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iShares US Utilities ETF
IDU

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
67
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$126M
2
B
Bensler
Washington
+$16M
3
PRS
Pinkerton Retirement Specialists
Idaho
+$8.49M
4
TC
TownSquare Capital
Utah
+$7.18M
5
NG
Norden Group
Utah
+$7.17M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$10.3M
2
GF
Gimbal Financial
Indiana
-$3.49M
3
LNC
Lincoln National Corp
Pennsylvania
-$2.42M
4
KWA
Kellett Wealth Advisors
Ohio
-$1.58M
5
JIC
Johnson Investment Counsel
Ohio
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
76
Capital Investment Advisors
Georgia
$687K -$23.6K -269 -3%
JP Morgan Chase
77
JP Morgan Chase
New York
$673K -$353K -4,020 -34%
JSSH
78
J. Safra Sarasin Holding
$667K +$667K +7,594 New
AC
79
Allstate Corporation
Illinois
$642K +$641K +7,300 New
Stifel Financial
80
Stifel Financial
Missouri
$614K +$271K +3,085 +79%
GPA
81
Garrison Point Advisors
California
$614K +$24.2K +275 +4%
IBOK
82
Independence Bank of Kentucky
Kentucky
$599K -$11K -125 -2%
SCM
83
Saxony Capital Management
Missouri
$566K +$565K +6,435 New
HNWAG
84
High Net Worth Advisory Group
Florida
$562K – – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$530K +$317K +3,608 +149%
FTUS
86
Flow Traders U.S.
New York
$524K +$524K +5,961 New
GKWIM
87
Gerber Kawasaki Wealth & Investment Management
California
$517K +$83.7K +953 +19%
WMA
88
Wealth Management Associates
New Jersey
$515K – – –
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$504K – – –
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$494K -$78.4K -892 -14%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$489K – – –
SPC
92
Sigma Planning Corp
Michigan
$486K -$45.7K -520 -9%
LWM
93
Laidlaw Wealth Management
New York
$480K – – –
EH
94
Equitable Holdings
New York
$470K +$111K +1,259 +31%
GWM
95
Geneos Wealth Management
Colorado
$470K +$8.79K +100 +2%
SCM
96
Schnieders Capital Management
California
$457K – – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$452K -$1.41K -16 -0.3%
OC
98
Oppenheimer & Co
New York
$443K +$23.9K +272 +6%
BW
99
Bison Wealth
Georgia
$432K – – –
FWIA
100
Fort Washington Investment Advisors
Ohio
$431K – – –
2 3
4
5 6

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.