iShares US Utilities ETF
236 hedge funds and large institutions have $597M invested in iShares US Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.
240% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 15
59% more capital invested
Capital invested by funds: $375M → $597M (+$222M)
29% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 52
15% more funds holding
Funds holding: 206 → 236 (+30)
9.25% more ownership
Funds ownership: 42.24% → 51.49% (+9.2%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$126M |
| 2 |
B
Bensler
Bellevue,
Washington
|
+$16M |
| 3 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$8.49M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$7.18M |
| 5 |
NG
Norden Group
Provo,
Utah
|
+$7.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$10.3M |
| 2 |
GF
Gimbal Financial
Carmel,
Indiana
|
-$3.49M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.42M |
| 4 |
KWA
Kellett Wealth Advisors
Cincinnati,
Ohio
|
-$1.58M |
| 5 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$1.28M |
IDU Hedge Fund Activity: Q2 2024 in Review
236 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2024, worth a combined $597M — up 59% from $375M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IDU positions and 15 closed out — a net gain of 36 holders — while 67 added to existing stakes and 52 trimmed.
The largest buyer was Fidelity International, opening a new position worth an estimated $126M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $10.3M sold.
- 236 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2024, up from 206 in Q1 2024.
- Funds reported $597M of iShares US Utilities ETF stock for Q2 2024, up 59% quarter-over-quarter.
- 51 funds opened new iShares US Utilities ETF positions in Q2 2024 and 15 closed out, a net change of +36 holders.
- The largest iShares US Utilities ETF buyer in Q2 2024 was Fidelity International, an estimated $126M added.
- The largest iShares US Utilities ETF seller in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2024.