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iShares U.S. Utilities ETF (IDU) Institutional Ownership

iShares U.S. Utilities ETF logo
$102.64 +0.68 (+0.67%)
As of 05/2/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Utilities ETF (NYSEARCA:IDU)

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$242.73M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$42.42M
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IDU Institutional Buying and Selling by Quarter

iShares U.S. Utilities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Midwest Professional Planners LTD.27,803$2.82M0.9%+4.9%0.197%
5/2/2025Sigma Planning Corp6,179$627K0.0%+3.8%0.044%
5/2/2025Signaturefd LLC296$30K0.0%-76.3%0.002%
5/1/2025 Stephens Inc. AR20,813$2.11M0.0%+23.6%0.148%
5/1/2025 Family Firm Inc.22,248$2.26M0.5%-2.3%0.158%
5/1/2025 Country Club Bank59,544$5.97M0.4%-1.4%0.422%
5/1/2025 Croban30,173$3.06M2.8%N/A0.214%
4/30/2025 Sharkey Howes & Javer15,484$1.57M0.2%+1.0%0.110%
4/30/2025 Cerity Partners LLC16,972$1.72M0.0%-7.1%0.120%
4/30/2025 Stratos Wealth Partners LTD.3,875$393K0.0%-61.4%0.027%
4/30/2025 Stratos Wealth Advisors LLC32,653$3.31M0.2%-8.5%0.232%
4/29/2025 Envestnet Asset Management Inc.74,577$7.56M0.0%-29.2%0.535%
4/29/2025 Discipline Wealth Solutions LLC2,362$240K0.1%N/A0.017%
4/29/2025 Simmons Bank7,903$802K0.1%-24.1%0.057%
4/29/2025 Bank of New York Mellon Corp2,447$248K0.0%-96.3%0.018%
4/29/2025 OneDigital Investment Advisors LLC2,042$207K0.0%-37.5%0.015%
4/28/2025 D.A. Davidson & CO.16,834$1.71M0.0%-2.7%0.121%
4/28/2025 Mutual Advisors LLC6,355$639K0.0%+90.7%0.046%
4/25/2025 Advisors Management Group Inc. ADV21,810$2.21M0.5%+7.0%0.156%
4/25/2025 Essex LLC15,604$1.58M0.3%-1.7%0.112%
4/25/2025 Wealthstar Advisors LLC18,704$1.90M0.9%+8.1%0.134%
4/24/2025 Sunbelt Securities Inc.7,975$809K0.1%-11.8%0.057%
4/24/2025 Money Concepts Capital Corp2,571$261K0.0%N/A0.018%
4/24/2025 Jaffetilchin Investment Partners LLC10,737$1.09M0.1%+26.3%0.077%
4/23/2025 Cottonwood Capital Advisors LLC3,456$350K0.3%-5.7%0.025%
4/23/2025 Field & Main Bank2,750$279K0.1%-10.1%0.020%
4/23/2025 Oppenheimer & Co. Inc.5,122$519K0.0%+2.1%0.037%
4/22/2025 Cambridge Investment Research Advisors Inc.42,163$4.28M0.0%-51.4%0.302%
4/22/2025 WealthCare Investment Partners LLC13,942$1.37M0.6%+81.8%0.100%
4/22/2025 MinichMacGregor Wealth Management LLC113,149$11.48M2.6%N/A0.811%
4/22/2025 Buck Wealth Strategies LLC6,908$701K0.1%N/A0.050%
4/21/2025 Johnson Investment Counsel Inc.2,523$256K0.0%+7.2%0.018%
4/17/2025 Blackston Financial Advisory Group LLC2,589$263K0.1%-5.6%0.019%
4/17/2025 North Star Investment Management Corp.2,458$249K0.0%-7.5%0.018%
4/17/2025 Grant Private Wealth Management Inc4,176$424K0.5%N/A0.030%
4/16/2025 Wealth Enhancement Advisory Services LLC13,980$1.42M0.0%-2.7%0.100%
4/16/2025 Fort Washington Investment Advisors Inc. OH4,300$436K0.0%-4.4%0.031%
4/15/2025 Laurel Wealth Advisors LLC900$91K0.0%+34.5%0.006%
4/15/2025 CX Institutional1,625$165K0.0%N/A0.012%
4/14/2025 Farther Finance Advisors LLC878$89K0.0%+886.5%0.006%
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4/14/2025 Capital Investment Advisors LLC7,126$723K0.0%-3.1%0.051%
4/14/2025 UMB Bank n.a.1,200$122K0.0%+112.4%0.009%
4/11/2025 Independence Bank of Kentucky6,719$681K0.1%-2.1%0.048%
4/11/2025 Armstrong Fleming & Moore Inc10,235$1.04M1.3%N/A0.073%
4/10/2025 Arrien Investments Inc.70,908$7.19M5.2%-0.9%0.508%
4/10/2025 CPR Investments Inc.26,363$2.67M2.4%+6.9%0.189%
4/9/2025 Lbmc Investment Advisors LLC113,827$11.54M0.9%+0.2%0.816%
4/9/2025 Fiduciary Alliance LLC4,272$433K0.0%N/A0.031%
4/3/2025 First Citizens Financial Corp20,728$2.10M1.2%+1.6%0.153%
3/17/2025 Wealth Enhancement Advisory Services LLC14,364$1.38M0.0%+31.1%0.099%
3/11/2025Lighthouse Financial LLC3,500$337K0.3%N/A0.024%
2/26/2025Capital A Wealth Management LLC458$44K0.1%N/A0.004%
2/18/2025GTS Securities LLC13,939$1.34M0.1%+215.4%0.130%
2/18/2025Pinkerton Retirement Specialists LLC105,167$10.12M1.5%+10.7%0.978%
2/18/2025First Heartland Consultants Inc.2,278$219K0.0%-19.9%0.021%
2/17/2025Two Sigma Investments LP56,700$5.46M0.0%N/A0.527%
2/17/2025Royal Bank of Canada247,285$23.79M0.0%+15.0%2.300%
2/17/2025Quantinno Capital Management LP3,579$344K0.0%-5.9%0.033%
2/17/2025D. E. Shaw & Co. Inc.28,457$2.74M0.0%N/A0.265%
2/17/2025EP Wealth Advisors LLC5,451$524K0.0%+13.9%0.051%
2/17/2025CoreCap Advisors LLC38,848$3.74M0.2%+22.6%0.361%
2/17/2025Cetera Investment Advisers64,802$6.24M0.0%+123.1%0.603%
2/17/2025Citadel Advisors LLC6,130$590K0.0%-84.8%0.057%
2/17/2025Baird Financial Group Inc.4,734$455K0.0%N/A0.044%
2/17/2025Bank of America Corp DE401,626$38.64M0.0%-2.2%3.736%
2/17/2025Ameriprise Financial Inc.71,595$6.89M0.0%+44.5%0.666%
2/14/2025Mercer Global Advisors Inc. ADV5,180$498K0.0%-7.0%0.048%
2/14/2025Jane Street Group LLC31,410$3.02M0.0%+868.0%0.292%
2/14/2025Bison Wealth LLC3,931$378K0.1%-17.4%0.037%
2/14/2025Comerica Bank9,176$883K0.0%-8.2%0.085%
2/14/2025Second Half Financial Partners LLC73,280$7.05M3.4%+16.9%0.682%
2/14/2025Gerber Kawasaki Wealth & Investment Management6,405$616K0.0%+1.6%0.060%
2/14/2025Three Seasons Wealth LLC68,510$6.59M3.2%N/A0.637%
2/14/2025J. Safra Sarasin Holding AG13,654$1.31M0.0%+79.8%0.127%
2/14/2025Stifel Financial Corp12,430$1.20M0.0%+36.7%0.116%
2/14/2025 OneDigital Investment Advisors LLC3,267$314K0.0%-48.0%0.030%
2/14/2025Tower Research Capital LLC TRC 1,817$175K0.0%N/A0.017%
2/14/2025MML Investors Services LLC37,343$3.59M0.0%+5.3%0.347%
2/14/20251492 Capital Management LLC2,190$210K0.1%N/A0.020%
2/13/2025NewEdge Advisors LLC20,998$2.02M0.0%+0.7%0.195%
2/13/2025Keeley Teton Advisors LLC2,575$248K0.0%-7.2%0.024%
2/13/2025Belpointe Asset Management LLC7,828$761K0.0%-5.8%0.073%
2/13/2025Townsquare Capital LLC93,179$8.97M0.1%+6.4%0.867%
2/13/2025Heritage Trust Co2,558$246K0.0%N/A0.024%
2/13/2025 Jaffetilchin Investment Partners LLC8,499$818K0.1%-2.5%0.079%
2/13/2025Raymond James Financial Inc.188,574$18.14M0.0%N/A1.754%
2/13/2025Renaissance Technologies LLC2,600$250K0.0%N/A0.024%
2/13/2025Bank of Montreal Can3,540$341K0.0%+13.4%0.033%
2/13/2025 Cerity Partners LLC18,266$1.76M0.0%+26.2%0.170%
2/13/2025Peapack Gladstone Financial Corp5,535$533K0.0%-3.5%0.051%
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2/13/2025 Envestnet Asset Management Inc.105,272$10.13M0.0%+7.2%0.979%
2/13/2025Wells Fargo & Company MN113,414$10.91M0.0%-20.7%1.055%
2/12/2025Huntington National Bank26,056$2.51M0.0%-3.0%0.242%
2/12/2025Franklin Resources Inc.5,420$521K0.0%N/A0.050%
2/12/2025Summit Financial LLC2,903$279K0.0%-10.2%0.027%
2/12/2025O Shaughnessy Asset Management LLC2,001$193K0.0%N/A0.019%
2/12/2025Vertex Planning Partners LLC2,371$228K0.1%+14.8%0.022%
2/12/2025JPMorgan Chase & Co.15,489$1.49M0.0%+54.8%0.144%
2/12/2025PKS Advisory Services LLC2,696$259K0.1%N/A0.025%
2/11/2025LPL Financial LLC241,859$23.27M0.0%-12.4%2.250%
(Data available from 1/1/2016 forward)

IDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IDU shares?

During the previous two years, 244 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Destination Wealth Management ($59.80M), Bank of America Corp DE ($38.64M), Royal Bank of Canada ($23.79M), Bensler LLC ($23.38M), LPL Financial LLC ($23.27M), Raymond James Financial Inc. ($18.14M), and Apollon Wealth Management LLC ($12.14M).Learn more on IDU's institutional investors.

Which institutional investors have been buying iShares U.S. Utilities ETF stock?

Of the 201 institutional investors that purchased iShares U.S. Utilities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($377.15K), Bensler LLC ($236.20K), Apollon Wealth Management LLC ($122.61K), Modera Wealth Management LLC ($119.49K), MinichMacGregor Wealth Management LLC ($113.15K), Pinkerton Retirement Specialists LLC ($106.76K), and Norden Group LLC ($86.76K).

How much institutional buying is happening at iShares U.S. Utilities ETF?

Institutional investors have bought a total of 3,357,898 shares in the last 24 months. This purchase volume represents approximately $306.51M in transactions.

Which iShares U.S. Utilities ETF major shareholders have been selling company stock?

Of the 110 institutional investors that sold iShares U.S. Utilities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($210.23K), LPL Financial LLC ($88.38K), Cambridge Investment Research Advisors Inc. ($84.75K), Bank of New York Mellon Corp ($66.68K), Johnson Investment Counsel Inc. ($56.23K), Raymond James & Associates ($45.68K), and Fifth Third Securities Inc. ($37.27K).

How much institutional selling is happening at iShares U.S. Utilities ETF?

Institutional investors have sold a total of 1,020,480 shares in the last 24 months. This volume of shares sold represents approximately $88.66M in transactions.


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This page (NYSEARCA:IDU) was last updated on 5/3/2025 by MarketBeat.com Staff
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