IDU icon

iShares US Utilities ETF
IDU

Overview Fund Activity

209 hedge funds and large institutions have $402M invested in iShares US Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
62
Reduced
52
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$149K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$41.4M
2
Bank of America
2
Bank of America
North Carolina
$37.2M
3
CCB
3
Country Club Bank
Missouri
$8.22M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$5.51M
5
BCM
5
Brookstone Capital Management
Illinois
$6.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
FTS
2
Fifth Third Securities
Ohio
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.25M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$572K
5
Goldman Sachs
5
Goldman Sachs
New York
$2.37M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$61.4M 674,522 -3,955 -0.6%
Prudential Financial
2
Prudential Financial
New Jersey
$41.4M 454,509 +394,252 +654%
Bank of America
3
Bank of America
North Carolina
$37.2M 408,719 +204,900 +101%
Morgan Stanley
4
Morgan Stanley
New York
$33.3M 366,255 +54,118 +17%
LPL Financial
5
LPL Financial
California
$19.2M 211,130 +8,139 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.8M 206,707 -29,510 -12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15M 165,037 +57,156 +53%
LIA
8
LBMC Investment Advisors
Tennessee
$11.2M 122,831 -46 -0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.6M 105,503 -1,359 -1%
CCB
10
Country Club Bank
Missouri
$8.22M 90,257 +90,257 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.16M 78,633 +5,311 +7%
Ameriprise
12
Ameriprise
Minnesota
$6.64M 73,660 +44,257 +151%
BCM
13
Brookstone Capital Management
Illinois
$6.4M 69,111 +57,882 +515%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$5.51M 60,455 +60,455 New
Osaic Holdings
15
Osaic Holdings
Arizona
$4.86M 53,803 -1,861 -3%
UBS Group
16
UBS Group
Switzerland
$4.19M 46,071 +1,666 +4%
Wells Fargo
17
Wells Fargo
California
$4.03M 44,254 +10,818 +32%
Truist Financial
18
Truist Financial
North Carolina
$3.99M 43,814 +1,762 +4%
EL
19
Essex LLC
Illinois
$3.17M 34,778 -1,425 -4%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$3.04M 33,412 -659 -2%
RJA
21
Raymond James & Associates
Florida
$2.94M 32,255 -3,334 -9%
EHC
22
Everett Harris & Co
California
$2.78M 30,546 -1,200 -4%
HNB
23
Huntington National Bank
Ohio
– – – –
MML Investors Services
24
MML Investors Services
Massachusetts
$2.65M 29,139 -712 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.62M 28,747 -1,071 -4%
1
2 3 4 5