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iShares US Utilities ETF
IDU

Overview Fund Activity

182 hedge funds and large institutions have $290M invested in iShares US Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
58
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EL
1
Essex LLC
Illinois
$2.89M
2
FTS
2
Fifth Third Securities
Ohio
$1.79M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M
4
DWM
4
Destination Wealth Management
California
$52.8M
5
PCH
5
PGIM Custom Harvest
New Jersey
$4M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$13.6M
2
AWM
2
AE Wealth Management
Kansas
$490K
3
Bank of America
3
Bank of America
North Carolina
$15.1M
4
TRCT
4
Tower Research Capital (TRC)
New York
$542K
5
SI
5
Stephens Inc
Arkansas
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$52.8M 669,064 +17,216 +3%
Morgan Stanley
2
Morgan Stanley
New York
$24M 304,322 +13,261 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.9M 239,182 -7,062 -3%
Bank of America
4
Bank of America
North Carolina
$15.1M 190,745 -25,386 -12%
LPL Financial
5
LPL Financial
California
$14.3M 180,789 +3,706 +2%
KFS
6
Kelly Financial Services
Massachusetts
$13.6M 172,718 -13,441,031 -99%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.91M 112,850 +615 +0.5%
CCP
8
Cardan Capital Partners
Colorado
$8.03M 101,769 +9,520 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.87M 99,687 -3,952 -4%
CCT
10
Country Club Trust
Missouri
$7.2M 90,474 -2,029 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.26M 66,589 +10,050 +18%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.77M 60,414 +111 +0.2%
PCH
13
PGIM Custom Harvest
New Jersey
$4M 50,614 +16,349 +48%
UBS Group
14
UBS Group
Switzerland
$3.87M 48,991 +3,241 +7%
SPIA
15
Steward Partners Investment Advisory
New York
$3.48M 44,134 +1,736 +4%
Truist Financial
16
Truist Financial
North Carolina
$3.28M 41,593 +5,986 +17%
Ameriprise
17
Ameriprise
Minnesota
$3.06M 37,981 +2,510 +7%
Wells Fargo
18
Wells Fargo
California
$2.96M 37,520 +1,673 +5%
EL
19
Essex LLC
Illinois
$2.89M 36,653 +36,653 New
Goldman Sachs
20
Goldman Sachs
New York
$2.76M 34,998 +8,842 +34%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.76M 34,919 -249 -0.7%
EHC
22
Everett Harris & Co
California
$2.61M 33,046 – –
RJA
23
Raymond James & Associates
Florida
$2.54M 32,214 +2,880 +10%
PAG
24
Private Advisor Group
New Jersey
$2.5M 31,698 +8,999 +40%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.33M 29,499 +311 +1%
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