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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
Brown Advisory
151
Brown Advisory
Maryland
$243K – – –
ISWM
152
Independent Solutions Wealth Management
New York
$242K +$499 +5 +0.2%
VPP
153
Vertex Planning Partners
Illinois
$241K +$499 +5 +0.2%
DWS
154
Discipline Wealth Solutions
South Carolina
$240K +$236K +2,362 New
AP
155
Advisors Preferred
Maryland
$237K +$233K +2,334 New
CB
156
Commerce Bank
Missouri
$234K – – –
GAM
157
Gotham Asset Management
New York
$232K +$228K +2,287 New
HH
158
Hilltop Holdings
Texas
$231K – – –
TA
159
TPG Advisors
Illinois
$228K – – –
Mariner
160
Mariner
Kansas
$225K +$222K +2,222 New
KWS
161
Keystone Wealth Services
California
$215K – – –
RW
162
Rede Wealth
Virginia
$210K +$207K +2,074 New
Citadel Advisors
163
Citadel Advisors
Florida
$208K -$407K -4,078 -67%
OIA
164
OneDigital Investment Advisors
Kansas
$207K -$122K -1,225 -37%
FHC
165
First Heartland Consultants
Missouri
$207K -$24K -240 -11%
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$203K – – –
CG
167
Caprock Group
Idaho
$203K +$200K +2,001 New
NWM
168
Nova Wealth Management
Florida
$187K -$115K -1,152 -38%
US Bancorp
169
US Bancorp
Minnesota
$176K +$19.1K +191 +12%
CTC
170
Central Trust Company
Missouri
$169K – – –
CI
171
CX Institutional
Indiana
$165K +$162K +1,625 New
AAMA
172
Advanced Asset Management Advisors
Ohio
$163K – – –
AEPWM
173
Atlantic Edge Private Wealth Management
Florida
$150K -$4.99K -50 -3%
AF
174
Allworth Financial
California
$141K +$100 +1 +0.1%
PS
175
Principal Securities
Iowa
$137K +$2K +20 +1%
5 6
7
8 9

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.