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iShares US Utilities ETF
IDU

Overview Fund Activity

174 hedge funds and large institutions have $306M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
40
Reduced
68
Closed
18
Calls
$2.73M
Puts
–
Net Calls
+$2.73M
Net Calls Change
-$2.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.8M
2
CCT
2
Country Club Trust
Missouri
$6.79M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.21M
4
KAS
4
Kestra Advisory Services
Texas
$1.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.47M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.86M
4
Wells Fargo
4
Wells Fargo
California
$4.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$45.1M 308,831 +9,229 +3%
Morgan Stanley
2
Morgan Stanley
New York
$23.3M 159,615 -12,789 -7%
Bank of America
3
Bank of America
North Carolina
$17.2M 117,633 -65,889 -36%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M 110,715 +10,377 +10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$15.8M 108,137 +103,500 +2,232%
LPL Financial
6
LPL Financial
California
$14.5M 99,200 -2,499 -2%
KFS
7
Kelly Financial Services
Massachusetts
$12.4M 85,010 +8,912 +12%
LIA
8
LBMC Investment Advisors
Tennessee
$9.61M 65,789 +492 +0.8%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$8.56M 58,594 -1,004 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.55M 51,728 +5,104 +11%
CCT
11
Country Club Trust
Missouri
$6.79M 46,467 +46,467 New
UBS Group
12
UBS Group
Switzerland
$6.25M 42,782 -20,519 -32%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.47M 37,468 -44,670 -54%
Wells Fargo
14
Wells Fargo
California
$4.78M 32,747 -25,996 -44%
Ameriprise
15
Ameriprise
Minnesota
$4.62M 31,634 -20,914 -40%
Goldman Sachs
16
Goldman Sachs
New York
$4.41M 30,210 -24 -0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.3M 29,467 +4,793 +19%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.86M 26,436 -32,236 -55%
HF
19
HRT Financial
New York
$3.62M 24,819 +4,436 +22%
SI
20
Stephens Inc
Arkansas
$3.5M 23,939 +542 +2%
Citadel Advisors
21
Citadel Advisors
Florida
$3.22M 22,025 -22,949 -51%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.19M 21,853 -11,496 -34%
SPC
23
Sigma Planning Corp
Michigan
$3.14M 21,479 -5,992 -22%
IMC Chicago
24
IMC Chicago
Illinois
$2.78M 19,004 -943 -5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$2.76M 18,871 -184 -1%
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