David Shaw’s iShares US Utilities ETF IDU Stock Holding History

David Shaw’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5M	Buy	+21,826	New	+$2.5M	﹤0.01%	3008
2025 Q3	–	Sell	-14,995	Closed	-$1.57M	–	4727
2025 Q2	$1.57M	Sell	14,995 -8,111	-35%	-$831K	﹤0.01%	2916
2025 Q1	$2.34M	Sell	23,106 -5,351	-19%	-$534K	﹤0.01%	2493
2024 Q4	$2.74M	Buy	+28,457	New	+$2.87M	﹤0.01%	2475
2024 Q3	–	Sell	-3,487	Closed	-$306K	–	4684
2024 Q2	$306K	Buy	+3,487	New	+$306K	﹤0.01%	3876

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

David Shaw's IDU Position: Q2 2026 in Review

David Shaw opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 21,826 shares worth $2.5M. The stake represents ﹤0.01% of the portfolio and ranks #3008 among its holdings. This is a return to the name: David Shaw previously reported a position in IDU as recently as Q2 2025.

David Shaw first reported a position in IDU in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.74M in Q4 2024. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

David Shaw held 21,826 shares of iShares US Utilities ETF worth $2.5M as of Q2 2026.
iShares US Utilities ETF was a new David Shaw position in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3008 holding.
David Shaw first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 5 quarters since.
David Shaw's iShares US Utilities ETF position peaked at $2.74M in Q4 2024.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.