arao Wealth Creation & Management
California
$8.08K +$87 +1 +1%
CWM
218
CarsonAllaria Wealth Management
Illinois
$8K – – –
TFS
219
TrustCore Financial Services
Tennessee
$7.79K – – –
NF
220
Norwood Financial
Pennsylvania
$7.79K -$2.16K -25 -22%
CASC
221
Coppell Advisory Solutions Corp
Texas
$6.92K +$6.92K +80 New
BWAM
222
Boyd Watterson Asset Management
Ohio
$6.92K +$6.92K +80 New
CAS
223
Coppell Advisory Solutions
Texas
$6.92K +$6.92K +80 New
FHA
224
First Horizon Advisors
Tennessee
$6.58K – – –
JHCP
225
Jackson Hole Capital Partners
Oklahoma
$5.37K – – –
7 8
9
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