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

iShares U.S. Utilities ETF logo
$102.94 -1.37 (-1.31%)
Closing price 05/22/2025 04:10 PM Eastern
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$102.84 -0.10 (-0.10%)
As of 08:18 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Utilities ETF (NYSEARCA:IDU)

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$333.76M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$61.74M
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IDU Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025BOS Asset Management LLC19,297$1.96M0.7%-0.8%0.142%
5/19/2025 Jane Street Group LLC18,381$1.86M0.0%-41.5%0.130%
5/16/2025 Arete Wealth Advisors LLC37,486$3.80M0.3%N/A0.266%
5/16/2025 Goldman Sachs Group Inc.60,213$6.11M0.0%-34.1%0.427%
5/16/2025 Jones Financial Companies Lllp90,746$9.20M0.0%+509.8%0.644%
5/16/2025 Rise Advisors LLC1,133$115K0.1%+15.6%0.008%
5/16/2025 NewEdge Advisors LLC20,611$2.09M0.0%-1.8%0.146%
5/15/2025 EP Wealth Advisors LLC5,351$543K0.0%-1.8%0.038%
5/15/2025 Royal Bank of Canada223,207$22.64M0.0%-9.7%1.583%
5/15/2025 MAI Capital Management349$35K0.0%-82.6%0.002%
5/15/2025 Baird Financial Group Inc.4,037$409K0.0%-14.7%0.029%
5/15/2025 Gerber Kawasaki Wealth & Investment Management6,864$696K0.0%+7.2%0.049%
5/14/2025 PKS Advisory Services LLC4,595$466K0.1%+70.4%0.033%
5/14/2025 Comerica Bank7,579$769K0.0%-17.4%0.054%
5/14/2025 Northwestern Mutual Wealth Management Co.30,267$3.07M0.0%+29.8%0.215%
5/14/2025 Kestra Advisory Services LLC13,771$1.40M0.0%-2.1%0.098%
5/14/2025 Rede Wealth LLC2,074$210K0.1%N/A0.015%
5/14/2025 CW Advisors LLC2,926$296K0.0%N/A0.021%
5/14/2025 Flow Traders U.S. LLC7,000$710K0.0%N/A0.050%
5/14/2025 PGIM Custom Harvest LLC455,420$46.19M1.1%-0.7%3.230%
5/14/2025 Hsbc Holdings PLC635,090$64.41M0.0%N/A4.504%
5/13/2025 CacheTech Inc.38,006$3.86M0.7%N/A0.270%
5/13/2025 Raymond James Financial Inc.188,962$19.16M0.0%+0.2%1.340%
5/13/2025 Forvis Mazars Wealth Advisors LLC7,947$806K0.0%-7.1%0.056%
5/13/2025 Clal Insurance Enterprises Holdings Ltd15,000$1.52M0.0%N/A0.106%
5/13/2025 HighTower Advisors LLC16,502$1.67M0.0%+3.7%0.117%
5/12/2025 Everett Harris & Co. CA18,584$1.89M0.0%-1.5%0.132%
5/9/2025 Atria Wealth Solutions Inc.6,896$699K0.0%-39.7%0.049%
5/9/2025 J. Safra Sarasin Holding AG7,100$720K0.0%-48.0%0.050%
5/9/2025 PNC Financial Services Group Inc.27,741$2.81M0.0%+6.3%0.197%
5/8/2025 Mullooly Asset Management Inc.9,223$935K0.0%N/A0.065%
5/8/2025 Moors & Cabot Inc.2,643$268K0.0%-8.2%0.019%
5/8/2025 US Bancorp DE1,737$176K0.0%+12.4%0.012%
5/8/2025 Harbour Investments Inc.3,742$380K0.0%+64.6%0.027%
5/8/2025 Arkadios Wealth Advisors5,567$565K0.0%+45.7%0.039%
5/7/2025 N.E.W. Advisory Services LLC1,244$126K0.0%N/A0.009%
5/7/2025 Picton Mahoney Asset Management1,200$121K0.0%+33.3%0.009%
5/7/2025 LPL Financial LLC257,854$26.15M0.0%+6.6%1.829%
5/7/2025 First Heartland Consultants Inc.2,038$207K0.0%-10.5%0.014%
5/6/2025 Cetera Investment Advisers33,990$3.45M0.0%-47.5%0.241%
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5/6/2025 Avantax Advisory Services Inc.17,273$1.75M0.0%N/A0.123%
5/6/2025 Brookwood Investment Group LLC4,241$430K0.1%N/A0.030%
5/6/2025 AE Wealth Management LLC41,465$4.21M0.0%-62.2%0.294%
5/6/2025 Wakefield Asset Management LLLP17,422$1.77M0.5%-12.8%0.124%
5/6/2025 Advisors Preferred LLC2,334$237K0.0%N/A0.017%
5/5/2025 J.W. Cole Advisors Inc.25,416$2.58M0.1%+507.7%0.180%
5/5/2025 Private Advisor Group LLC24,043$2.44M0.0%-13.1%0.171%
5/2/2025 Midwest Professional Planners LTD.27,803$2.82M0.9%+4.9%0.197%
5/2/2025 Sigma Planning Corp6,179$627K0.0%+3.8%0.044%
5/2/2025 Signaturefd 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%
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%
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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%
3/11/2025 Lighthouse Financial LLC3,500$337K0.3%N/A0.024%
2/26/2025 Capital A Wealth Management LLC458$44K0.1%N/A0.004%
2/18/2025 GTS Securities LLC13,939$1.34M0.1%+215.4%0.130%
(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, 252 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Hsbc Holdings PLC ($64.41M), Destination Wealth Management ($59.80M), PGIM Custom Harvest LLC ($46.19M), Bank of America Corp DE ($38.64M), LPL Financial LLC ($26.15M), Bensler LLC ($23.38M), and Royal Bank of Canada ($22.64M).Learn more on IDU's institutional investors.

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

Of the 206 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: Hsbc Holdings PLC ($635.09K), Raymond James Financial Inc. ($377.54K), Bensler LLC ($236.20K), Apollon Wealth Management LLC ($122.61K), Modera Wealth Management LLC ($119.49K), MinichMacGregor Wealth Management LLC ($113.15K), and Pinkerton Retirement Specialists LLC ($106.76K).

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

Institutional investors have bought a total of 4,096,306 shares in the last 24 months. This purchase volume represents approximately $384.27M in transactions.

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

Of the 118 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. ($193.23K), LPL Financial LLC ($88.38K), Cambridge Investment Research Advisors Inc. ($84.75K), AE Wealth Management LLC ($68.47K), Bank of New York Mellon Corp ($66.68K), Johnson Investment Counsel Inc. ($56.23K), and Raymond James & Associates ($45.68K).

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

Institutional investors have sold a total of 1,176,385 shares in the last 24 months. This volume of shares sold represents approximately $105.15M in transactions.



This page (NYSEARCA:IDU) was last updated on 5/23/2025 by MarketBeat.com Staff
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