We are live on ! Find out more
IDU icon

iShares US Utilities ETF
IDU

271 hedge funds and large institutions have $1.95B invested in iShares US Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more capital invested

Capital invested by funds: $798M → $1.95B (+$1.16B)

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

23% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 70

6% more funds holding

Funds holding: 256 → 271 (+15)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3.54% less ownership

Funds ownership: 53.83% → 50.29% (-3.5%)

Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
42
Increased
86
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$5.71M
2
Goldman Sachs
Goldman Sachs
New York
+$3.83M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.25M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$106M
2
Fidelity International
Fidelity International
Bermuda
-$42.8M
3
GF
Gimbal Financial
Indiana
-$7.96M
4
CA
Crumly & Associates
Illinois
-$4.14M
5
FTUS
Flow Traders U.S.
New York
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
101
Gerber Kawasaki Wealth & Investment Management
California
$616K +$10.4K +103 +2%
HNWAG
102
High Net Worth Advisory Group
Florida
$616K – – –
SG
103
StoneX Group
New York
$612K +$641K +6,365 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$601K – – –
WMA
105
Wealth Management Associates
New Jersey
$600K +$23.8K +236 +4%
Citadel Advisors
106
Citadel Advisors
Florida
$590K -$3.45M -34,204 -85%
SPC
107
Sigma Planning Corp
Michigan
$573K -$30.1K -299 -5%
ACP
108
Aveo Capital Partners
Colorado
$559K +$333K +3,303 +132%
HF
109
HRT Financial
New York
$555K +$581K +5,770 New
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$533K -$20.2K -200 -3%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$525K +$89.2K +885 +19%
EWA
112
EP Wealth Advisors
California
$524K +$67.2K +667 +14%
Franklin Resources
113
Franklin Resources
California
$521K +$546K +5,420 New
LWM
114
Laidlaw Wealth Management
New York
$510K – – –
SCM
115
Schnieders Capital Management
California
$500K – – –
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$498K -$39.5K -392 -7%
OC
117
Oppenheimer & Co
New York
$483K -$2.22K -22 -0.4%
FIG
118
FSA Investment Group
Florida
$471K +$493K +4,891 New
EAM
119
Evanson Asset Management
California
$457K +$806 +8 +0.2%
GWM
120
Geneos Wealth Management
Colorado
$456K -$50.4K -500 -10%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$455K +$477K +4,734 New
HAS
122
HBW Advisory Services
California
$446K -$38.9K -386 -8%
FWIA
123
Fort Washington Investment Advisors
Ohio
$433K -$40.3K -400 -8%
EAM
124
Empirical Asset Management
Massachusetts
$428K +$4.53K +45 +1%
MAS
125
Madden Advisory Services
Florida
$411K +$5.64K +56 +1%
3 4
5
6 7

IDU Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2024, worth a combined $1.95B — up 145% from $798M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IDU positions and 23 closed out — a net gain of 19 holders — while 86 added to existing stakes and 70 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $5.71M. The largest seller was HSBC Holdings, exiting entirely with an estimated $106M sold.

  • 271 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2024, up from 256 in Q3 2024.
  • Funds reported $1.95B of iShares US Utilities ETF stock for Q4 2024, up 145% quarter-over-quarter.
  • 42 funds opened new iShares US Utilities ETF positions in Q4 2024 and 23 closed out, a net change of +19 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $5.71M added.
  • The largest iShares US Utilities ETF seller in Q4 2024 was HSBC Holdings, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.