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iShares US Utilities ETF
IDU

Overview Fund Activity

237 hedge funds and large institutions have $436M invested in iShares US Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
2
PCH
2
PGIM Custom Harvest
New Jersey
$8.15M
3
FPCP
3
Fort Point Capital Partners
California
$6.52M
4
MWM
4
MinichMacGregor Wealth Management
New York
$12M
5
Bank of America
5
Bank of America
North Carolina
$52.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.03M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.57M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
4
KNW
4
Kesler Norman & Wride
Utah
$464K
5
BCM
5
Brookstone Capital Management
Illinois
$872K
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$52.7M 609,368 -8,926 -1%
Bank of America
2
Bank of America
North Carolina
$52.4M 605,284 +35,315 +6%
Morgan Stanley
3
Morgan Stanley
New York
$41.8M 483,213 +10,130 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.7M 239,488 +26,535 +12%
LPL Financial
5
LPL Financial
California
$18.9M 218,972 -788 -0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.4M 189,062 +9,508 +5%
MWM
7
MinichMacGregor Wealth Management
New York
$12M 138,873 +49,400 +55%
LIA
8
LBMC Investment Advisors
Tennessee
$11.1M 128,477 +5,246 +4%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M 121,908 +121,908 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.95M 103,363 +655 +0.6%
PCH
11
PGIM Custom Harvest
New Jersey
$8.15M 94,167 +94,167 New
Wells Fargo
12
Wells Fargo
California
$8.03M 92,779 -48,140 -34%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.8M 90,151 +5,135 +6%
FTS
14
Fifth Third Securities
Ohio
$7.73M 89,287 +11,754 +15%
Ameriprise
15
Ameriprise
Minnesota
$7.67M 88,747 +16,121 +22%
CCB
16
Country Club Bank
Missouri
$7.51M 86,742 -714 -0.8%
FPCP
17
Fort Point Capital Partners
California
$6.52M 75,350 +67,373 +845%
UBS Group
18
UBS Group
Switzerland
$5.52M 63,792 +16,601 +35%
Truist Financial
19
Truist Financial
North Carolina
$5.12M 59,140 -254 -0.4%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.28M 49,399 -5,024 -9%
Citadel Advisors
21
Citadel Advisors
Florida
$3.78M 43,632 +3,791 +10%
TC
22
TAP Consulting
Missouri
$3.71M 42,925 +4,843 +13%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.39M 39,185 +16,217 +71%
RJA
24
Raymond James & Associates
Florida
$3.34M 38,638 +266 +0.7%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.2M 37,017 +19,031 +106%
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