We are live on ! Find out more
IDU icon

iShares US Utilities ETF
IDU

256 hedge funds and large institutions have $798M invested in iShares US Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 1 → 7 (+6)

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

46% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 56

34% more capital invested

Capital invested by funds: $597M → $798M (+$201M)

8% more funds holding

Funds holding: 236 → 256 (+20)

2.35% more ownership

Funds ownership: 51.49% → 53.83% (+2.3%)

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
3.68%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.1%
New
43
Increased
82
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$98.3M
2
AWM
Apollon Wealth Management
South Carolina
+$11.6M
3
LPL Financial
LPL Financial
California
+$9.12M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.52M
5
GF
Gimbal Financial
Indiana
+$7.31M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$96M
2
BA
Bellwether Advisors
Nebraska
-$3.11M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$1.76M
4
GS
GTS Securities
New York
-$1.51M
5
RFM
Royal Fund Management
Florida
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
151
Johnson Investment Counsel
Ohio
$281K +$37.9K +400 +17%
NAM
152
NTV Asset Management
West Virginia
$280K – – –
NSIM
153
North Star Investment Management
Illinois
$271K – – –
USCWA
154
U.S. Capital Wealth Advisors
Texas
$269K – – –
AFG
155
Argent Financial Group
Louisiana
$261K +$242K +2,558 New
ACP
156
Aveo Capital Partners
Colorado
$256K – – –
WTB
157
Washington Trust Bank
Washington
$252K – – –
LCGC
158
Legacy Capital Group California
California
$245K +$228K +2,405 New
Brown Advisory
159
Brown Advisory
Maryland
$245K – – –
GT
160
Glenmede Trust
Pennsylvania
$245K +$227K +2,400 New
IWM
161
IHT Wealth Management
Illinois
$242K +$225K +2,375 New
VA
162
Valmark Advisers
Ohio
$241K +$947 +10 +0.4%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$240K +$222K +2,349 New
MCM
164
MAI Capital Management
Ohio
$237K – – –
CB
165
Commerce Bank
Missouri
$235K – – –
TA
166
TPG Advisors
Illinois
$229K +$213K +2,245 New
RW
167
REDW Wealth
New Mexico
$228K +$212K +2,234 New
FFBTD
168
First Financial Bank - Trust Division
Ohio
$224K +$208K +2,200 New
HH
169
Hilltop Holdings
Texas
$224K +$208K +2,192 New
WDL
170
Well Done LLC
Michigan
$220K +$204K +2,156 New
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$218K -$19.1K -202 -9%
Optiver Holding
172
Optiver Holding
Netherlands
$217K +$202K +2,130 New
KWS
173
Keystone Wealth Services
California
$216K +$201K +2,120 New
CFO
174
Callan Family Office
Pennsylvania
$214K +$199K +2,100 New
RW
175
Rede Wealth
Virginia
$212K +$196K +2,074 New
5 6
7
8 9

IDU Hedge Fund Activity: Q3 2024 in Review

256 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2024, worth a combined $798M — up 34% from $597M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IDU positions and 21 closed out — a net gain of 22 holders — while 82 added to existing stakes and 56 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $98.3M. The largest seller was Fidelity International, cutting an estimated $96M.

  • 256 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2024, up from 236 in Q2 2024.
  • Funds reported $798M of iShares US Utilities ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 43 funds opened new iShares US Utilities ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest iShares US Utilities ETF buyer in Q3 2024 was HSBC Holdings, an estimated $98.3M added.
  • The largest iShares US Utilities ETF seller in Q3 2024 was Fidelity International, an estimated $96M sold.

Based on aggregated 13F filings for Q3 2024.