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iShares US Utilities ETF
IDU

264 hedge funds and large institutions have $690M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

5% more funds holding

Funds holding: 251 → 264 (+13)

4% less capital invested

Capital invested by funds: $722M → $690M (-$32.4M)

4.49% less ownership

Funds ownership: 51.45% → 46.96% (-4.5%)

Holders
264
Holders Change
+13
Holders Change %
+5.18%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
90
Reduced
60
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$45M
2
Morgan Stanley
Morgan Stanley
New York
+$15.6M
3
CFA
Camarda Financial Advisors
Florida
+$13.1M
4
Principal Financial Group
Principal Financial Group
Iowa
+$8.87M
5
FAM
Forte Asset Management
New York
+$7.01M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$110M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$64.4M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.82M
4
AWM
Adams Wealth Management
Utah
-$3.57M
5
CI
CacheTech Inc
Utah
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
– -$314K -3,095 Closed
RAS
277
RPS Advisory Solutions
Kentucky
– -$250K -2,463 Closed
ISWM
278
Independent Solutions Wealth Management
New York
– -$242K -2,389 Closed
AP
279
Advisors Preferred
Maryland
– -$237K -2,334 Closed
OIA
280
OneDigital Investment Advisors
Kansas
– -$207K -2,042 Closed
SWM
281
Spire Wealth Management
Virginia
– -$101K -1,000 Closed
CWC
282
Carolinas Wealth Consulting
North Carolina
– -$95.9K -945 Closed
LWANC
283
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$91.3K -900 Closed
MG
284
Mather Group
Illinois
– -$74.2K -732 Closed
CAWM
285
Capital A Wealth Management
Pennsylvania
– -$46.5K -458 Closed
CCM
286
Coldstream Capital Management
Washington
– -$24.5K -242 Closed
SIM
287
Synergy Investment Management
Florida
– -$20.9K -206 Closed
TAM
288
Tucker Asset Management
Colorado
– -$14.4K -142 Closed
CRFG
289
Columbia River Financial Group
Washington
– -$12K -125 Closed
CFD
290
Creative Financial Designs
Indiana
– -$3.85K -38 Closed
TFA
291
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
8 9 10 11
12

IDU Hedge Fund Activity: Q2 2025 in Review

264 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2025, worth a combined $690M — down 4.5% from $722M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IDU positions and 25 closed out — a net gain of 17 holders — while 90 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $45M. The largest seller was Fidelity International, exiting entirely with an estimated $110M sold.

  • 264 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2025, up from 251 in Q1 2025.
  • Funds reported $690M of iShares US Utilities ETF stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 42 funds opened new iShares US Utilities ETF positions in Q2 2025 and 25 closed out, a net change of +17 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2025 was Bank of America, an estimated $45M added.
  • The largest iShares US Utilities ETF seller in Q2 2025 was Fidelity International, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2025.