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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 %
MAM
76
Mullooly Asset Management
New Jersey
$935K +$935K +9,223 New
Fidelity Investments
77
Fidelity Investments
Massachusetts
$849K +$295K +2,913 +53%
SS
78
Sunbelt Securities
Texas
$809K -$108K -1,063 -12%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$806K -$61.4K -605 -7%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$805K – – –
SB
81
Simmons Bank
Arkansas
$802K -$254K -2,507 -24%
Comerica Bank
82
Comerica Bank
Texas
$769K -$162K -1,597 -17%
AC
83
Allstate Corporation
Illinois
$740K – – –
CIA
84
Capital Investment Advisors
Georgia
$723K -$23.1K -228 -3%
JSSH
85
J. Safra Sarasin Holding
$720K -$665K -6,554 -48%
FTUS
86
Flow Traders U.S.
New York
$710K +$710K +7,000 New
BWS
87
Buck Wealth Strategies
Colorado
$701K +$701K +6,908 New
AWS
88
Atria Wealth Solutions
New York
$699K -$460K -4,534 -40%
GKWIM
89
Gerber Kawasaki Wealth & Investment Management
California
$696K +$46.6K +459 +7%
WMA
90
Wealth Management Associates
New Jersey
$695K +$62.3K +614 +10%
GPA
91
Garrison Point Advisors
California
$695K -$12.2K -120 -2%
IBOK
92
Independence Bank of Kentucky
Kentucky
$681K -$14.7K -145 -2%
HNWAG
93
High Net Worth Advisory Group
Florida
$649K – – –
MA
94
Mutual Advisors
Nebraska
$639K +$304K +3,022 +91%
SPC
95
Sigma Planning Corp
Michigan
$627K +$22.7K +224 +4%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$625K -$8.72K -86 -1%
AWA
97
Arkadios Wealth Advisors
Georgia
$565K +$177K +1,747 +46%
Franklin Resources
98
Franklin Resources
California
$550K – – –
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$549K -$12.7K -125 -2%
Creative Planning
100
Creative Planning
Kansas
$545K +$142K +1,399 +35%
2 3
4
5 6