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iShares US Utilities ETF
IDU

264 hedge funds and large institutions have $690M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

5% more funds holding

Funds holding: 251 → 264 (+13)

4% less capital invested

Capital invested by funds: $722M → $690M (-$32.4M)

4.49% less ownership

Funds ownership: 51.45% → 46.96% (-4.5%)

Holders
264
Holders Change
+13
Holders Change %
+5.18%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
90
Reduced
60
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$45M
2
Morgan Stanley
Morgan Stanley
New York
+$15.6M
3
CFA
Camarda Financial Advisors
Florida
+$13.1M
4
Principal Financial Group
Principal Financial Group
Iowa
+$8.87M
5
FAM
Forte Asset Management
New York
+$7.01M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$110M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$64.4M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.82M
4
AWM
Adams Wealth Management
Utah
-$3.57M
5
CI
CacheTech Inc
Utah
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$1.96M +$290K +2,832 +18%
EHC
52
Everett Harris & Co
California
$1.94M -$7.17K -70 -0.4%
BAM
53
BOS Asset Management
Illinois
$1.91M -$109K -1,066 -6%
FCFC
54
First Citizens Financial Corp
Iowa
$1.88M -$283K -2,767 -13%
Cerity Partners
55
Cerity Partners
New York
$1.77M – – –
EE
56
EWG Elevate
California
$1.76M +$1.72M +16,811 New
Stifel Financial
57
Stifel Financial
Missouri
$1.73M +$340K +3,324 +25%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.72M -$3.69K -36 -0.2%
DADC
59
D.A. Davidson & Co
Montana
$1.68M -$77.8K -760 -5%
WIP
60
WealthCare Investment Partners
Rhode Island
$1.61M +$146K +1,424 +10%
WAM
61
Wakefield Asset Management
Colorado
$1.59M -$231K -2,254 -13%
CI
62
Clal Insurance
Israel
$1.57M – – –
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$1.57M -$831K -8,111 -35%
EL
64
Essex LLC
Illinois
$1.53M -$99.7K -974 -6%
KAS
65
Kestra Advisory Services
Texas
$1.52M +$82.3K +804 +6%
GWM
66
Geneos Wealth Management
Colorado
$1.49M -$486K -4,744 -25%
AC
67
Allstate Corporation
Illinois
$1.47M +$691K +6,747 +92%
EH
68
Equitable Holdings
New York
$1.46M +$432K +4,215 +43%
TRCT
69
Tower Research Capital (TRC)
New York
$1.44M +$1.41M +13,727 New
HIC
70
Holderness Investments Company
North Carolina
$1.43M +$10.5K +103 +0.8%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$106K -1,035 -7%
Mariner
72
Mariner
Kansas
$1.34M +$1.09M +10,606 +477%
SA
73
Sanctuary Advisors
Indiana
$1.33M +$385K +3,763 +42%
SHJ
74
Sharkey, Howes & Javer
Colorado
$1.27M -$338K -3,304 -21%
SWP
75
Stratos Wealth Partners
Ohio
$1.2M +$782K +7,637 +197%
1 2
3
4 5

IDU Hedge Fund Activity: Q2 2025 in Review

264 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q2 2025, worth a combined $690M — down 4.5% from $722M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IDU positions and 25 closed out — a net gain of 17 holders — while 90 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $45M. The largest seller was Fidelity International, exiting entirely with an estimated $110M sold.

  • 264 institutional investors held iShares US Utilities ETF (IDU) as of Q2 2025, up from 251 in Q1 2025.
  • Funds reported $690M of iShares US Utilities ETF stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 42 funds opened new iShares US Utilities ETF positions in Q2 2025 and 25 closed out, a net change of +17 holders.
  • The largest iShares US Utilities ETF buyer in Q2 2025 was Bank of America, an estimated $45M added.
  • The largest iShares US Utilities ETF seller in Q2 2025 was Fidelity International, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2025.