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iShares US Utilities ETF
IDU

Overview Fund Activity

221 hedge funds and large institutions have $388M invested in iShares US Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
65
Reduced
59
Closed
23
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
+$215K

Top Buyers

1
MWM
1
MinichMacGregor Wealth Management
New York
$7.26M
2
Bank of America
2
Bank of America
North Carolina
$46.2M
3
Wells Fargo
3
Wells Fargo
California
$11.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$38.4M
5
SFI
5
SPC Financial Inc
Maryland
$2.6M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.11M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$512K
4
Jane Street
4
Jane Street
New York
$0
5
TC
5
TAP Consulting
Missouri
$3.09M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$50.2M 618,294 -24,014 -4%
Bank of America
2
Bank of America
North Carolina
$46.2M 569,969 +70,926 +14%
Morgan Stanley
3
Morgan Stanley
New York
$38.4M 473,083 +43,428 +10%
LPL Financial
4
LPL Financial
California
$17.8M 219,760 +9,945 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.3M 212,953 +4,937 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.6M 179,554 -9,884 -5%
Wells Fargo
7
Wells Fargo
California
$11.4M 140,919 +66,360 +89%
LIA
8
LBMC Investment Advisors
Tennessee
$10M 123,231 -136 -0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.33M 102,708 -3,512 -3%
MWM
10
MinichMacGregor Wealth Management
New York
$7.26M 89,473 +89,473 New
CCB
11
Country Club Bank
Missouri
$7.22M 87,456 -2,084 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.9M 85,016 +1,661 +2%
FTS
13
Fifth Third Securities
Ohio
$6.29M 77,533 +31,982 +70%
Prudential Financial
14
Prudential Financial
New Jersey
$6.11M 74,033 -393,665 -84%
Ameriprise
15
Ameriprise
Minnesota
$5.89M 72,626 -6,198 -8%
Truist Financial
16
Truist Financial
North Carolina
$4.82M 59,394 +11,091 +23%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.59M 56,545 +10,473 +23%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.42M 54,423 +423 +0.8%
UBS Group
19
UBS Group
Switzerland
$3.83M 47,191 +2,887 +7%
MPPLM
20
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.79M 46,763 -1,021 -2%
BCM
21
Brookstone Capital Management
Illinois
$3.34M 43,774 +1,043 +2%
KNW
22
Kesler Norman & Wride
Utah
$3.28M 40,473 +6,081 +18%
Citadel Advisors
23
Citadel Advisors
Florida
$3.23M 39,841 +10,727 +37%
RJA
24
Raymond James & Associates
Florida
$3.11M 38,372 +464 +1%
TC
25
TAP Consulting
Missouri
$3.09M 38,082 -31,072 -45%
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