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iShares US Utilities ETF
IDU

Overview Fund Activity

261 hedge funds and large institutions have $682M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+14
Holders Change %
+5.67%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
43
Increased
88
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$98.1M
2
Morgan Stanley
Morgan Stanley
New York
$70.6M
3
CFA
Camarda Financial Advisors
Florida
$13.3M
4
Principal Financial Group
Principal Financial Group
Iowa
$9.05M
5
FAM
Forte Asset Management
New York
$7.16M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$0
2
HSBC Holdings
HSBC Holdings
United Kingdom
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$264K
5
HNB
Huntington National Bank
Ohio
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$4.63M +$732K +7,000 +19%
Osaic Holdings
27
Osaic Holdings
Arizona
$4.5M -$436K -4,516 -9%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$4.19M +$1.03M +9,843 +33%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$4.19M +$639K +6,114 +18%
Goldman Sachs
30
Goldman Sachs
New York
$4M -$2.3M -21,982 -37%
AWA
31
Arete Wealth Advisors
Illinois
$3.94M +$22.2K +212 +0.6%
C
32
Croban
Ohio
$3.19M +$37.5K +359 +1%
SPIA
33
Steward Partners Investment Advisory
New York
$2.99M +$1.41M +13,464 +89%
MPPLM
34
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.95M +$40.3K +385 +1%
CI
35
CPR Investments
Michigan
$2.86M +$103K +989 +4%
Jane Street
36
Jane Street
New York
$2.81M +$885K +8,463 +46%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.8M -$98.8K -945 -3%
JWCA
38
J.W. Cole Advisors
Florida
$2.79M +$128K +1,226 +5%
PAG
39
Private Advisor Group
New Jersey
$2.72M +$210K +2,009 +8%
HNB
40
Huntington National Bank
Ohio
$2.61M -$2.53M – –
Corient Private Wealth
41
Corient Private Wealth
Florida
$2.35M -$86.3K -825 -4%
TFF
42
The Family Firm
Maryland
$2.34M +$12.1K +116 +0.5%
WA
43
Wealthstar Advisors
Texas
$2.3M +$349K +3,336 +18%
AAS
44
Avantax Advisory Services
Texas
$2.3M +$493K +4,718 +27%
AMG
45
Advisors Management Group
Wisconsin
$2.28M -$523 -5 -0%
NA
46
NewEdge Advisors
Louisiana
$2.18M +$25.5K +244 +1%
SI
47
Stephens Inc
Arkansas
$2.17M -$10.5K -100 -0.5%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2.13M -$193K -1,843 -8%
WA
49
Waverly Advisors
Alabama
$1.99M +$314 +3 +0%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$1.96M +$295K +2,832 +18%
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