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iShares US Utilities ETF
IDU

Overview Fund Activity

255 hedge funds and large institutions have $792M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 21 closing their positions.

Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
81
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M
2
AWM
2
Apollon Wealth Management
South Carolina
$13.5M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M
5
GF
5
Gimbal Financial
Indiana
$7.96M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.8M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
GS
4
GTS Securities
New York
$451K
5
RFM
5
Royal Fund Management
Florida
$921K
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
1
HSBC Holdings
United Kingdom
$106M 1,038,674 +1,038,674 New
DWM
2
Destination Wealth Management
California
$64.9M 636,567 -6,564 -1%
Morgan Stanley
3
Morgan Stanley
New York
$59.4M 582,121 +14,342 +3%
PCH
4
PGIM Custom Harvest
New Jersey
$46.6M 457,014 +9,666 +2%
Fidelity International
5
Fidelity International
Bermuda
$42.8M 419,904 -1,013,879 -71%
Bank of America
6
Bank of America
North Carolina
$41.9M 410,845 +21,521 +6%
LPL Financial
7
LPL Financial
California
$28.2M 276,124 +96,311 +54%
B
8
Bensler
Washington
$23M 225,859 +37,200 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.9M 215,063 +90,005 +72%
Wells Fargo
10
Wells Fargo
California
$14.6M 142,958 +68,487 +92%
AWM
11
Apollon Wealth Management
South Carolina
$13.5M 132,123 +122,611 +1,289%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.7M 124,310 -531 -0.4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12.7M 124,208 +2,774 +2%
LIA
14
LBMC Investment Advisors
Tennessee
$11.8M 116,030 -2,220 -2%
AWM
15
AE Wealth Management
Kansas
$11.5M 113,022 +74,866 +196%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10M 98,205 +21,375 +28%
PRS
17
Pinkerton Retirement Specialists
Idaho
$9.69M 95,021 -1,594 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$9.15M 89,728 +23,033 +35%
TC
19
TownSquare Capital
Utah
$8.94M 87,610 +5,894 +7%
NG
20
Norden Group
Utah
$8.93M 87,538 +5,976 +7%
MSAM
21
Moloney Securities Asset Management
Missouri
$8.51M 83,394 +3,158 +4%
GF
22
Gimbal Financial
Indiana
$7.96M 77,247 +77,247 New
AI
23
Arrien Investments
Idaho
$7.51M 73,661 +1,286 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$6.73M 65,986 -380 -0.6%
CCB
25
Country Club Bank
Missouri
$6.42M 63,277 -1,764 -3%
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