iShares US Utilities ETF
272 hedge funds and large institutions have $880M invested in iShares US Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 28 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 62
46% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 28
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
28% more capital invested
Capital invested by funds: $690M → $880M (+$190M)
6.69% more ownership
Funds ownership: 46.96% → 53.65% (+6.7%)
3% more funds holding
Funds holding: 264 → 272 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$38M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$36.4M |
| 3 |
SP
Sherman Porfolios
Coeur D'alene,
Idaho
|
+$25M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$17.1M |
| 5 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.84M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$3.94M |
| 4 |
Jane Street
New York
|
-$2.81M |
| 5 |
Goldman Sachs
New York
|
-$2.24M |
IDU Hedge Fund Activity: Q3 2025 in Review
272 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2025, worth a combined $880M — up 28% from $690M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IDU positions and 28 closed out — a net gain of 13 holders — while 94 added to existing stakes and 62 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $38M. The largest seller was Principal Financial Group, exiting entirely with an estimated $9.05M sold.
- 272 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2025, up from 264 in Q2 2025.
- Funds reported $880M of iShares US Utilities ETF stock for Q3 2025, up 28% quarter-over-quarter.
- 41 funds opened new iShares US Utilities ETF positions in Q3 2025 and 28 closed out, a net change of +13 holders.
- The largest iShares US Utilities ETF buyer in Q3 2025 was Steward Partners Investment Advisory, an estimated $38M added.
- The largest iShares US Utilities ETF seller in Q3 2025 was Principal Financial Group, an estimated $9.05M sold.
Based on aggregated 13F filings for Q3 2025.