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iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
201
Retirement Group
California
$4.14K – – –
NS
202
NBC Securities
Alabama
$4K -$4K -50 -50%
AIC
203
Archer Investment Corporation
Indiana
$3.38K – – –
VCM
204
Versant Capital Management
Arizona
$1.77K – – –
TFA
205
Transamerica Financial Advisors
Florida
$1K – – –
AWM
206
Avior Wealth Management
Nebraska
$100 – – –
GI
207
Gradient Investments
Minnesota
$18 – – –
CW
208
Connectus Wealth
Ohio
– -$2.87M -35,787 Closed
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
– -$2.81M -35,161 Closed
SFS
210
Sowell Financial Services
Arkansas
– -$1.08M -13,516 Closed
GCP
211
GSA Capital Partners
United Kingdom
– -$417K -5,212 Closed
Renaissance Technologies
212
Renaissance Technologies
New York
– -$400K -5,000 Closed
PMAM
213
Picton Mahoney Asset Management
Ontario, Canada
– -$343K -4,300 Closed
GBWM
214
Granite Bay Wealth Management
New Hampshire
– -$279K -3,850 Closed
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
– -$259K -3,244 Closed
ASN
216
Advisory Services Network
Georgia
– -$242K -3,025 Closed
MFIM
217
Mesirow Financial Investment Management
Illinois
– -$222K -2,774 Closed
GSIAS
218
Garden State Investment Advisory Services
New Jersey
– -$212K -2,651 Closed
GLA
219
Good Life Advisors
Pennsylvania
– -$201K -2,514 Closed
MJRIC
220
Mogy Joel R Investment Counsel
California
– -$48K -600 Closed
Franklin Resources
221
Franklin Resources
California
– -$26K -325 Closed
CG
222
Cutler Group
California
– -$25K -323 Closed
AT
223
Arlington Trust
Alabama
– -$24K -300 Closed
FWM
224
Focused Wealth Management
New York
– -$23.6K -295 Closed
CCA
225
Criterion Capital Advisors
Tennessee
– -$3.2K -40 Closed
6 7 8
9
10