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iShares US Utilities ETF
IDU

251 hedge funds and large institutions have $722M invested in iShares US Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% more ownership

Funds ownership: 50.29% → 51.45% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 77

7% less funds holding

Funds holding: 271 → 251 (-20)

33% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 46

63% less capital invested

Capital invested by funds: $1.95B → $722M (-$1.23B)

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
251
Holders Change
-20
Holders Change %
-7.38%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
31
Increased
71
Reduced
77
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$109M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$63.4M
3
MWM
MinichMacGregor Wealth Management
New York
+$11.3M
4
Bank of America
Bank of America
North Carolina
+$9.72M
5
AWM
Adams Wealth Management
Utah
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.3B
2
B
Bensler
Washington
-$23.4M
3
AWM
Apollon Wealth Management
South Carolina
-$12.1M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$10.1M
5
TC
TownSquare Capital
Utah
-$8.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
226
Compass Financial Services
Iowa
$19.1K +$100 +1 +0.5%
FCAS
227
First Command Advisory Services
Texas
$18.6K – – –
MTIC
228
Missouri Trust & Investment Company
Missouri
$17.7K – – –
IA
229
IFP Advisors
Florida
$17.7K +$5.29K +53 +43%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$17K +$6.79K +68 +68%
ME
231
McIlrath & Eck
Washington
$16.8K – – –
SC
232
SouthState Corp
Florida
$15.2K – – –
TAM
233
Tucker Asset Management
Colorado
$14.4K – – –
CRFG
234
Columbia River Financial Group
Washington
$12K +$12.5K +125 New
BCMLT
235
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.3K – – –
VWA
236
VSM Wealth Advisory
Maryland
$10.2K +$2.5K +25 +33%
HBW
237
Hazlett, Burt & Watson
West Virginia
$10K -$3.4K -34 -25%
CWM
238
CarsonAllaria Wealth Management
Illinois
$8.91K – – –
BWAM
239
Boyd Watterson Asset Management
Ohio
$8.01K – – –
RWM
240
Rialto Wealth Management
New York
$7.51K – – –
JHCP
241
Jackson Hole Capital Partners
Oklahoma
$6.29K – – –
GSWM
242
Golden State Wealth Management
California
$5.91K +$100 +1 +2%
FFA
243
Founders Financial Alliance
North Carolina
$5.65K +$100 +1 +2%
BBHC
244
Brown Brothers Harriman & Co
New York
$5.58K – – –
WCM
245
Winthrop Capital Management
Indiana
$5K – – –
AIC
246
Archer Investment Corporation
Indiana
$4.15K – – –
CFD
247
Creative Financial Designs
Indiana
$3.85K +$3.79K +38 New
BA
248
Bellwether Advisors
Nebraska
$2.94K – – –
ACA
249
Aptus Capital Advisors
Alabama
$2.54K – – –
VCM
250
Versant Capital Management
Arizona
$2.18K – – –
8 9
10
11 12

IDU Hedge Fund Activity: Q1 2025 in Review

251 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2025, worth a combined $722M — down 63% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IDU and 31 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 71 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $109M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $1.3B sold.

  • 251 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $722M of iShares US Utilities ETF stock for Q1 2025, down 63% quarter-over-quarter.
  • 31 funds opened new iShares US Utilities ETF positions in Q1 2025 and 46 closed out, a net change of -15 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2025 was Fidelity International, an estimated $109M added.
  • The largest iShares US Utilities ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2025.