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iShares US Utilities ETF
IDU

272 hedge funds and large institutions have $880M invested in iShares US Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 62

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more capital invested

Capital invested by funds: $690M → $880M (+$190M)

6.69% more ownership

Funds ownership: 46.96% → 53.65% (+6.7%)

3% more funds holding

Funds holding: 264 → 272 (+8)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
41
Increased
94
Reduced
62
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$38M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$36.4M
3
SP
Sherman Porfolios
Idaho
+$25M
4
CAM
Cresset Asset Management
Illinois
+$17.1M
5
MSAM
Moloney Securities Asset Management
Missouri
+$8.96M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$9.05M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.84M
3
AWA
Arete Wealth Advisors
Illinois
-$3.94M
4
Jane Street
Jane Street
New York
-$2.81M
5
Goldman Sachs
Goldman Sachs
New York
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
251
Compass Financial Services
Iowa
$21.1K +$108 +1 +0.5%
FCAS
252
First Command Advisory Services
Texas
$20.3K – – –
MTIC
253
Missouri Trust & Investment Company
Missouri
$19.4K – – –
ME
254
McIlrath & Eck
Washington
$18.4K – – –
DWA
255
Delos Wealth Advisors
Texas
$16.6K – – –
SC
256
SouthState Corp
Florida
$16.6K – – –
VWA
257
VSM Wealth Advisory
Maryland
$11.2K – – –
HBW
258
Hazlett, Burt & Watson
West Virginia
$11K – – –
BWAM
259
Boyd Watterson Asset Management
Ohio
$8.76K – – –
RWM
260
Rialto Wealth Management
New York
$8.21K – – –
JHCP
261
Jackson Hole Capital Partners
Oklahoma
$6.88K – – –
GSWM
262
Golden State Wealth Management
California
$6.53K – – –
FFA
263
Founders Financial Alliance
North Carolina
$6.24K – – –
BBHC
264
Brown Brothers Harriman & Co
New York
$6.1K – – –
EWM
265
Evolution Wealth Management
Florida
$6.1K – – –
WCM
266
Winthrop Capital Management
Indiana
$6K – – –
AIC
267
Archer Investment Corporation
Indiana
$4.59K – – –
AAG
268
Armstrong Advisory Group
Massachusetts
$4.33K -$755 -7 -15%
FLP
269
Financial Life Planners
Arizona
$3.55K +$3.45K +32 New
ACA
270
Aptus Capital Advisors
Alabama
$2.77K – – –
VCM
271
Versant Capital Management
Arizona
$2.41K – – –
RFP
272
Root Financial Partners
California
$1.66K +$1.62K +15 New
PTC
273
Private Trust Company
Ohio
$1.22K – – –
Principal Financial Group
274
Principal Financial Group
Iowa
– -$9.05M -86,585 Closed
AWA
275
Arete Wealth Advisors
Illinois
– -$3.94M -37,698 Closed
9 10
11
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