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iShares US Utilities ETF
IDU

Overview Fund Activity

185 hedge funds and large institutions have $452M invested in iShares US Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
60
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFS
1
Kelly Financial Services
Massachusetts
$173M
2
CWM
2
Connecticut Wealth Management
Connecticut
$2.23M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.92M
4
Bank of America
4
Bank of America
North Carolina
$17M
5
PCH
5
PGIM Custom Harvest
New Jersey
$2.69M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.56M
2
IMC Chicago
2
IMC Chicago
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$13.9M
4
MPPLM
4
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
5
BWA
5
Beam Wealth Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
1
Kelly Financial Services
Massachusetts
$173M 13,613,749 +13,441,700 +7,813%
DWM
2
Destination Wealth Management
California
$51.2M 651,848 +11,735 +2%
Morgan Stanley
3
Morgan Stanley
New York
$22.8M 291,061 +11,700 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.3M 246,244 +6,557 +3%
Bank of America
5
Bank of America
North Carolina
$17M 216,131 +17,800 +9%
LPL Financial
6
LPL Financial
California
$13.9M 177,083 -16,367 -8%
LIA
7
LBMC Investment Advisors
Tennessee
$9.96M 126,914 +1,003 +0.8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.81M 112,235 +6,504 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.14M 103,639 +1,850 +2%
CCT
10
Country Club Trust
Missouri
$7.27M 92,503 -671 -0.7%
CCP
11
Cardan Capital Partners
Colorado
$7.24M 92,249 +4,105 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.74M 60,303 -4,654 -7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.44M 56,539 +10,604 +23%
UBS Group
14
UBS Group
Switzerland
$3.59M 45,750 -9,935 -18%
SPIA
15
Steward Partners Investment Advisory
New York
$3.33M 42,398 +3,433 +9%
Citadel Advisors
16
Citadel Advisors
Florida
$3.31M 42,146 +14,003 +50%
SI
17
Stephens Inc
Arkansas
$2.91M 37,013 – –
Wells Fargo
18
Wells Fargo
California
$2.81M 35,847 -107 -0.3%
Truist Financial
19
Truist Financial
North Carolina
$2.8M 35,607 +1,839 +5%
Ameriprise
20
Ameriprise
Minnesota
$2.79M 35,471 -6,528 -16%
AWM
21
AE Wealth Management
Kansas
$2.77M 35,297 +3,444 +11%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.76M 35,168 -706 -2%
PCH
23
PGIM Custom Harvest
New Jersey
$2.69M 34,265 +17,081 +99%
EHC
24
Everett Harris & Co
California
$2.59M 33,046 -1,300 -4%
RJA
25
Raymond James & Associates
Florida
$2.3M 29,334 -957 -3%
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