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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
Fidelity International
Bermuda
$110M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$64.4M
3
MWM
MinichMacGregor Wealth Management
New York
$11.5M
4
Bank of America
Bank of America
North Carolina
$50.6M
5
CI
CacheTech Inc
Utah
$3.85M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
2
B
Bensler
Washington
$0
3
AWM
Apollon Wealth Management
South Carolina
$0
4
PRS
Pinkerton Retirement Specialists
Idaho
$0
5
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
201
Davis Capital Management
Florida
$47.3K – – –
CAWM
202
Capital A Wealth Management
Pennsylvania
$46.5K – – –
MPCG
203
Matrix Private Capital Group
New York
$40.6K – – –
CA
204
CoreCap Advisors
Michigan
$40.2K -$3.9M -38,452 -99%
BHWM
205
Beaird Harris Wealth Management
Texas
$37.5K -$2.64K -26 -7%
CWP
206
Concord Wealth Partners
Virginia
$36.3K -$2.33K -23 -6%
CTWM
207
Cherry Tree Wealth Management
Minnesota
$36.1K – – –
MCM
208
MAI Capital Management
Ohio
$35.4K -$168K -1,653 -83%
FRA
209
Front Row Advisors
California
$32.5K – – –
WIM
210
Westside Investment Management
California
$31.4K – – –
WP
211
WealthShield Partners
North Carolina
$31K – – –
DJSG
212
D.J. St. Germain
Massachusetts
$30.4K – – –
S
213
SignatureFD
Georgia
$30.1K -$97K -955 -76%
TFGT
214
TS Financial Group (TSFG)
Illinois
$30K – – –
CAM
215
Creekmur Asset Management
Illinois
$26.4K – – –
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.2K -$4.03K -40 -13%
CCM
217
Coldstream Capital Management
Washington
$24.5K +$24.5K +242 New
BlackRock
218
BlackRock
New York
$24.3K +$19.9K +196 +445%
PWA
219
Provenance Wealth Advisors
Florida
$21.7K – – –
SIM
220
Synergy Investment Management
Florida
$20.9K -$102 -1 -0.5%
AIM
221
Anchor Investment Management
South Carolina
$20.3K – – –
AA
222
Ancora Advisors
Ohio
$20.3K – – –
CFS
223
Compass Financial Services
Iowa
$19.1K +$102 +1 +0.5%
FCAS
224
First Command Advisory Services
Texas
$18.6K – – –
MTIC
225
Missouri Trust & Investment Company
Missouri
$17.7K – – –
7 8
9
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