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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
Goldman Sachs
New York
$4M
5
LPL Financial
LPL Financial
California
$19.6M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
Bank of America
North Carolina
$41.3M
3
FTS
Fifth Third Securities
Ohio
$3.75M
4
FPCP
Fort Point Capital Partners
California
$3.09M
5
SFI
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
201
Mine & Arao Wealth Creation & Management
California
$7.86K +$84 +1 +1%
TWC
202
TD Waterhouse Canada
Ontario, Canada
$7.78K – – –
NF
203
Norwood Financial
Pennsylvania
$7.53K – – –
CWM
204
CarsonAllaria Wealth Management
Illinois
$7.31K +$84 +1 +1%
BWAM
205
Boyd Watterson Asset Management
Ohio
$6.7K – – –
AP
206
Advisors Preferred
Maryland
$5.9K -$59.4K -715 -91%
JHCP
207
Jackson Hole Capital Partners
Oklahoma
$5.19K – – –
PTC
208
Private Trust Company
Ohio
$5.02K – – –
BBHC
209
Brown Brothers Harriman & Co
New York
$4.6K – – –
SWM
210
Spire Wealth Management
Virginia
$4.6K +$4.6K +55 New
FFA
211
Founders Financial Alliance
North Carolina
$4.43K – – –
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.1K – – –
PFA
213
Pathway Financial Advisers
Indiana
$2.8K – – –
RP
214
Rice Partnership
Hawaii
$2.51K +$2.51K +30 New
VCM
215
Versant Capital Management
Arizona
$1.71K – – –
OC
216
Oakworth Capital
Alabama
$1.42K – – –
TFA
217
Transamerica Financial Advisors
Florida
$1K – – –
AWM
218
Avior Wealth Management
Nebraska
$100 – – –
MWM
219
MinichMacGregor Wealth Management
New York
– -$12M -138,873 Closed
SFI
220
SPC Financial Inc
Maryland
– -$2.84M -32,791 Closed
CWM
221
Connecticut Wealth Management
Connecticut
– -$2.46M -28,400 Closed
AC
222
Allstate Corporation
Illinois
– -$1.22M -14,134 Closed
OFG
223
OmniStar Financial Group
North Carolina
– -$794K -9,175 Closed
BAAM
224
Baker Avenue Asset Management
California
– -$469K -5,422 Closed
CW
225
Connectus Wealth
Ohio
– -$433K -4,986 Closed
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