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iShares US Utilities ETF
IDU

Overview Fund Activity

255 hedge funds and large institutions have $792M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
81
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M
2
AWM
2
Apollon Wealth Management
South Carolina
$13.5M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M
5
GF
5
Gimbal Financial
Indiana
$7.96M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.8M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
HNB
3
Huntington National Bank
Ohio
$2.74M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
GS
5
GTS Securities
New York
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
MGB Wealth Management
Texas
$70.4K – – –
LWANC
202
Laurel Wealth Advisors (North Carolina)
North Carolina
$68.2K – – –
Citigroup
203
Citigroup
New York
$63.4K +$1.53K +15 +2%
William Blair & Company
204
William Blair & Company
Illinois
$63.3K – – –
AAP
205
Arax Advisory Partners
Colorado
$61.3K -$5.82K -57 -9%
CT
206
Colonial Trust
South Carolina
$61.2K – – –
CIAS
207
Capital Investment Advisory Services
North Carolina
$58.9K +$408 +4 +0.7%
UB
208
UMB Bank
Missouri
$57.6K -$13.8K -135 -19%
SWA
209
SOA Wealth Advisors
New York
$55.5K – – –
SNB
210
Security National Bank
Nebraska
$51K – – –
TWC
211
TD Waterhouse Canada
Ontario, Canada
$50.2K – – –
DCM
212
Davis Capital Management
Florida
$47.5K – – –
CAS
213
Coppell Advisory Solutions
Texas
$41.4K – – –
MPCG
214
Matrix Private Capital Group
New York
$40.8K – – –
BHWM
215
Beaird Harris Wealth Management
Texas
$40.4K – – –
CWP
216
Concord Wealth Partners
Virginia
$38.9K -$3.78K -37 -9%
HNB
217
Hilltop National Bank
Wyoming
$38.4K – – –
CTWM
218
Cherry Tree Wealth Management
Minnesota
$36.3K – – –
SWM
219
Sugarloaf Wealth Management
Georgia
$33.2K – – –
FRA
220
Front Row Advisors
California
$32.6K – – –
WIM
221
Westside Investment Management
California
$31.6K – – –
WP
222
WealthShield Partners
North Carolina
$31.2K – – –
TFGT
223
TS Financial Group (TSFG)
Illinois
$31K – – –
DJSG
224
D.J. St. Germain
Massachusetts
$30.6K – – –
MFG
225
Mendota Financial Group
Wisconsin
$29.6K – – –
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