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iShares US Utilities ETF
IDU

Overview Fund Activity

201 hedge funds and large institutions have $317M invested in iShares US Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 28 closing their positions.

Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$4.65M
2
SIS
2
Strategic Investment Solutions
Illinois
$3.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.37M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$1.77M
5
RJA
5
Raymond James & Associates
Florida
$4.75M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.41M
2
Ameriprise
2
Ameriprise
Minnesota
$1.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.03M
4
SLWA
4
San Luis Wealth Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$46.6M 633,344 +8,779 +1%
Morgan Stanley
2
Morgan Stanley
New York
$36M 488,618 +11,567 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$30.1M 408,824 -16,146 -4%
Bank of America
4
Bank of America
North Carolina
$16.4M 223,016 -33,045 -13%
LPL Financial
5
LPL Financial
California
$13.3M 180,570 -1,596 -0.9%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.97M 121,908 – –
LIA
7
LBMC Investment Advisors
Tennessee
$8.57M 120,663 -2,637 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.11M 110,172 -1,612 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.03M 109,163 -46,914 -30%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.04M 95,636 -1,123 -1%
PCH
11
PGIM Custom Harvest
New Jersey
$6.65M 90,326 -3,810 -4%
CCB
12
Country Club Bank
Missouri
$5.96M 81,114 +280 +0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.4M 73,385 +17,748 +32%
Wells Fargo
14
Wells Fargo
California
$5.19M 70,477 -3,315 -4%
RJA
15
Raymond James & Associates
Florida
$4.75M 64,593 +23,160 +56%
BA
16
Bellwether Advisors
Nebraska
$4.65M 63,241 +63,241 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.41M 59,953 -125,644 -68%
JIC
18
Johnson Investment Counsel
Ohio
$4.33M 58,879 +14,561 +33%
UBS Group
19
UBS Group
Switzerland
$4.07M 55,284 -4,182 -7%
SIS
20
Strategic Investment Solutions
Illinois
$3.8M 47,376 +46,624 +6,200%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.37M 45,764 +36,554 +397%
Truist Financial
22
Truist Financial
North Carolina
$3.22M 43,799 -1,211 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.38M 32,371 +166 +0.5%
TC
24
TAP Consulting
Missouri
$2.32M 31,479 -1,719 -5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$2.26M 30,755 -593 -2%
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