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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$126M
2
B
Bensler
Washington
$16.6M
3
PRS
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
TownSquare Capital
Utah
$7.18M
5
NG
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
Gimbal Financial
Indiana
$0
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
HNB
Huntington National Bank
Ohio
$2.37M
5
KWA
Kellett Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
201
WealthShield Partners
North Carolina
$26.9K – – –
DJSG
202
D.J. St. Germain
Massachusetts
$26.4K – – –
TFGT
203
TS Financial Group (TSFG)
Illinois
$26K – – –
MFG
204
Mendota Financial Group
Wisconsin
$25.5K – – –
IGWM
205
ICA Group Wealth Management
Colorado
$24.6K -$3.08K -35 -11%
CAM
206
Creekmur Asset Management
Illinois
$22.8K +$22.8K +260 New
FHA
207
First Horizon Advisors
Tennessee
$19.4K +$88 +1 +0.5%
PWA
208
Provenance Wealth Advisors
Florida
$18.8K – – –
AA
209
Ancora Advisors
Ohio
$17.6K – – –
AIM
210
Anchor Investment Management
South Carolina
$17.6K – – –
FCAS
211
First Command Advisory Services
Texas
$16.1K – – –
CA
212
Clearstead Advisors
Ohio
$15.2K +$88 +1 +0.6%
GRP
213
Global Retirement Partners
California
$15K -$24.5K -279 -62%
ME
214
McIlrath & Eck
Washington
$14.6K – – –
SC
215
SouthState Corp
Florida
$13.2K – – –
HBW
216
Hazlett, Burt & Watson
West Virginia
$13K – – –
RWMG
217
Redwood Wealth Management Group
New Jersey
$11.8K +$11.8K +134 New
IA
218
IFP Advisors
Florida
$10.7K – – –
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$8.96K +$8.96K +102 New
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.79K – – –
PCM
221
Penserra Capital Management
California
$8K +$8K +90 New
CWM
222
CarsonAllaria Wealth Management
Illinois
$7.72K – – –
BWAM
223
Boyd Watterson Asset Management
Ohio
$7.03K – – –
ATPW
224
Ashton Thomas Private Wealth
Arizona
$6.15K +$6.15K +70 New
JHCP
225
Jackson Hole Capital Partners
Oklahoma
$5.45K – – –
7 8
9
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