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iShares US Utilities ETF
IDU

Overview Fund Activity

223 hedge funds and large institutions have $424M invested in iShares US Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
223
Holders Change
+14
Holders Change %
+6.7%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
53
Closed
13
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$342K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$42.7M
2
TC
2
TAP Consulting
Missouri
$5.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FTS
4
Fifth Third Securities
Ohio
$3.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.76M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$55M
2
BCM
2
Brookstone Capital Management
Illinois
$3.65M
3
KAS
3
Kestra Advisory Services
Texas
$562K
4
SLWA
4
San Luis Wealth Advisors
California
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$55M 642,308 -32,214 -5%
Bank of America
2
Bank of America
North Carolina
$42.7M 499,043 +90,324 +22%
Prudential Financial
3
Prudential Financial
New Jersey
$39.6M 467,698 +13,189 +3%
Morgan Stanley
4
Morgan Stanley
New York
$36.8M 429,655 +63,400 +17%
LPL Financial
5
LPL Financial
California
$18M 209,815 -1,315 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.8M 208,016 +1,309 +0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.2M 189,438 +24,401 +15%
LIA
8
LBMC Investment Advisors
Tennessee
$10.6M 123,367 +536 +0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.09M 106,220 +717 +0.7%
CCB
10
Country Club Bank
Missouri
$7.58M 89,540 -717 -0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.14M 83,355 +4,722 +6%
Ameriprise
12
Ameriprise
Minnesota
$6.74M 78,824 +5,164 +7%
Wells Fargo
13
Wells Fargo
California
$6.38M 74,559 +30,305 +68%
TC
14
TAP Consulting
Missouri
$5.92M 69,154 +69,154 New
Osaic Holdings
15
Osaic Holdings
Arizona
$4.63M 54,000 +197 +0.4%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$4.54M 53,600 -6,855 -11%
Goldman Sachs
17
Goldman Sachs
New York
$4.49M 52,457 +26,369 +101%
Truist Financial
18
Truist Financial
North Carolina
$4.14M 48,303 +4,489 +10%
MPPLM
19
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.09M 47,784 +23,245 +95%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.94M 46,072 +25,041 +119%
FTS
21
Fifth Third Securities
Ohio
$3.9M 45,551 +45,551 New
UBS Group
22
UBS Group
Switzerland
$3.79M 44,304 -1,767 -4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.76M 43,871 +37,581 +597%
BCM
24
Brookstone Capital Management
Illinois
$3.65M 42,731 -26,380 -38%
RJA
25
Raymond James & Associates
Florida
$3.25M 37,908 +5,653 +18%
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