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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
CI
5
CacheTech Inc
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 %
FFP
126
Forbes Financial Planning
Rhode Island
$345K – – –
AF
127
Apexium Financial
Texas
$342K – – –
CPSC
128
Carl P. Sherr & Co
Massachusetts
$317K – – –
WANY
129
Wealthspire Advisors (New York)
New York
$314K – – –
BCM
130
Brookstone Capital Management
Illinois
$308K -$4.87M -47,973 -94%
RFM
131
Royal Fund Management
Florida
$302K -$4.27K -42 -1%
CWM
132
Congress Wealth Management
Massachusetts
$296K +$296K +2,926 New
SF
133
Summit Financial
New Jersey
$295K +$101 +1 +0%
FFN
134
Focus Financial Network
Minnesota
$290K -$1.72K -17 -0.6%
Citigroup
135
Citigroup
New York
$282K +$158K +1,560 +128%
FMB
136
Field & Main Bank
Kentucky
$279K -$31.4K -310 -10%
NAM
137
NTV Asset Management
West Virginia
$278K – – –
MC
138
Moors & Cabot
Massachusetts
$268K -$24K -237 -8%
WCG
139
Weaver Consulting Group
California
$265K – – –
BFAG
140
Blackston Financial Advisory Group
Florida
$263K -$15.7K -155 -6%
KTA
141
Keeley-Teton Advisors
Illinois
$261K – – –
MCC
142
Money Concepts Capital
Florida
$261K +$261K +2,571 New
HT
143
Heritage Trust
Oklahoma
$259K – – –
JIC
144
Johnson Investment Counsel
Ohio
$256K +$17.2K +170 +7%
WTB
145
Washington Trust Bank
Washington
$250K – – –
RAS
146
RPS Advisory Solutions
Kentucky
$250K -$4.48M -44,178 -95%
NSIM
147
North Star Investment Management
Illinois
$249K -$20.3K -200 -8%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$248K -$6.47M -63,788 -96%
Brown Advisory
149
Brown Advisory
Maryland
$243K – – –
ISWM
150
Independent Solutions Wealth Management
New York
$242K +$507 +5 +0.2%
4 5
6
7 8