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iShares US Utilities ETF
IDU

Overview Fund Activity

187 hedge funds and large institutions have $297M invested in iShares US Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
42
Reduced
63
Closed
19
Calls
$485K
Puts
–
Net Calls
+$485K
Net Calls Change
-$27K

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$7.01M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.35M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.24M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.08M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$738K
2
CWM
2
Connecticut Wealth Management
Connecticut
$0
3
Wells Fargo
3
Wells Fargo
California
$2.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$516K
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$50.9M 640,113 +10,270 +2%
Morgan Stanley
2
Morgan Stanley
New York
$22.2M 279,361 +8,047 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.1M 239,687 +30,572 +15%
Bank of America
4
Bank of America
North Carolina
$15.8M 198,331 -5,405 -3%
LPL Financial
5
LPL Financial
California
$15.4M 193,450 +3,014 +2%
KFS
6
Kelly Financial Services
Massachusetts
$13.7M 172,049 +5,325 +3%
LIA
7
LBMC Investment Advisors
Tennessee
$10M 125,911 +351 +0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.41M 105,731 -408 -0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.1M 101,789 -15,337 -13%
CCT
10
Country Club Trust
Missouri
$7.36M 93,174 +456 +0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.35M 92,363 +68,467 +287%
CCP
12
Cardan Capital Partners
Colorado
$7.01M 88,144 +88,144 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.17M 64,957 +1,047 +2%
UBS Group
14
UBS Group
Switzerland
$4.43M 55,685 +552 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.66M 45,935 +4,977 +12%
IMC Chicago
16
IMC Chicago
Illinois
$3.43M 43,116 -1,482 -3%
Ameriprise
17
Ameriprise
Minnesota
$3.38M 41,999 -16,113 -28%
SPIA
18
Steward Partners Investment Advisory
New York
$3.1M 38,965 +8,837 +29%
SI
19
Stephens Inc
Arkansas
$2.95M 37,013 -8,735 -19%
Wells Fargo
20
Wells Fargo
California
$2.86M 35,954 -26,624 -43%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.86M 35,874 -985 -3%
EHC
22
Everett Harris & Co
California
$2.73M 34,346 -1,000 -3%
Truist Financial
23
Truist Financial
North Carolina
$2.69M 33,768 +3,722 +12%
AWM
24
AE Wealth Management
Kansas
$2.53M 31,853 +5,649 +22%
RJA
25
Raymond James & Associates
Florida
$2.41M 30,291 -538 -2%
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