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iShares US Utilities ETF
IDU

Overview Fund Activity

217 hedge funds and large institutions have $410M invested in iShares US Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 29 closing their positions.

Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$34.8M
2
SLWA
2
San Luis Wealth Advisors
California
$3.42M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$4M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
MWM
1
MinichMacGregor Wealth Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
FTS
3
Fifth Third Securities
Ohio
$3.75M
4
FPCP
4
Fort Point Capital Partners
California
$3.09M
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$51.7M 618,046 +8,678 +1%
Bank of America
2
Bank of America
North Carolina
$41.3M 493,593 -111,691 -18%
Morgan Stanley
3
Morgan Stanley
New York
$39.7M 473,912 -9,301 -2%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$34.8M 416,197 +377,012 +962%
LPL Financial
5
LPL Financial
California
$19.6M 234,684 +15,712 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.6M 222,488 -17,000 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.3M 194,445 +5,383 +3%
LIA
8
LBMC Investment Advisors
Tennessee
$10.6M 127,047 -1,430 -1%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.2M 121,908 – –
PCH
10
PGIM Custom Harvest
New Jersey
$8.43M 100,762 +6,595 +7%
Ameriprise
11
Ameriprise
Minnesota
$8.32M 99,226 +10,479 +12%
Wells Fargo
12
Wells Fargo
California
$7.68M 91,695 -1,084 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.46M 89,138 -1,013 -1%
CCB
14
Country Club Bank
Missouri
$7.12M 85,692 -1,050 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.26M 62,771 +37,519 +149%
UBS Group
16
UBS Group
Switzerland
$4.94M 59,064 -4,728 -7%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.92M 58,763 +9,364 +19%
Truist Financial
18
Truist Financial
North Carolina
$4.11M 49,145 -9,995 -17%
Goldman Sachs
19
Goldman Sachs
New York
$4M 47,782 +24,209 +103%
FTS
20
Fifth Third Securities
Ohio
$3.75M 44,739 -44,548 -50%
SLWA
21
San Luis Wealth Advisors
California
$3.42M 40,790 +40,790 New
RJA
22
Raymond James & Associates
Florida
$3.21M 38,374 -264 -0.7%
FPCP
23
Fort Point Capital Partners
California
$3.09M 36,900 -38,450 -51%
Prudential Financial
24
Prudential Financial
New Jersey
$2.92M 33,286 +3,563 +12%
Corient Private Wealth
25
Corient Private Wealth
Florida
$2.83M 33,864 +10,108 +43%
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