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iShares US Utilities ETF
IDU

Overview Fund Activity

261 hedge funds and large institutions have $682M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+14
Holders Change %
+5.67%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
43
Increased
88
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$98.1M
2
Morgan Stanley
Morgan Stanley
New York
$70.6M
3
CFA
Camarda Financial Advisors
Florida
$13.3M
4
Principal Financial Group
Principal Financial Group
Iowa
$9.05M
5
FAM
Forte Asset Management
New York
$7.16M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$0
2
HSBC Holdings
HSBC Holdings
United Kingdom
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$264K
5
HNB
Huntington National Bank
Ohio
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$98.1M +$45.9M +439,316 +88%
Morgan Stanley
2
Morgan Stanley
New York
$70.6M +$15.9M +152,091 +29%
DWM
3
Destination Wealth Management
California
$64.2M -$489K -4,673 -0.8%
PCH
4
PGIM Custom Harvest
New Jersey
$48.1M +$461K +4,412 +1%
LPL Financial
5
LPL Financial
California
$32.7M +$5.78M +55,279 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.3M +$3.97M +37,961 +17%
Raymond James Financial
7
Raymond James Financial
Florida
$21.5M +$1.69M +16,173 +9%
Wells Fargo
8
Wells Fargo
California
$16.9M +$3.67M +35,061 +28%
CFA
9
Camarda Financial Advisors
Florida
$13.3M +$13.3M +127,449 New
LIA
10
LBMC Investment Advisors
Tennessee
$11.8M -$103K -983 -0.9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.3M -$2.06M -19,733 -15%
MWM
12
MinichMacGregor Wealth Management
New York
$11.1M -$685K -6,552 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.92M +$2.12M +20,281 +27%
Principal Financial Group
14
Principal Financial Group
Iowa
$9.05M +$9.05M +86,585 New
AWM
15
AE Wealth Management
Kansas
$8.54M +$4.21M +40,231 +97%
Truist Financial
16
Truist Financial
North Carolina
$7.89M +$1.59M +15,245 +25%
AI
17
Arrien Investments
Idaho
$7.26M -$154K -1,477 -2%
FAM
18
Forte Asset Management
New York
$7.16M +$7.16M +68,495 New
Ameriprise
19
Ameriprise
Minnesota
$7.13M +$792K +7,571 +12%
PFS
20
Prospera Financial Services
Texas
$6.94M +$4.66M +44,563 +204%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.58M +$1.17M +11,164 +26%
SFC
22
Summit Financial Consulting
Michigan
$5.54M +$5.54M +52,933 New
UBS Group
23
UBS Group
Switzerland
$5.07M +$175K +1,672 +4%
SWA
24
Stratos Wealth Advisors
Ohio
$4.88M +$1.46M +14,002 +43%
CCB
25
Country Club Bank
Missouri
$4.85M -$1.35M -12,996 -22%
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