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iShares US Utilities ETF
IDU

271 hedge funds and large institutions have $1.95B invested in iShares US Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more capital invested

Capital invested by funds: $798M → $1.95B (+$1.16B)

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

23% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 70

6% more funds holding

Funds holding: 256 → 271 (+15)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3.54% less ownership

Funds ownership: 53.83% → 50.29% (-3.5%)

Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
42
Increased
86
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$5.71M
2
Goldman Sachs
Goldman Sachs
New York
+$3.83M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.25M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$106M
2
Fidelity International
Fidelity International
Bermuda
-$42.8M
3
GF
Gimbal Financial
Indiana
-$7.96M
4
CA
Crumly & Associates
Illinois
-$4.14M
5
FTUS
Flow Traders U.S.
New York
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
176
TPG Advisors
Illinois
$216K – – –
FFBTD
177
First Financial Bank - Trust Division
Ohio
$212K – – –
1CM
178
1492 Capital Management
Wisconsin
$210K +$221K +2,190 New
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$207K +$1.61K +16 +0.7%
KWS
180
Keystone Wealth Services
California
$204K – – –
MCM
181
MAI Capital Management
Ohio
$193K -$31.9K -317 -14%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$193K +$202K +2,001 New
TRCT
183
Tower Research Capital (TRC)
New York
$175K +$183K +1,817 New
CTC
184
Central Trust Company
Missouri
$160K – – –
AAMA
185
Advanced Asset Management Advisors
Ohio
$155K – – –
US Bancorp
186
US Bancorp
Minnesota
$149K – – –
AEPWM
187
Atlantic Edge Private Wealth Management
Florida
$147K -$15.1K -150 -9%
AF
188
Allworth Financial
California
$139K +$4.03K +40 +3%
PS
189
Principal Securities
Iowa
$135K -$3.73K -37 -3%
GT
190
Glenmede Trust
Pennsylvania
$135K -$101K -1,000 -42%
S
191
SignatureFD
Georgia
$120K +$2.72K +27 +2%
Citigroup
192
Citigroup
New York
$117K +$60.4K +599 +96%
NWWA
193
New Wave Wealth Advisors
Arkansas
$117K +$122K +1,214 New
AF
194
Advisornet Financial
Minnesota
$105K +$806 +8 +0.7%
SWM
195
Spire Wealth Management
Virginia
$96.2K – – –
CAL
196
Capital Analysts LLC
Pennsylvania
$96K – – –
RA
197
Rise Advisors
New York
$94.3K +$605 +6 +0.6%
FWP
198
FAS Wealth Partners
Kansas
$94.3K – – –
CWC
199
Carolinas Wealth Consulting
North Carolina
$90.9K – – –
PMAM
200
Picton Mahoney Asset Management
Ontario, Canada
$87K +$90.7K +900 New
6 7
8
9 10

IDU Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2024, worth a combined $1.95B — up 145% from $798M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IDU positions and 23 closed out — a net gain of 19 holders — while 86 added to existing stakes and 70 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $5.71M. The largest seller was HSBC Holdings, exiting entirely with an estimated $106M sold.

  • 271 institutional investors held iShares US Utilities ETF (IDU) as of Q4 2024, up from 256 in Q3 2024.
  • Funds reported $1.95B of iShares US Utilities ETF stock for Q4 2024, up 145% quarter-over-quarter.
  • 42 funds opened new iShares US Utilities ETF positions in Q4 2024 and 23 closed out, a net change of +19 holders.
  • The largest iShares US Utilities ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $5.71M added.
  • The largest iShares US Utilities ETF seller in Q4 2024 was HSBC Holdings, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.