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iShares US Utilities ETF
IDU

Overview Fund Activity

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$84.1M
2
PCH
PGIM Custom Harvest
New Jersey
$36.8M
3
Bank of America
Bank of America
North Carolina
$39.6M
4
CW
Connectus Wealth
Ohio
$2.87M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.81M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.98M
2
SIS
Strategic Investment Solutions
Illinois
$60.1K
3
JIC
Johnson Investment Counsel
Ohio
$1.41M
4
RJA
Raymond James & Associates
Florida
$2.3M
5
TC
TAP Consulting
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
201
NBC Securities
Alabama
$7K – – –
BWAM
202
Boyd Watterson Asset Management
Ohio
$6.39K – – –
JHCP
203
Jackson Hole Capital Partners
Oklahoma
$4.96K – – –
PTC
204
Private Trust Company
Ohio
$4.8K – – –
BBHC
205
Brown Brothers Harriman & Co
New York
$4.4K -$51K -638 -92%
FFA
206
Founders Financial Alliance
North Carolina
$4.32K +$80 +1 +2%
RG
207
Retirement Group
California
$3.92K +$3.92K +49 New
CCA
208
Criterion Capital Advisors
Tennessee
$3.2K +$3.2K +40 New
AIC
209
Archer Investment Corporation
Indiana
$3.2K – – –
PS
210
Planned Solutions
California
$3.06K +$3.06K +38 New
VCM
211
Versant Capital Management
Arizona
$1.67K – – –
FFA
212
Farther Finance Advisors
California
$1.6K +$480 +6 +43%
PFA
213
Pathway Financial Advisers
Indiana
$1.59K -$1.04K -13 -39%
TFA
214
Transamerica Financial Advisors
Florida
$1K – – –
IHWM
215
Iron Horse Wealth Management
Iowa
$244 +$244 +3 New
AWM
216
Avior Wealth Management
Nebraska
$100 – – –
TC
217
TAP Consulting
Missouri
– -$2.32M -31,479 Closed
UCFA
218
United Capital Financial Advisors
Texas
– -$1.57M -21,303 Closed
Two Sigma Investments
219
Two Sigma Investments
New York
– -$934K -12,700 Closed
WA
220
Win Advisors
Florida
– -$392K -5,327 Closed
CCM
221
Callodine Capital Management
Massachusetts
– -$368K -5,000 Closed
TSS
222
Two Sigma Securities
New York
– -$242K -3,288 Closed
BCM
223
Brookstone Capital Management
Illinois
– -$233K -3,176 Closed
ACA
224
Aptus Capital Advisors
Alabama
– -$140K -1,909 Closed
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$100K -1,350 Closed
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