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iShares US Utilities ETF
IDU

251 hedge funds and large institutions have $722M invested in iShares US Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% more ownership

Funds ownership: 50.29% → 51.45% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 77

7% less funds holding

Funds holding: 271 → 251 (-20)

33% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 46

63% less capital invested

Capital invested by funds: $1.95B → $722M (-$1.23B)

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
251
Holders Change
-20
Holders Change %
-7.38%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
31
Increased
71
Reduced
77
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$109M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$63.4M
3
MWM
MinichMacGregor Wealth Management
New York
+$11.3M
4
Bank of America
Bank of America
North Carolina
+$9.72M
5
AWM
Adams Wealth Management
Utah
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.3B
2
B
Bensler
Washington
-$23.4M
3
AWM
Apollon Wealth Management
South Carolina
-$12.1M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$10.1M
5
TC
TownSquare Capital
Utah
-$8.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
126
Lighthouse Financial
Florida
$355K – – –
CCA
127
Cottonwood Capital Advisors
Utah
$350K -$20.7K -207 -6%
FFP
128
Forbes Financial Planning
Rhode Island
$345K – – –
AF
129
Apexium Financial
Texas
$342K – – –
CPSC
130
Carl P. Sherr & Co
Massachusetts
$317K – – –
WANY
131
Wealthspire Advisors (New York)
New York
$314K – – –
BCM
132
Brookstone Capital Management
Illinois
$308K -$4.79M -47,973 -94%
RFM
133
Royal Fund Management
Florida
$302K -$4.19K -42 -1%
CWM
134
Congress Wealth Management
Massachusetts
$296K +$292K +2,926 New
SF
135
Summit Financial
New Jersey
$295K +$100 +1 +0%
FFN
136
Focus Financial Network
Minnesota
$290K -$1.7K -17 -0.6%
Citigroup
137
Citigroup
New York
$282K +$156K +1,560 +128%
FMB
138
Field & Main Bank
Kentucky
$279K -$31K -310 -10%
NAM
139
NTV Asset Management
West Virginia
$278K – – –
MC
140
Moors & Cabot
Massachusetts
$268K -$23.7K -237 -8%
BFAG
141
Blackston Financial Advisory Group
Florida
$268K -$10.2K -102 -4%
WCG
142
Weaver Consulting Group
California
$265K – – –
KTA
143
Keeley-Teton Advisors
Illinois
$261K – – –
MCC
144
Money Concepts Capital
Florida
$261K +$257K +2,571 New
HT
145
Heritage Trust
Oklahoma
$259K – – –
JIC
146
Johnson Investment Counsel
Ohio
$256K +$17K +170 +7%
WTB
147
Washington Trust Bank
Washington
$250K – – –
RAS
148
RPS Advisory Solutions
Kentucky
$250K -$4.41M -44,178 -95%
NSIM
149
North Star Investment Management
Illinois
$249K -$20K -200 -8%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$248K -$6.37M -63,788 -96%
4 5
6
7 8

IDU Hedge Fund Activity: Q1 2025 in Review

251 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2025, worth a combined $722M — down 63% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IDU and 31 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 71 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $109M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $1.3B sold.

  • 251 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $722M of iShares US Utilities ETF stock for Q1 2025, down 63% quarter-over-quarter.
  • 31 funds opened new iShares US Utilities ETF positions in Q1 2025 and 46 closed out, a net change of -15 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2025 was Fidelity International, an estimated $109M added.
  • The largest iShares US Utilities ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2025.