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iShares US Utilities ETF
IDU

Overview Fund Activity

214 hedge funds and large institutions have $371M invested in iShares US Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
55
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIC
1
Johnson Investment Counsel
Ohio
$3.62M
2
Jane Street
2
Jane Street
New York
$3.28M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.06M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$34.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.89M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.8M
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
201
Norwood Financial
Pennsylvania
$7.36K – – –
CWM
202
CarsonAllaria Wealth Management
Illinois
$7.18K – – –
BWAM
203
Boyd Watterson Asset Management
Ohio
$6.54K – – –
FHA
204
First Horizon Advisors
Tennessee
$6.21K -$87.8K -1,074 -93%
JHCP
205
Jackson Hole Capital Partners
Oklahoma
$5.07K – – –
PTC
206
Private Trust Company
Ohio
$4.91K – – –
SWM
207
Spire Wealth Management
Virginia
$4.5K – – –
FFA
208
Founders Financial Alliance
North Carolina
$4.35K – – –
RG
209
Retirement Group
California
$4.01K +$4.01K +49 New
AIC
210
Archer Investment Corporation
Indiana
$3.27K +$3.27K +40 New
AssetMark Inc
211
AssetMark Inc
California
$2.13K +$2.13K +26 New
VCM
212
Versant Capital Management
Arizona
$1.68K +$80 +1 +5%
TFA
213
Transamerica Financial Advisors
Florida
$1K – – –
FFA
214
Farther Finance Advisors
California
$981 +$981 +12 New
AWM
215
Avior Wealth Management
Nebraska
$100 – – –
FPCP
216
Fort Point Capital Partners
California
– -$3.09M -36,900 Closed
MCC
217
Money Concepts Capital
Florida
– -$132K -13,381 Closed
CCA
218
Cadent Capital Advisors
Oklahoma
– -$821K -9,802 Closed
BAM
219
Belpointe Asset Management
Nevada
– -$649K -7,748 Closed
NIC
220
Northwest Investment Counselors
Oregon
– -$615K -7,350 Closed
AWM
221
Axxcess Wealth Management
California
– -$366K -4,372 Closed
CCA
222
Clearwater Capital Advisors
Illinois
– -$310K -3,700 Closed
Mariner
223
Mariner
Kansas
– -$253K -3,018 Closed
M&T Bank
224
M&T Bank
New York
– -$251K -3,000 Closed
SF
225
Synovus Financial
Georgia
– -$245K -2,923 Closed
6 7 8
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