iShares US Utilities ETF
256 hedge funds and large institutions have $798M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 21 closing their positions.
600% more funds holding in top 10
Funds holding in top 10: 1 → 7 (+6)
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
46% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 56
34% more capital invested
Capital invested by funds: $597M → $798M (+$201M)
8% more funds holding
Funds holding: 236 → 256 (+20)
2.35% more ownership
Funds ownership: 51.49% → 53.83% (+2.3%)
Top Buyers
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$98.3M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$11.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.12M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.52M |
| 5 |
GF
Gimbal Financial
Carmel,
Indiana
|
+$7.31M |
Top Sellers
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$96M |
| 2 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$3.11M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$1.76M |
| 4 |
GS
GTS Securities
New York
|
-$1.51M |
| 5 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$1.19M |
IDU Hedge Fund Activity: Q3 2024 in Review
256 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2024, worth a combined $798M — up 34% from $597M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IDU positions and 21 closed out — a net gain of 22 holders — while 82 added to existing stakes and 56 trimmed.
The largest buyer was HSBC Holdings, opening a new position worth an estimated $98.3M. The largest seller was Fidelity International, cutting an estimated $96M.
- 256 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2024, up from 236 in Q2 2024.
- Funds reported $798M of iShares US Utilities ETF stock for Q3 2024, up 34% quarter-over-quarter.
- 43 funds opened new iShares US Utilities ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
- The largest iShares US Utilities ETF buyer in Q3 2024 was HSBC Holdings, an estimated $98.3M added.
- The largest iShares US Utilities ETF seller in Q3 2024 was Fidelity International, an estimated $96M sold.
Based on aggregated 13F filings for Q3 2024.