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iShares US Utilities ETF
IDU

Overview Fund Activity

205 hedge funds and large institutions have $373M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
72
Closed
21
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$370K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.85M
2
GF
2
Gimbal Financial
Indiana
$3.49M
3
AI
3
Arrien Investments
Idaho
$5.81M
4
DWM
4
Destination Wealth Management
California
$55.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
CW
3
Connectus Wealth
Ohio
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$55.2M 652,590 +25,958 +4%
Morgan Stanley
2
Morgan Stanley
New York
$45.2M 534,855 -517,087 -49%
PCH
3
PGIM Custom Harvest
New Jersey
$38.4M 454,267 -6,345 -1%
Bank of America
4
Bank of America
North Carolina
$32M 379,063 -116,404 -23%
LPL Financial
5
LPL Financial
California
$13.6M 161,036 -632 -0.4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M 121,908 – –
LIA
7
LBMC Investment Advisors
Tennessee
$10M 118,470 -1,183 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.48M 112,149 -121 -0.1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.59M 101,617 +3,911 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.46M 100,055 +3,557 +4%
Wells Fargo
11
Wells Fargo
California
$6.09M 72,011 -4,202 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.85M 69,261 +69,261 New
AI
13
Arrien Investments
Idaho
$5.81M 68,756 +29,725 +76%
CCB
14
Country Club Bank
Missouri
$5.59M 66,103 -6,109 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.19M 61,362 +3,592 +6%
GF
16
Gimbal Financial
Indiana
$3.49M 41,308 +41,308 New
Goldman Sachs
17
Goldman Sachs
New York
$3.45M 40,790 -6,249 -13%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.41M 40,319 -4,874 -11%
Truist Financial
19
Truist Financial
North Carolina
$3.37M 39,861 -1,222 -3%
UBS Group
20
UBS Group
Switzerland
$3.31M 39,106 -1,805 -4%
BA
21
Bellwether Advisors
Nebraska
$2.97M 35,095 -25,327 -42%
AWM
22
AE Wealth Management
Kansas
$2.95M 34,924 -697 -2%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.76M 32,629 -377 -1%
RJA
24
Raymond James & Associates
Florida
$2.49M 29,409 +598 +2%
LNC
25
Lincoln National Corp
Pennsylvania
$2.42M 28,592 +11,242 +65%
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