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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
WA
276
WESPAC Advisors
California
– -$343K -3,562 Closed
CL
277
Choreo LLC
Illinois
– -$322K -3,348 Closed
AWM
278
Axxcess Wealth Management
California
– -$304K -3,161 Closed
SCM
279
Saxony Capital Management
Missouri
– -$297K -3,088 Closed
Renaissance Technologies
280
Renaissance Technologies
New York
– -$250K -2,600 Closed
GLA
281
Good Life Advisors
Pennsylvania
– -$242K -2,517 Closed
Fisher Asset Management
282
Fisher Asset Management
Washington
– -$240K -2,493 Closed
VA
283
Valmark Advisers
Ohio
– -$228K -2,374 Closed
Neuberger Berman Group
284
Neuberger Berman Group
New York
– -$222K -2,306 Closed
FFBTD
285
First Financial Bank - Trust Division
Ohio
– -$212K -2,200 Closed
1CM
286
1492 Capital Management
Wisconsin
– -$210K -2,190 Closed
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
– -$207K -2,156 Closed
WDL
288
Well Done LLC
Michigan
– -$220K -2,156 Closed
TRCT
289
Tower Research Capital (TRC)
New York
– -$175K -1,817 Closed
NWWA
290
New Wave Wealth Advisors
Arkansas
– -$117K -1,214 Closed
CAS
291
Coppell Advisory Solutions
Texas
– -$39.3K -408 Closed
MFG
292
Mendota Financial Group
Wisconsin
– -$27.9K -290 Closed
FHA
293
First Horizon Advisors
Tennessee
– -$21.4K -222 Closed
CFGS
294
Concourse Financial Group Securities
Alabama
– -$19.9K -200 Closed
DWA
295
Delos Wealth Advisors
Texas
– -$14.4K -150 Closed
WTFG
296
Wood Tarver Financial Group
Idaho
– -$13K -140 Closed
AWM
297
Avior Wealth Management
Nebraska
– -$100 -100 Closed
OC
298
Oarsman Capital
Wisconsin
– -$5.77K -60 Closed
GM
299
GeoWealth Management
Illinois
– -$86 -1 Closed
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.