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iShares US Utilities ETF
IDU

251 hedge funds and large institutions have $722M invested in iShares US Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% more ownership

Funds ownership: 50.29% → 51.45% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 77

7% less funds holding

Funds holding: 271 → 251 (-20)

33% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 46

63% less capital invested

Capital invested by funds: $1.95B → $722M (-$1.23B)

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
251
Holders Change
-20
Holders Change %
-7.38%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
31
Increased
71
Reduced
77
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$109M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$63.4M
3
MWM
MinichMacGregor Wealth Management
New York
+$11.3M
4
Bank of America
Bank of America
North Carolina
+$9.72M
5
AWM
Adams Wealth Management
Utah
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.3B
2
B
Bensler
Washington
-$23.4M
3
AWM
Apollon Wealth Management
South Carolina
-$12.1M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$10.1M
5
TC
TownSquare Capital
Utah
-$8.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
176
N.E.W. Advisory Services
Wisconsin
$126K +$124K +1,244 New
UB
177
UMB Bank
Missouri
$122K +$63.4K +635 +112%
PMAM
178
Picton Mahoney Asset Management
Ontario, Canada
$121K +$30K +300 +33%
NSG
179
Nalls Sherbakoff Group
Tennessee
$121K +$119K +1,191 New
RA
180
Rise Advisors
New York
$115K +$15.3K +153 +16%
AF
181
Advisornet Financial
Minnesota
$111K +$599 +6 +0.6%
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$109K +$107K +1,074 New
CAL
183
Capital Analysts LLC
Pennsylvania
$102K – – –
SWM
184
Spire Wealth Management
Virginia
$101K – – –
FWP
185
FAS Wealth Partners
Kansas
$99.4K – – –
CWC
186
Carolinas Wealth Consulting
North Carolina
$95.9K -$100 -1 -0.1%
LWANC
187
Laurel Wealth Advisors (North Carolina)
North Carolina
$91.3K +$23.1K +231 +35%
FFA
188
Farther Finance Advisors
California
$89.3K +$78.8K +789 +887%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$81.1K – – –
SCM
190
Sterling Capital Management
North Carolina
$78.1K – – –
SIS
191
Strategic Investment Solutions
Illinois
$76.3K – – –
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
MG
193
Mather Group
Illinois
$74.2K – – –
GT
194
Glenmede Trust
Pennsylvania
$71K -$69.9K -700 -50%
MWM
195
MGB Wealth Management
Texas
$70K – – –
AW
196
Avion Wealth
Texas
$63K – – –
AAP
197
Arax Advisory Partners
Colorado
$61K – – –
CT
198
Colonial Trust
South Carolina
$60.9K – – –
CIAS
199
Capital Investment Advisory Services
North Carolina
$59.3K +$300 +3 +0.5%
SWA
200
SOA Wealth Advisors
New York
$55.2K – – –
6 7
8
9 10

IDU Hedge Fund Activity: Q1 2025 in Review

251 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q1 2025, worth a combined $722M — down 63% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IDU and 31 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 71 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $109M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $1.3B sold.

  • 251 institutional investors held iShares US Utilities ETF (IDU) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $722M of iShares US Utilities ETF stock for Q1 2025, down 63% quarter-over-quarter.
  • 31 funds opened new iShares US Utilities ETF positions in Q1 2025 and 46 closed out, a net change of -15 holders.
  • The largest iShares US Utilities ETF buyer in Q1 2025 was Fidelity International, an estimated $109M added.
  • The largest iShares US Utilities ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2025.