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iShares US Utilities ETF
IDU

Overview Fund Activity

247 hedge funds and large institutions have $719M invested in iShares US Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-22
Holders Change %
-8.18%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
70
Reduced
76
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$110M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$64.4M
3
MWM
MinichMacGregor Wealth Management
New York
$11.5M
4
Bank of America
Bank of America
North Carolina
$50.6M
5
CI
CacheTech Inc
Utah
$3.85M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
2
B
Bensler
Washington
$0
3
AWM
Apollon Wealth Management
South Carolina
$0
4
PRS
Pinkerton Retirement Specialists
Idaho
$0
5
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Apollon Wealth Management
South Carolina
– -$12.1M -126,126 Closed
PRS
252
Pinkerton Retirement Specialists
Idaho
– -$10.1M -105,167 Closed
TC
253
TownSquare Capital
Utah
– -$8.96M -93,179 Closed
NG
254
Norden Group
Utah
– -$8.92M -92,732 Closed
MSAM
255
Moloney Securities Asset Management
Missouri
– -$8.09M -84,082 Closed
SHFP
256
Second Half Financial Partners
Florida
– -$7.05M -73,280 Closed
TSW
257
Three Seasons Wealth
Utah
– -$6.59M -68,510 Closed
CIA
258
Concurrent Investment Advisors
Florida
– -$4.83M -50,212 Closed
SFS
259
Sharp Financial Services
Pennsylvania
– -$4.39M -45,639 Closed
BWP
260
Balboa Wealth Partners
Arizona
– -$2.24M -23,266 Closed
CCFM
261
Clear Creek Financial Management
Washington
– -$1.49M -15,437 Closed
GLA
262
Great Lakes Advisors
Illinois
– -$1.47M -15,328 Closed
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
– -$1.3B -13,521 Closed
NA
264
Navellier & Associates
Nevada
– -$998K -10,370 Closed
YCG
265
Yeomans Consulting Group
Georgia
– -$831K -8,642 Closed
EE
266
EWG Elevate
California
– -$816K -8,486 Closed
BAM
267
Belpointe Asset Management
Nevada
– -$761K -7,828 Closed
SG
268
StoneX Group
New York
– -$612K -6,365 Closed
ACP
269
Aveo Capital Partners
Colorado
– -$559K -5,809 Closed
HF
270
HRT Financial
New York
– -$555K -5,770 Closed
LWM
271
Laidlaw Wealth Management
New York
– -$510K -5,299 Closed
WA
272
WESPAC Advisors
California
– -$343K -3,562 Closed
CL
273
Choreo LLC
Illinois
– -$322K -3,348 Closed
AWM
274
Axxcess Wealth Management
California
– -$304K -3,161 Closed
SCM
275
Saxony Capital Management
Missouri
– -$297K -3,088 Closed
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