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iShares US Utilities ETF
IDU

Overview Fund Activity

201 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$4.65M
2
SIS
2
Strategic Investment Solutions
Illinois
$3.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.37M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$1.77M
5
RJA
5
Raymond James & Associates
Florida
$4.75M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.41M
2
Ameriprise
2
Ameriprise
Minnesota
$1.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.03M
4
SLWA
4
San Luis Wealth Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
201
Transamerica Financial Advisors
Florida
$1K – – –
AWM
202
Avior Wealth Management
Nebraska
$100 – – –
PG
203
Prostatis Group
Maryland
– -$70.6K -76,763 Closed
SLWA
204
San Luis Wealth Advisors
California
– -$3.37M -41,232 Closed
Jane Street
205
Jane Street
New York
– -$3.28M -40,108 Closed
Prudential Financial
206
Prudential Financial
New Jersey
– -$1.97M -24,047 Closed
NF
207
Nikulski Financial
Iowa
– -$746K -9,125 Closed
FTS
208
Fifth Third Securities
Ohio
– -$611K -7,469 Closed
CA
209
CoreCap Advisors
Michigan
– -$507K -6,197 Closed
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
– -$476K -5,823 Closed
BFS
211
Bard Financial Services
Connecticut
– -$384K -4,700 Closed
OCPWS
212
One Charles Private Wealth Services
Massachusetts
– -$339K -4,141 Closed
RPGK
213
Retirement Planning Group (Kansas)
Kansas
– -$228K -2,784 Closed
CB
214
Commerce Bank
Missouri
– -$221K -2,702 Closed
USCWA
215
U.S. Capital Wealth Advisors
Texas
– -$216K -2,639 Closed
AP
216
Americana Partners
Texas
– -$212K -2,593 Closed
HT
217
Heritage Trust
Oklahoma
– -$209K -2,558 Closed
WTB
218
Washington Trust Bank
Washington
– -$208K -2,541 Closed
KNW
219
Kesler Norman & Wride
Utah
– -$202K -2,468 Closed
MCI
220
MRP Capital Investments
Georgia
– -$119K -1,450 Closed
IAIM
221
Industrial Alliance Investment Management
Quebec, Canada
– -$106K -1,299 Closed
IGWM
222
ICA Group Wealth Management
Colorado
– -$56.8K -695 Closed
CA
223
Centerpoint Advisors
Massachusetts
– -$44K -543 Closed
MCM
224
MV Capital Management
Maryland
– -$40.9K -500 Closed
TFP
225
Tilia Fiduciary Partners
North Carolina
– -$31.8K -388 Closed
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