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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 %
PMAM
176
Picton Mahoney Asset Management
Ontario, Canada
$121K +$30.3K +300 +33%
RA
177
Rise Advisors
New York
$115K +$15.5K +153 +16%
AF
178
Advisornet Financial
Minnesota
$111K +$608 +6 +0.6%
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$109K +$109K +1,074 New
CAL
180
Capital Analysts LLC
Pennsylvania
$102K – – –
SWM
181
Spire Wealth Management
Virginia
$101K – – –
FWP
182
FAS Wealth Partners
Kansas
$99.4K – – –
CWC
183
Carolinas Wealth Consulting
North Carolina
$95.9K -$101 -1 -0.1%
LWANC
184
Laurel Wealth Advisors (North Carolina)
North Carolina
$91.3K +$23.4K +231 +35%
FFA
185
Farther Finance Advisors
California
$89.3K +$80.3K +789 +887%
BCWM
186
Bartlett & Co Wealth Management
Ohio
$81.1K – – –
SCM
187
Sterling Capital Management
North Carolina
$78.1K – – –
SIS
188
Strategic Investment Solutions
Illinois
$76.3K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
MG
190
Mather Group
Illinois
$74.2K – – –
GT
191
Glenmede Trust
Pennsylvania
$71K -$71K -700 -50%
MWM
192
MGB Wealth Management
Texas
$70K – – –
AW
193
Avion Wealth
Texas
$63K – – –
AAP
194
Arax Advisory Partners
Colorado
$61K – – –
CT
195
Colonial Trust
South Carolina
$60.9K – – –
CIAS
196
Capital Investment Advisory Services
North Carolina
$59.3K +$304 +3 +0.5%
SWA
197
SOA Wealth Advisors
New York
$55.2K – – –
William Blair & Company
198
William Blair & Company
Illinois
$55.1K -$7.81K -77 -12%
SNB
199
Security National Bank
Nebraska
$50.7K – – –
TWC
200
TD Waterhouse Canada
Ontario, Canada
$49.8K – – –
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8
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