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

iShares U.S. Utilities ETF logo
$109.91 -0.43 (-0.39%)
Closing price 04:10 PM Eastern
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$109.90 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Utilities ETF (NYSEARCA:IDU)

Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$301.90M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$64.84M
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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
8/8/2025Avantax Advisory Services Inc.21,991$2.30M0.0%+27.3%0.166%
8/8/2025Cetera Investment Advisers40,104$4.19M0.0%+18.0%0.303%
8/8/2025Creative Planning4,682$490K0.0%-12.8%0.035%
8/8/2025Carl P. Sherr & Co. LLC2,895$303K0.2%-7.4%0.022%
8/8/2025Family Firm Inc.22,364$2.34M0.6%+0.5%0.169%
8/8/2025PNC Financial Services Group Inc.26,796$2.80M0.0%-3.4%0.202%
8/7/2025 Blackston Financial Advisory Group LLC2,356$246K0.1%-9.0%0.018%
8/7/2025 Allworth Financial LP2,200$230K0.0%+57.4%0.017%
8/7/2025 Midwest Trust Co1,917$200K0.0%N/A0.014%
8/6/2025 Prospera Financial Services Inc66,362$6.94M0.1%+204.4%0.501%
8/6/2025 AE Wealth Management LLC81,696$8.54M0.1%+97.0%0.617%
8/6/2025 Garrison Point Advisors LLC6,948$727K0.3%+1.5%0.052%
8/6/2025 Forbes Financial Planning Inc.3,164$331K0.2%-6.9%0.024%
8/6/2025 Modera Wealth Management LLC1,971$206K0.0%N/A0.015%
8/6/2025 Simmons Bank7,780$814K0.1%-1.6%0.059%
8/5/2025 Bank of Montreal Can2,998$314K0.0%-15.3%0.023%
8/5/2025 Sigma Planning Corp6,393$669K0.0%+3.5%0.048%
8/5/2025 Wakefield Asset Management LLLP15,168$1.59M0.4%-12.9%0.114%
8/5/2025 Kesler Norman & Wride LLC3,458$362K0.1%N/A0.026%
8/5/2025 Lifeworks Advisors LLC8,880$929K0.1%N/A0.067%
8/4/2025 Atria Investments Inc7,892$825K0.0%N/A0.060%
8/4/2025 Assetmark Inc.390$41K0.0%N/A0.003%
8/4/2025 Buck Wealth Strategies LLC10,256$1.07M0.2%+48.5%0.077%
8/4/2025 Arkadios Wealth Advisors6,996$732K0.0%+25.7%0.053%
8/4/2025 Wealth Management Associates Inc.7,269$760K0.3%+6.1%0.055%
8/1/2025 Brookwood Investment Group LLC4,139$433K0.1%-2.4%0.031%
8/1/2025 Envestnet Asset Management Inc.94,858$9.92M0.0%+27.2%0.716%
7/31/2025 Forte Asset Management LLC68,495$7.16M3.6%N/A0.517%
7/31/2025 Cornerstone Management Inc.2,559$268K0.0%N/A0.019%
7/31/2025 Arrien Investments Inc.69,431$7.26M4.6%-2.1%0.524%
7/30/2025 Brookstone Capital Management3,325$348K0.0%+9.3%0.025%
7/30/2025 D.A. Davidson & CO.16,074$1.68M0.0%-4.5%0.121%
7/29/2025 Stephens Inc. AR20,713$2.17M0.0%-0.5%0.156%
7/29/2025 Cottonwood Capital Advisors LLC3,277$343K0.2%-5.2%0.025%
7/29/2025 Stratos Wealth Partners LTD.11,512$1.20M0.0%+197.1%0.087%
7/29/2025 Stratos Wealth Advisors LLC46,655$4.88M0.3%+42.9%0.352%
7/28/2025 Mutual Advisors LLC6,591$712K0.0%+3.7%0.050%
7/28/2025 Essex LLC14,630$1.53M0.3%-6.2%0.110%
7/28/2025 Harbour Investments Inc.8,991$940K0.0%+140.3%0.068%
7/25/2025 Atria Wealth Solutions Inc.5,466$572K0.0%-20.7%0.041%
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7/25/2025 Johnson Investment Counsel Inc.3,133$328K0.0%+24.2%0.024%
7/24/2025Croban30,532$3.19M2.7%+1.2%0.230%
7/24/2025 Wealthstar Advisors LLC22,040$2.31M0.9%+17.8%0.166%
7/23/2025 Mullooly Asset Management Inc.7,972$833K0.3%-13.6%0.060%
7/23/2025 Valmark Advisers Inc.1,953$204K0.0%N/A0.015%
7/23/2025 Country Club Bank46,548$4.85M0.3%-21.8%0.351%
7/23/2025 Prime Capital Investment Advisors LLC2,900$303K0.0%-23.8%0.022%
7/22/2025 CPR Investments Inc.27,352$2.86M2.2%+3.8%0.206%
7/21/2025 NTV Asset Management LLC2,240$234K0.0%-18.2%0.017%
7/21/2025 Ameritas Advisory Services LLC1,296$136K0.0%N/A0.010%
7/21/2025 Yeomans Consulting Group Inc.9,616$1.01M0.4%N/A0.073%
7/21/2025 Hilltop National Bank366$38K0.0%N/A0.003%
7/18/2025 Truist Financial Corp75,499$7.90M0.0%+25.3%0.570%
7/16/2025 MinichMacGregor Wealth Management LLC106,597$11.15M2.4%-5.8%0.808%
7/16/2025 BOS Asset Management LLC18,231$1.91M0.6%-5.5%0.138%
7/16/2025 CX Institutional2,008$210K0.0%+23.6%0.015%
7/15/2025 EWG Elevate Inc.16,811$1.76M0.5%N/A0.127%
7/14/2025 Sowell Financial Services LLC11,302$1.18M0.0%-3.8%0.086%
7/11/2025 Farther Finance Advisors LLC1,177$123K0.0%+34.1%0.009%
7/11/2025 CX Institutional2,008$210K0.0%+23.6%0.015%
7/11/2025 UMB Bank n.a.675$71K0.0%-43.8%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC12,945$1.36M0.0%-7.4%0.098%
7/10/2025 Sharkey Howes & Javer12,180$1.27M0.2%-21.3%0.092%
7/9/2025 Lbmc Investment Advisors LLC112,844$11.80M0.8%-0.9%0.855%
7/9/2025 Fiduciary Alliance LLC3,954$413K0.0%-7.4%0.030%
7/9/2025 Summit Financial Consulting LLC52,933$5.54M5.0%N/A0.401%
7/9/2025 WealthCare Investment Partners LLC15,366$1.61M0.6%+10.2%0.116%
7/8/2025 Rise Advisors LLC1,274$133K0.1%+12.4%0.010%
7/7/2025 First Citizens Financial Corp17,961$1.88M1.0%-13.3%0.136%
7/2/2025 HBW Advisory Services LLC5,951$622K0.1%+30.2%0.043%
6/27/2025Goldman Sachs Group Inc.60,213$6.11M0.0%-34.1%0.430%
5/29/2025 Nova Wealth Management Inc.1,847$187K0.2%-38.4%0.014%
5/28/2025 Wealth Management Associates Inc.6,851$695K0.3%+9.8%0.050%
5/22/2025 BOS Asset Management LLC19,297$1.96M0.7%-0.8%0.142%
5/19/2025Jane Street Group LLC18,381$1.86M0.0%-41.5%0.130%
5/16/2025Arete Wealth Advisors LLC37,486$3.80M0.3%N/A0.266%
5/16/2025Goldman Sachs Group Inc.60,213$6.11M0.0%-34.1%0.427%
5/16/2025Jones Financial Companies Lllp90,746$9.20M0.0%+509.8%0.644%
5/16/2025 Rise Advisors LLC1,133$115K0.1%+15.6%0.008%
5/16/2025NewEdge Advisors LLC20,611$2.09M0.0%-1.8%0.146%
5/15/2025EP Wealth Advisors LLC5,351$543K0.0%-1.8%0.038%
5/15/2025Royal Bank of Canada223,207$22.64M0.0%-9.7%1.583%
5/15/2025MAI Capital Management349$35K0.0%-82.6%0.002%
5/15/2025Baird Financial Group Inc.4,037$409K0.0%-14.7%0.029%
5/15/2025Gerber Kawasaki Wealth & Investment Management6,864$696K0.0%+7.2%0.049%
5/14/2025PKS Advisory Services LLC4,595$466K0.1%+70.4%0.033%
5/14/2025Comerica Bank7,579$769K0.0%-17.4%0.054%
5/14/2025Northwestern Mutual Wealth Management Co.30,267$3.07M0.0%+29.8%0.215%
5/14/2025Kestra Advisory Services LLC13,771$1.40M0.0%-2.1%0.098%
5/14/2025 Rede Wealth LLC2,074$210K0.1%N/A0.015%
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5/14/2025CW Advisors LLC2,926$296K0.0%N/A0.021%
5/14/2025Flow Traders U.S. LLC7,000$710K0.0%N/A0.050%
5/14/2025PGIM Custom Harvest LLC455,420$46.19M1.1%-0.7%3.230%
5/14/2025Hsbc Holdings PLC635,090$64.41M0.0%N/A4.504%
5/13/2025CacheTech Inc.38,006$3.86M0.7%N/A0.270%
5/13/2025Raymond 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%
5/13/2025Clal Insurance Enterprises Holdings Ltd15,000$1.52M0.0%N/A0.106%
5/13/2025HighTower Advisors LLC16,502$1.67M0.0%+3.7%0.117%
5/12/2025Everett Harris & Co. CA18,584$1.89M0.0%-1.5%0.132%
(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, 257 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 iShares U.S. Utilities ETF's institutional investors.

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

Of the 213 institutional investors that purchased iShares U.S. Utilities ETF's 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 ($121.46K), 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 3,015,902 shares in the last 24 months. This purchase volume represents approximately $301.90M in transactions.

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

Of the 101 institutional investors that sold iShares U.S. Utilities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($68.26K), Bank of New York Mellon Corp ($63.79K), Goldman Sachs Group Inc. ($62.43K), Cambridge Investment Research Advisors Inc. ($44.68K), LPL Financial LLC ($34.27K), Citadel Advisors LLC ($34.20K), and Cetera Investment Advisers ($30.81K).

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

Institutional investors have sold a total of 647,717 shares in the last 24 months. This volume of shares sold represents approximately $64.84M in transactions.


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This page (NYSEARCA:IDU) was last updated on 8/8/2025 by MarketBeat.com Staff
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