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iShares US Utilities ETF

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: 256271 (+15)

0% more funds holding in top 10

Funds holding in top 10: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.3B +$236K +2,339 +21%
DWM
2
Destination Wealth Management
California
$59.8M -$1.51M -14,964 -2%
Morgan Stanley
3
Morgan Stanley
New York
$54.9M -$1.17M -11,607 -2%
PCH
4
PGIM Custom Harvest
New Jersey
$44.1M +$166K +1,651 +0.4%
Bank of America
5
Bank of America
North Carolina
$38.6M -$929K -9,219 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.8M +$3.25M +32,222 +15%
B
7
Bensler
Washington
$23.4M +$1.73M +17,151 +8%
LPL Financial
8
LPL Financial
California
$23.3M -$3.45M -34,265 -12%
SP
9
Sherman Porfolios
Idaho
$21.7M +$22.7M +225,289 New
Raymond James Financial
10
Raymond James Financial
Florida
$18.1M +$19M +188,574 New
AWM
11
Apollon Wealth Management
South Carolina
$12.1M -$604K -5,997 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.1M +$105K +1,047 +0.8%
LIA
13
LBMC Investment Advisors
Tennessee
$10.9M -$241K -2,394 -2%
Wells Fargo
14
Wells Fargo
California
$10.9M -$2.98M -29,544 -21%
AWM
15
AE Wealth Management
Kansas
$10.6M -$332K -3,293 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.1M +$712K +7,067 +7%
PRS
17
Pinkerton Retirement Specialists
Idaho
$10.1M +$1.02M +10,146 +11%
TC
18
TownSquare Capital
Utah
$8.96M +$561K +5,569 +6%
NG
19
Norden Group
Utah
$8.92M +$523K +5,194 +6%
Goldman Sachs
20
Goldman Sachs
New York
$8.8M +$3.83M +37,987 +71%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$8.36M -$291K -2,890 -3%
MSAM
22
Moloney Securities Asset Management
Missouri
$8.09M +$69.3K +688 +0.8%
AI
23
Arrien Investments
Idaho
$7.17M -$213K -2,109 -3%
SHFP
24
Second Half Financial Partners
Florida
$7.05M +$1.06M +10,569 +17%
Ameriprise
25
Ameriprise
Minnesota
$6.89M +$2.22M +22,052 +45%

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.