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iShares US Utilities ETF
IDU

272 hedge funds and large institutions have $880M invested in iShares US Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 62

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more capital invested

Capital invested by funds: $690M → $880M (+$190M)

6.69% more ownership

Funds ownership: 46.96% → 53.65% (+6.7%)

3% more funds holding

Funds holding: 264 → 272 (+8)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
41
Increased
94
Reduced
62
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$38M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$36.4M
3
SP
Sherman Porfolios
Idaho
+$25M
4
CAM
Cresset Asset Management
Illinois
+$17.1M
5
MSAM
Moloney Securities Asset Management
Missouri
+$8.96M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$9.05M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.84M
3
AWA
Arete Wealth Advisors
Illinois
-$3.94M
4
Jane Street
Jane Street
New York
-$2.81M
5
Goldman Sachs
Goldman Sachs
New York
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
151
Moors & Cabot
Massachusetts
$299K +$647 +6 +0.2%
CB
152
Commerce Bank
Missouri
$288K – – –
GI
153
GAMCO Investors
Connecticut
$286K – – –
CM
154
Cornerstone Management
Georgia
$284K – – –
HT
155
Heritage Trust
Oklahoma
$284K – – –
AWM
156
Adams Wealth Management
Utah
$282K -$68.4K -634 -20%
CI
157
CacheTech Inc
Utah
$282K -$68.4K -634 -20%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$274K -$5.71K -53 -2%
CF
159
Centaurus Financial
California
$274K +$266K +2,469 New
WTB
160
Washington Trust Bank
Washington
$273K – – –
NSIM
161
North Star Investment Management
Illinois
$273K – – –
WCG
162
Weaver Consulting Group
California
$271K -$17.7K -164 -6%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$268K +$45.1K +418 +21%
Brown Advisory
164
Brown Advisory
Maryland
$266K – – –
CCA
165
Childress Capital Advisors
Texas
$265K +$258K +2,392 New
SEI Investments
166
SEI Investments
Pennsylvania
$260K +$253K +2,346 New
GAM
167
Gotham Asset Management
New York
$254K – – –
AA
168
Advisory Alpha
Michigan
$252K +$244K +2,266 New
FTS
169
Fifth Third Securities
Ohio
$250K +$243K +2,253 New
VA
170
Valmark Advisers
Ohio
$250K +$32.2K +299 +15%
TA
171
TPG Advisors
Illinois
$249K – – –
NAM
172
NTV Asset Management
West Virginia
$248K – – –
QP
173
Quartz Partners
New York
$244K -$401K -3,721 -63%
AF
174
Allworth Financial
California
$244K +$216 +2 +0.1%
HH
175
Hilltop Holdings
Texas
$244K -$8.41K -78 -3%
5 6
7
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