iShares US Utilities ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$109M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$63.4M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$11.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.72M |
| 5 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.3B |
| 2 |
B
Bensler
Bellevue,
Washington
|
-$23.4M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$12.1M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$10.1M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$8.96M |
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.