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iShares US Utilities ETF
IDU

Overview Fund Activity

215 hedge funds and large institutions have $408M invested in iShares US Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
53
Reduced
71
Closed
19
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.1M
2
PCH
2
PGIM Custom Harvest
New Jersey
$36.8M
3
Bank of America
3
Bank of America
North Carolina
$39.6M
4
C
4
Croban
Ohio
$2.96M
5
CW
5
Connectus Wealth
Ohio
$2.87M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.98M
2
SIS
2
Strategic Investment Solutions
Illinois
$60.1K
3
JIC
3
Johnson Investment Counsel
Ohio
$1.41M
4
RJA
4
Raymond James & Associates
Florida
$2.3M
5
TC
5
TAP Consulting
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.1M 1,051,942 +563,324 +115%
DWM
2
Destination Wealth Management
California
$50.1M 626,632 -6,712 -1%
Bank of America
3
Bank of America
North Carolina
$39.6M 495,467 +272,451 +122%
PCH
4
PGIM Custom Harvest
New Jersey
$36.8M 460,612 +370,286 +410%
LPL Financial
5
LPL Financial
California
$12.9M 161,668 -18,902 -10%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.74M 121,908 – –
LIA
7
LBMC Investment Advisors
Tennessee
$9.56M 119,653 -1,010 -0.8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.97M 112,270 +2,098 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.81M 97,706 +2,070 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.71M 96,498 -12,665 -12%
Wells Fargo
11
Wells Fargo
California
$6.09M 76,213 +5,736 +8%
CCB
12
Country Club Bank
Missouri
$5.77M 72,212 -8,902 -11%
BA
13
Bellwether Advisors
Nebraska
$4.83M 60,422 -2,819 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.62M 57,770 -2,183 -4%
Goldman Sachs
15
Goldman Sachs
New York
$3.76M 47,039 +29,621 +170%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.61M 45,193 -28,192 -38%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.52M 44,099 -1,665 -4%
Ameriprise
18
Ameriprise
Minnesota
$3.33M 41,720 +18,510 +80%
Truist Financial
19
Truist Financial
North Carolina
$3.28M 41,083 -2,716 -6%
UBS Group
20
UBS Group
Switzerland
$3.27M 40,911 -14,373 -26%
AI
21
Arrien Investments
Idaho
$3.12M 39,031 +31,725 +434%
C
22
Croban
Ohio
$2.96M 30,815 +30,815 New
CW
23
Connectus Wealth
Ohio
$2.87M 35,787 +35,787 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.81M 35,161 +35,161 New
AWM
25
AE Wealth Management
Kansas
$2.77M 35,621 +32,111 +915%
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