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iShares US Utilities ETF
IDU

Overview Fund Activity

269 hedge funds and large institutions have $1.93B invested in iShares US Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 23 closing their positions.

Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
41
Increased
85
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.3B
2
Raymond James Financial
2
Raymond James Financial
Florida
$18.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$5.46M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.23M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
GF
3
Gimbal Financial
Indiana
$0
4
CA
4
Crumly & Associates
Illinois
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.3B 13,521 +2,339 +21%
DWM
2
Destination Wealth Management
California
$59.8M 621,603 -14,964 -2%
Morgan Stanley
3
Morgan Stanley
New York
$54.9M 570,514 -11,607 -2%
PCH
4
PGIM Custom Harvest
New Jersey
$44.1M 458,665 +1,651 +0.4%
Bank of America
5
Bank of America
North Carolina
$38.6M 401,626 -9,219 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.8M 247,285 +32,222 +15%
B
7
Bensler
Washington
$23.4M 243,010 +17,151 +8%
LPL Financial
8
LPL Financial
California
$23.3M 241,859 -34,265 -12%
Raymond James Financial
9
Raymond James Financial
Florida
$18.1M 188,574 +188,574 New
AWM
10
Apollon Wealth Management
South Carolina
$12.1M 126,126 -5,997 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.1M 125,357 +1,047 +0.8%
LIA
12
LBMC Investment Advisors
Tennessee
$10.9M 113,636 -2,394 -2%
Wells Fargo
13
Wells Fargo
California
$10.9M 113,414 -29,544 -21%
AWM
14
AE Wealth Management
Kansas
$10.6M 109,729 -3,293 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.1M 105,272 +7,067 +7%
PRS
16
Pinkerton Retirement Specialists
Idaho
$10.1M 105,167 +10,146 +11%
TC
17
TownSquare Capital
Utah
$8.96M 93,179 +5,569 +6%
NG
18
Norden Group
Utah
$8.92M 92,732 +5,194 +6%
Goldman Sachs
19
Goldman Sachs
New York
$8.8M 91,430 +37,987 +71%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$8.36M 86,838 -2,890 -3%
MSAM
21
Moloney Securities Asset Management
Missouri
$8.09M 84,082 +688 +0.8%
AI
22
Arrien Investments
Idaho
$7.17M 71,552 -2,109 -3%
SHFP
23
Second Half Financial Partners
Florida
$7.05M 73,280 +10,569 +17%
Ameriprise
24
Ameriprise
Minnesota
$6.89M 71,595 +22,052 +45%
TSW
25
Three Seasons Wealth
Utah
$6.59M 68,510 +8,910 +15%
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