iShares US Utilities ETF
206 hedge funds and large institutions have $375M invested in iShares US Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 21 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 216 → 206 (-10)
6.51% less ownership
Funds ownership: 48.74% → 42.24% (-6.5%)
8% less capital invested
Capital invested by funds: $410M → $375M (-$34.6M)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
30% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$5.52M |
| 2 |
GF
Gimbal Financial
Carmel,
Indiana
|
+$3.29M |
| 3 |
AI
Arrien Investments
Boise,
Idaho
|
+$2.37M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$2.07M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$41.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.28M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$2.87M |
| 4 |
Rockefeller Capital Management
New York
|
-$2.81M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.47M |
IDU Hedge Fund Activity: Q1 2024 in Review
206 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2024, worth a combined $375M — down 8.4% from $410M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IDU and 16 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 51 added.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $5.52M. The largest seller was Morgan Stanley, cutting an estimated $41.2M.
- 206 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2024, down from 216 in Q4 2023.
- Funds reported $375M of iShares US Utilities ETF stock for Q1 2024, down 8.4% quarter-over-quarter.
- 16 funds opened new iShares US Utilities ETF positions in Q1 2024 and 21 closed out, a net change of -5 holders.
- The largest iShares US Utilities ETF buyer in Q1 2024 was Bank of New York Mellon, an estimated $5.52M added.
- The largest iShares US Utilities ETF seller in Q1 2024 was Morgan Stanley, an estimated $41.2M sold.
Based on aggregated 13F filings for Q1 2024.