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iShares US Utilities ETF

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: 271251 (-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: 72 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CacheTech Inc
Utah
$3.85M +$3.8M +38,006 New
AWA
27
Arete Wealth Advisors
Illinois
$3.8M +$3.74M +37,486 New
MML Investors Services
28
MML Investors Services
Massachusetts
$3.78M -$6.99K -70 -0.2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.72M +$3.66M +36,696 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.45M -$3.08M -30,812 -48%
SWA
31
Stratos Wealth Advisors
Ohio
$3.31M -$301K -3,015 -8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.07M +$693K +6,944 +30%
C
33
Croban
Ohio
$3.06M -$64.1K -642 -2%
MPPLM
34
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.82M +$131K +1,308 +5%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$2.81M +$163K +1,633 +6%
CI
36
CPR Investments
Michigan
$2.67M +$170K +1,700 +7%
JWCA
37
J.W. Cole Advisors
Florida
$2.58M +$2.12M +21,234 +508%
HNB
38
Huntington National Bank
Ohio
$2.53M
PAG
39
Private Advisor Group
New Jersey
$2.44M -$363K -3,639 -13%
Corient Private Wealth
40
Corient Private Wealth
Florida
$2.36M +$116K +1,157 +5%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$2.34M -$534K -5,351 -19%
IFG
42
Independent Financial Group
California
$2.3M -$3.74M -37,437 -62%
TFF
43
The Family Firm
Maryland
$2.26M -$53.4K -535 -2%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.25M +$669K +6,698 +43%
AMG
45
Advisors Management Group
Wisconsin
$2.21M +$143K +1,435 +7%
PFS
46
Prospera Financial Services
Texas
$2.21M -$22.5K -225 -1%
SI
47
Stephens Inc
Arkansas
$2.11M +$397K +3,977 +24%
FCFC
48
First Citizens Financial Corp
Iowa
$2.1M +$33K +330 +2%
NA
49
NewEdge Advisors
Louisiana
$2.09M -$38.6K -387 -2%
BAM
50
BOS Asset Management
Illinois
$1.96M -$15K -150 -0.8%

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.