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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.

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
1
Fidelity International
Bermuda
$110M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$64.4M
3
MWM
3
MinichMacGregor Wealth Management
New York
$11.5M
4
Bank of America
4
Bank of America
North Carolina
$50.6M
5
CI
5
CacheTech Inc
Utah
$3.85M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$0
2
B
2
Bensler
Washington
$0
3
AWM
3
Apollon Wealth Management
South Carolina
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
1
Fidelity International
Bermuda
$110M 1,088,428 +1,088,428 New
HSBC Holdings
2
HSBC Holdings
United Kingdom
$64.4M 635,090 +635,090 New
DWM
3
Destination Wealth Management
California
$62.8M 618,761 -2,842 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$53.1M 523,518 -46,996 -8%
Bank of America
5
Bank of America
North Carolina
$50.6M 498,980 +97,354 +24%
PCH
6
PGIM Custom Harvest
New Jersey
$46.2M 455,420 -3,245 -0.7%
LPL Financial
7
LPL Financial
California
$26.2M 257,854 +15,995 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.6M 223,207 -24,078 -10%
Raymond James Financial
9
Raymond James Financial
Florida
$19.2M 188,962 +388 +0.2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13M 127,872 +2,515 +2%
Wells Fargo
11
Wells Fargo
California
$12.8M 126,304 +12,890 +11%
LIA
12
LBMC Investment Advisors
Tennessee
$11.5M 113,827 +191 +0.2%
MWM
13
MinichMacGregor Wealth Management
New York
$11.5M 113,149 +113,149 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.56M 74,577 -30,695 -29%
AI
15
Arrien Investments
Idaho
$7.19M 70,908 -644 -0.9%
Ameriprise
16
Ameriprise
Minnesota
$6.14M 60,580 -11,015 -15%
Truist Financial
17
Truist Financial
North Carolina
$6.11M 60,254 +6,364 +12%
Goldman Sachs
18
Goldman Sachs
New York
$6.11M 60,213 -31,217 -34%
CCB
19
Country Club Bank
Missouri
$5.97M 59,544 -821 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.19M 51,141 -12,323 -19%
Two Sigma Investments
21
Two Sigma Investments
New York
$4.82M 47,497 -9,203 -16%
UBS Group
22
UBS Group
Switzerland
$4.75M 46,845 +2,593 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.28M 42,163 -44,675 -51%
AWM
24
AE Wealth Management
Kansas
$4.21M 41,465 -68,264 -62%
CI
25
CacheTech Inc
Utah
$3.85M 38,006 +38,006 New
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