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

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$0
2
B
2
Bensler
Washington
$0
3
AWM
3
Apollon Wealth Management
South Carolina
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
TC
5
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
26
CacheTech Inc
Utah
$3.85M +$3.85M +38,006 New
AWA
27
Arete Wealth Advisors
Illinois
$3.8M +$3.8M +37,486 New
MML Investors Services
28
MML Investors Services
Massachusetts
$3.78M -$7.1K -70 -0.2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.72M +$3.72M +36,696 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.45M -$3.12M -30,812 -48%
SWA
31
Stratos Wealth Advisors
Ohio
$3.31M -$306K -3,015 -8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.07M +$704K +6,944 +30%
C
33
Croban
Ohio
$3.06M -$65.1K -642 -2%
MPPLM
34
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.82M +$133K +1,308 +5%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$2.81M +$166K +1,633 +6%
CI
36
CPR Investments
Michigan
$2.67M +$172K +1,700 +7%
JWCA
37
J.W. Cole Advisors
Florida
$2.58M +$2.15M +21,234 +508%
HNB
38
Huntington National Bank
Ohio
$2.53M -$2.51M – –
PAG
39
Private Advisor Group
New Jersey
$2.44M -$369K -3,639 -13%
Corient Private Wealth
40
Corient Private Wealth
Florida
$2.36M +$117K +1,157 +5%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$2.34M -$543K -5,351 -19%
TFF
42
The Family Firm
Maryland
$2.26M -$54.3K -535 -2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.25M +$679K +6,698 +43%
AMG
44
Advisors Management Group
Wisconsin
$2.21M +$146K +1,435 +7%
PFS
45
Prospera Financial Services
Texas
$2.21M -$22.8K -225 -1%
SI
46
Stephens Inc
Arkansas
$2.11M +$403K +3,977 +24%
FCFC
47
First Citizens Financial Corp
Iowa
$2.1M +$33.5K +330 +2%
NA
48
NewEdge Advisors
Louisiana
$2.09M -$39.2K -387 -2%
BAM
49
BOS Asset Management
Illinois
$1.96M -$15.2K -150 -0.8%
WA
50
Waverly Advisors
Alabama
$1.93M +$304 +3 +0%
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