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iShares US Utilities ETF
IDU

Overview Fund Activity

261 hedge funds and large institutions have $682M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+14
Holders Change %
+5.67%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
43
Increased
88
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.6M
3
CFA
3
Camarda Financial Advisors
Florida
$13.3M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$9.05M
5
FAM
5
Forte Asset Management
New York
$7.16M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$264K
5
HNB
5
Huntington National Bank
Ohio
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
176
Coastal Bridge Advisors
Connecticut
$206K +$206K +1,967 New
VA
177
Valmark Advisers
Ohio
$204K +$204K +1,953 New
TSS
178
Two Sigma Securities
New York
$201K +$201K +1,920 New
MT
179
Midwest Trust
Kansas
$200K +$200K +1,917 New
NWM
180
Nova Wealth Management
Florida
$188K -$4.7K -45 -2%
CTC
181
Central Trust Company
Missouri
$174K – – –
AAMA
182
Advanced Asset Management Advisors
Ohio
$168K – – –
US Bancorp
183
US Bancorp
Minnesota
$158K -$23.5K -225 -13%
PS
184
Principal Securities
Iowa
$158K +$8.47K +81 +6%
AEPWM
185
Atlantic Edge Private Wealth Management
Florida
$154K – – –
PMAM
186
Picton Mahoney Asset Management
Ontario, Canada
$146K +$20.9K +200 +17%
AAS
187
Ameritas Advisory Services
Nebraska
$136K +$136K +1,296 New
RA
188
Rise Advisors
New York
$133K +$14.7K +141 +12%
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$130K – – –
FFA
190
Farther Finance Advisors
California
$123K +$31.3K +299 +34%
AF
191
Advisornet Financial
Minnesota
$115K +$627 +6 +0.5%
CAL
192
Capital Analysts LLC
Pennsylvania
$105K – – –
FWP
193
FAS Wealth Partners
Kansas
$102K – – –
BCWM
194
Bartlett & Co Wealth Management
Ohio
$83.7K – – –
SCM
195
Sterling Capital Management
North Carolina
$80.5K – – –
SIS
196
Strategic Investment Solutions
Illinois
$78.6K – – –
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$78K – – –
GIM
198
Glenmede Investment Management
Pennsylvania
$73.2K +$73.2K +700 New
MWM
199
MGB Wealth Management
Texas
$72.2K – – –
UB
200
UMB Bank
Missouri
$70.6K -$54.9K -525 -44%
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8
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