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iShares US Utilities ETF
IDU

Overview Fund Activity

235 hedge funds and large institutions have $593M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
66
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$126M
2
B
2
Bensler
Washington
$16.6M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$8.49M
4
TC
4
TownSquare Capital
Utah
$7.18M
5
NG
5
Norden Group
Utah
$7.17M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
GF
2
Gimbal Financial
Indiana
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
KWA
4
Kellett Wealth Advisors
Ohio
$0
5
JIC
5
Johnson Investment Counsel
Ohio
$207K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
1
Fidelity International
Bermuda
$126M 1,433,783 +1,433,783 New
DWM
2
Destination Wealth Management
California
$56.5M 643,131 -9,459 -1%
Morgan Stanley
3
Morgan Stanley
New York
$49.9M 567,779 +32,924 +6%
PCH
4
PGIM Custom Harvest
New Jersey
$39.3M 447,348 -6,919 -2%
Bank of America
5
Bank of America
North Carolina
$34.2M 389,324 +10,261 +3%
B
6
Bensler
Washington
$16.6M 188,659 +181,853 +2,672%
LPL Financial
7
LPL Financial
California
$15.8M 179,813 +18,777 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11M 125,058 +25,003 +25%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11M 124,841 +12,692 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.7M 121,434 +19,817 +20%
LIA
11
LBMC Investment Advisors
Tennessee
$10.4M 118,250 -220 -0.2%
PRS
12
Pinkerton Retirement Specialists
Idaho
$8.49M 96,615 +96,615 New
TC
13
TownSquare Capital
Utah
$7.18M 81,716 +81,716 New
NG
14
Norden Group
Utah
$7.17M 81,562 +81,562 New
MSAM
15
Moloney Securities Asset Management
Missouri
$7.05M 80,236 +80,236 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.75M 76,830 +15,468 +25%
Wells Fargo
17
Wells Fargo
California
$6.54M 74,471 +2,460 +3%
AI
18
Arrien Investments
Idaho
$6.36M 72,375 +3,619 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.86M 66,695 +40,666 +156%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.83M 66,366 -2,895 -4%
CCB
21
Country Club Bank
Missouri
$5.77M 65,041 -1,062 -2%
BCM
22
Brookstone Capital Management
Illinois
$4.77M 52,608 +52,608 New
TSW
23
Three Seasons Wealth
Utah
$4.48M 50,951 +50,951 New
Osaic Holdings
24
Osaic Holdings
Arizona
$4.44M 50,452 +10,133 +25%
Goldman Sachs
25
Goldman Sachs
New York
$4.31M 49,007 +8,217 +20%
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