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iShares US Utilities ETF
IDU

Overview Fund Activity

214 hedge funds and large institutions have $371M invested in iShares US Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
55
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIC
1
Johnson Investment Counsel
Ohio
$3.62M
2
Jane Street
2
Jane Street
New York
$3.28M
3
FCFC
3
First Citizens Financial Corp
Iowa
$1.82M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.06M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$34.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.89M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.8M
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$51.1M 624,565 +6,519 +1%
Morgan Stanley
2
Morgan Stanley
New York
$39M 477,051 +3,139 +0.7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.7M 424,970 +8,773 +2%
Bank of America
4
Bank of America
North Carolina
$20.9M 256,061 -237,532 -48%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.2M 185,597 -36,891 -17%
LPL Financial
6
LPL Financial
California
$14.9M 182,166 -52,518 -22%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.8M 156,077 -38,368 -20%
LIA
8
LBMC Investment Advisors
Tennessee
$10.1M 123,300 -3,747 -3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.97M 121,908 – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.14M 111,784 +5,685 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.91M 96,759 +7,621 +9%
PCH
12
PGIM Custom Harvest
New Jersey
$7.7M 94,136 -6,626 -7%
Ameriprise
13
Ameriprise
Minnesota
$7.41M 72,731 -26,495 -27%
CCB
14
Country Club Bank
Missouri
$6.53M 80,834 -4,858 -6%
Wells Fargo
15
Wells Fargo
California
$6.03M 73,792 -17,903 -20%
UBS Group
16
UBS Group
Switzerland
$4.86M 59,466 +402 +0.7%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.55M 55,637 -3,126 -5%
Truist Financial
18
Truist Financial
North Carolina
$3.68M 45,010 -4,135 -8%
JIC
19
Johnson Investment Counsel
Ohio
$3.62M 44,318 +44,318 New
RJA
20
Raymond James & Associates
Florida
$3.39M 41,433 +3,059 +8%
SLWA
21
San Luis Wealth Advisors
California
$3.37M 41,232 +442 +1%
Jane Street
22
Jane Street
New York
$3.28M 40,108 +40,108 New
Goldman Sachs
23
Goldman Sachs
New York
$3.06M 37,412 -10,370 -22%
Corient Private Wealth
24
Corient Private Wealth
Florida
$2.88M 35,278 +1,414 +4%
TC
25
TAP Consulting
Missouri
$2.71M 33,198 -376 -1%
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