iShares US Utilities ETF
271 hedge funds and large institutions have $654M 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.
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: 256 → 271 (+15)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
3.31% less ownership
Funds ownership: 53.6% → 50.29% (-3.3%)
18% less capital invested
Capital invested by funds: $798M → $654M (-$145M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$5.71M |
| 2 |
Goldman Sachs
New York
|
+$3.83M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.25M |
| 5 |
D.E. Shaw & Co
New York
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$106M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$42.8M |
| 3 |
GF
Gimbal Financial
Carmel,
Indiana
|
-$7.96M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.14M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$3.57M |
IDU Hedge Fund Activity: Q4 2024 in Review
271 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q4 2024, worth a combined $654M — down 18% 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 $654M of iShares US Utilities ETF stock for Q4 2024, down 18% 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.