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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 %
VPP
151
Vertex Planning Partners
Illinois
$241K +$507 +5 +0.2%
DWS
152
Discipline Wealth Solutions
South Carolina
$240K +$240K +2,362 New
AP
153
Advisors Preferred
Maryland
$237K +$237K +2,334 New
CB
154
Commerce Bank
Missouri
$234K – – –
GAM
155
Gotham Asset Management
New York
$232K +$232K +2,287 New
HH
156
Hilltop Holdings
Texas
$231K – – –
TA
157
TPG Advisors
Illinois
$228K – – –
Mariner
158
Mariner
Kansas
$225K +$225K +2,222 New
KWS
159
Keystone Wealth Services
California
$215K – – –
RW
160
Rede Wealth
Virginia
$210K +$210K +2,074 New
Citadel Advisors
161
Citadel Advisors
Florida
$208K -$414K -4,078 -67%
OIA
162
OneDigital Investment Advisors
Kansas
$207K -$124K -1,225 -37%
FHC
163
First Heartland Consultants
Missouri
$207K -$24.3K -240 -11%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$203K – – –
CG
165
Caprock Group
Idaho
$203K +$203K +2,001 New
NWM
166
Nova Wealth Management
Florida
$187K -$117K -1,152 -38%
US Bancorp
167
US Bancorp
Minnesota
$176K +$19.4K +191 +12%
CTC
168
Central Trust Company
Missouri
$169K – – –
CI
169
CX Institutional
Indiana
$165K +$165K +1,625 New
AAMA
170
Advanced Asset Management Advisors
Ohio
$163K – – –
AEPWM
171
Atlantic Edge Private Wealth Management
Florida
$150K -$5.07K -50 -3%
AF
172
Allworth Financial
California
$141K +$101 +1 +0.1%
PS
173
Principal Securities
Iowa
$137K +$1.92K +20 +1%
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$126K +$126K +1,244 New
UB
175
UMB Bank
Missouri
$122K +$64.4K +635 +112%
5 6
7
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