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iShares US Utilities ETF
IDU

Overview Fund Activity

269 hedge funds and large institutions have $1.93B invested in iShares US Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
41
Increased
85
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.3B
2
Two Sigma Investments
Two Sigma Investments
New York
$5.46M
3
Goldman Sachs
Goldman Sachs
New York
$8.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.23M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.8M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$0
2
Fidelity International
Fidelity International
Bermuda
$0
3
GF
Gimbal Financial
Indiana
$0
4
CA
Crumly & Associates
Illinois
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
201
Strategic Investment Solutions
Illinois
$72.4K – – –
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$72K – – –
MG
203
Mather Group
Illinois
$70.4K – – –
MWM
204
MGB Wealth Management
Texas
$66.4K – – –
LWANC
205
Laurel Wealth Advisors (North Carolina)
North Carolina
$64.3K – – –
AW
206
Avion Wealth
Texas
$63K -$5.73K -60 -8%
William Blair & Company
207
William Blair & Company
Illinois
$59.7K – – –
AAP
208
Arax Advisory Partners
Colorado
$57.8K – – –
CT
209
Colonial Trust
South Carolina
$57.7K – – –
CIAS
210
Capital Investment Advisory Services
North Carolina
$55.9K +$385 +4 +0.7%
UB
211
UMB Bank
Missouri
$54.4K – – –
SWA
212
SOA Wealth Advisors
New York
$52.3K – – –
SNB
213
Security National Bank
Nebraska
$48.1K – – –
TWC
214
TD Waterhouse Canada
Ontario, Canada
$47K – – –
DCM
215
Davis Capital Management
Florida
$44.8K – – –
CAWM
216
Capital A Wealth Management
Pennsylvania
$44.1K +$44.1K +458 New
CAS
217
Coppell Advisory Solutions
Texas
$39.3K – – –
MPCG
218
Matrix Private Capital Group
New York
$38.5K – – –
BHWM
219
Beaird Harris Wealth Management
Texas
$38.1K – – –
CWP
220
Concord Wealth Partners
Virginia
$36.6K – – –
HNB
221
Hilltop National Bank
Wyoming
$35.2K -$962 -10 -3%
CTWM
222
Cherry Tree Wealth Management
Minnesota
$34.3K – – –
SWM
223
Sugarloaf Wealth Management
Georgia
$31.3K – – –
FRA
224
Front Row Advisors
California
$30.8K – – –
WIM
225
Westside Investment Management
California
$29.8K – – –
7 8
9
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