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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.

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 %
EWA
101
EP Wealth Advisors
California
$543K -$10.1K -100 -2%
SCM
102
Schnieders Capital Management
California
$527K – – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$523K -$2.23K -22 -0.4%
OC
104
Oppenheimer & Co
New York
$519K +$10.5K +104 +2%
FIG
105
FSA Investment Group
Florida
$499K +$2.84K +28 +0.6%
EAM
106
Evanson Asset Management
California
$482K +$609 +6 +0.1%
PAS
107
PKS Advisory Services
New York
$466K +$193K +1,899 +70%
HAS
108
HBW Advisory Services
California
$464K -$6.09K -60 -1%
EAM
109
Empirical Asset Management
Massachusetts
$456K +$5.27K +52 +1%
FWIA
110
Fort Washington Investment Advisors
Ohio
$436K -$20.3K -200 -4%
MAS
111
Madden Advisory Services
Florida
$434K +$507 +5 +0.1%
FA
112
Fiduciary Alliance
South Carolina
$433K +$433K +4,272 New
BIG
113
Brookwood Investment Group
Arizona
$430K +$430K +4,241 New
CAL
114
Capital Advisors Ltd
Ohio
$428K – – –
GPWM
115
Grant Private Wealth Management
California
$424K +$424K +4,176 New
QCM
116
Quantinno Capital Management
New York
$414K +$50.9K +502 +14%
SF
117
Synovus Financial
Georgia
$413K +$1.62K +16 +0.4%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$409K -$70.7K -697 -15%
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$395K – – –
SWP
120
Stratos Wealth Partners
Ohio
$393K -$625K -6,158 -61%
PCIA
121
Prime Capital Investment Advisors
Kansas
$386K +$89.3K +880 +30%
HI
122
Harbour Investments
Wisconsin
$380K +$149K +1,468 +65%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$359K – – –
LF
124
Lighthouse Financial
Florida
$355K – – –
CCA
125
Cottonwood Capital Advisors
Utah
$350K -$21K -207 -6%
3 4
5
6 7