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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 %
GWM
51
Geneos Wealth Management
Colorado
$1.92M +$1.44M +14,232 +300%
WA
52
Wealthstar Advisors
Texas
$1.9M +$142K +1,402 +8%
EHC
53
Everett Harris & Co
California
$1.88M -$29K -286 -2%
Jane Street
54
Jane Street
New York
$1.86M -$1.32M -13,029 -41%
WAM
55
Wakefield Asset Management
Colorado
$1.77M -$259K -2,552 -13%
AAS
56
Avantax Advisory Services
Texas
$1.75M +$1.75M +17,273 New
Cerity Partners
57
Cerity Partners
New York
$1.72M -$131K -1,294 -7%
DADC
58
D.A. Davidson & Co
Montana
$1.71M -$47.1K -464 -3%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.67M +$59.1K +583 +4%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$1.6M +$107K +1,069 +7%
GS
61
GTS Securities
New York
$1.59M +$176K +1,734 +12%
EL
62
Essex LLC
Illinois
$1.58M -$27K -266 -2%
SHJ
63
Sharkey, Howes & Javer
Colorado
$1.57M +$15.9K +157 +1%
SPIA
64
Steward Partners Investment Advisory
New York
$1.53M +$483K +4,760 +46%
CI
65
Clal Insurance
Israel
$1.52M +$1.52M +15,000 New
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$1.42M -$38.9K -384 -3%
KAS
67
Kestra Advisory Services
Texas
$1.4M -$29.8K -294 -2%
HIC
68
Holderness Investments Company
North Carolina
$1.37M +$203 +2 +0%
WIP
69
WealthCare Investment Partners
Rhode Island
$1.37M +$615K +6,274 +82%
Stifel Financial
70
Stifel Financial
Missouri
$1.34M +$80.7K +796 +6%
SFS
71
Sowell Financial Services
Arkansas
$1.19M -$9.13K -90 -0.8%
JIP
72
Jaffetilchin Investment Partners
Florida
$1.09M +$227K +2,238 +26%
AFM
73
Armstrong Fleming & Moore
District of Columbia
$1.04M +$1.04M +10,235 New
EH
74
Equitable Holdings
New York
$990K +$128K +1,260 +15%
FAIM
75
Financial Advocates Investment Management
Washington
$941K -$26.2K -258 -3%
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