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iShares US Utilities ETF
IDU

Overview Fund Activity

186 hedge funds and large institutions have $296M invested in iShares US Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 150 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
150
Reduced
9
Closed
13
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
-$2.22M

Top Buyers

1
DWM
1
Destination Wealth Management
California
$48.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M
4
LPL Financial
4
LPL Financial
California
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$15.8M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$217K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$814K
4
MWM
4
MinichMacGregor Wealth Management
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$48.9M 629,843 +321,012 +104%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M 271,314 +111,699 +70%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M 209,115 +98,400 +89%
Bank of America
4
Bank of America
North Carolina
$15.8M 203,736 +86,103 +73%
LPL Financial
5
LPL Financial
California
$14.8M 190,436 +91,236 +92%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$13.1M 168,430 +60,293 +56%
KFS
7
Kelly Financial Services
Massachusetts
$12.9M 166,724 +81,714 +96%
LIA
8
LBMC Investment Advisors
Tennessee
$9.74M 125,560 +59,771 +91%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.09M 117,126 +79,658 +213%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.24M 106,139 +54,411 +105%
CCT
11
Country Club Trust
Missouri
$7.09M 92,718 +46,251 +100%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.96M 63,910 +34,443 +117%
Wells Fargo
13
Wells Fargo
California
$4.86M 62,578 +29,831 +91%
Ameriprise
14
Ameriprise
Minnesota
$4.51M 58,112 +26,478 +84%
UBS Group
15
UBS Group
Switzerland
$4.28M 55,133 +12,351 +29%
SI
16
Stephens Inc
Arkansas
$3.55M 45,748 +21,809 +91%
IMC Chicago
17
IMC Chicago
Illinois
$3.46M 44,598 +25,594 +135%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.18M 40,958 +19,105 +87%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.96M 38,110 +19,560 +105%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.86M 36,859 +17,988 +95%
EHC
21
Everett Harris & Co
California
$2.74M 35,346 +17,773 +101%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.46M 31,642 +5,206 +20%
HNB
23
Huntington National Bank
Ohio
– – – –
RJA
24
Raymond James & Associates
Florida
$2.39M 30,829 +15,277 +98%
SPIA
25
Steward Partners Investment Advisory
New York
$2.34M 30,128 +14,991 +99%
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