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

iShares U.S. Utilities ETF logo
$104.71 +0.87 (+0.84%)
As of 07/3/2025 05:00 PM Eastern
Compare

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)
$332.04M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$65.01M
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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
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%
5/29/2025Nova Wealth Management Inc.1,847$187K0.2%-38.4%0.014%
5/28/2025Wealth Management Associates Inc.6,851$695K0.3%+9.8%0.050%
5/22/2025BOS 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%
5/16/2025Rise 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%
5/14/2025Rede Wealth LLC2,074$210K0.1%N/A0.015%
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%
5/13/2025Forvis 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%
5/9/2025Atria Wealth Solutions Inc.6,896$699K0.0%-39.7%0.049%
5/9/2025J. Safra Sarasin Holding AG7,100$720K0.0%-48.0%0.050%
5/9/2025PNC Financial Services Group Inc.27,741$2.81M0.0%+6.3%0.197%
5/8/2025Mullooly Asset Management Inc.9,223$935K0.0%N/A0.065%
5/8/2025Moors & Cabot Inc.2,643$268K0.0%-8.2%0.019%
5/8/2025US Bancorp DE1,737$176K0.0%+12.4%0.012%
5/8/2025Harbour Investments Inc.3,742$380K0.0%+64.6%0.027%
5/8/2025Arkadios Wealth Advisors5,567$565K0.0%+45.7%0.039%
5/7/2025N.E.W. Advisory Services LLC1,244$126K0.0%N/A0.009%
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5/7/2025Picton Mahoney Asset Management1,200$121K0.0%+33.3%0.009%
5/7/2025LPL Financial LLC257,854$26.15M0.0%+6.6%1.829%
5/7/2025First Heartland Consultants Inc.2,038$207K0.0%-10.5%0.014%
5/6/2025Cetera Investment Advisers33,990$3.45M0.0%-47.5%0.241%
5/6/2025Avantax Advisory Services Inc.17,273$1.75M0.0%N/A0.123%
5/6/2025Brookwood Investment Group LLC4,241$430K0.1%N/A0.030%
5/6/2025AE Wealth Management LLC41,465$4.21M0.0%-62.2%0.294%
5/6/2025Wakefield Asset Management LLLP17,422$1.77M0.5%-12.8%0.124%
5/6/2025Advisors Preferred LLC2,334$237K0.0%N/A0.017%
5/5/2025J.W. Cole Advisors Inc.25,416$2.58M0.1%+507.7%0.180%
5/5/2025Private Advisor Group LLC24,043$2.44M0.0%-13.1%0.171%
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%
5/1/2025Stephens Inc. AR20,813$2.11M0.0%+23.6%0.148%
5/1/2025Family Firm Inc.22,248$2.26M0.5%-2.3%0.158%
5/1/2025Country Club Bank59,544$5.97M0.4%-1.4%0.422%
5/1/2025Croban30,173$3.06M2.8%N/A0.214%
4/30/2025Sharkey Howes & Javer15,484$1.57M0.2%+1.0%0.110%
4/30/2025Cerity Partners LLC16,972$1.72M0.0%-7.1%0.120%
4/30/2025Stratos Wealth Partners LTD.3,875$393K0.0%-61.4%0.027%
4/30/2025Stratos Wealth Advisors LLC32,653$3.31M0.2%-8.5%0.232%
4/29/2025Envestnet Asset Management Inc.74,577$7.56M0.0%-29.2%0.535%
4/29/2025Discipline Wealth Solutions LLC2,362$240K0.1%N/A0.017%
4/29/2025Simmons Bank7,903$802K0.1%-24.1%0.057%
4/29/2025Bank of New York Mellon Corp2,447$248K0.0%-96.3%0.018%
4/29/2025OneDigital Investment Advisors LLC2,042$207K0.0%-37.5%0.015%
4/28/2025D.A. Davidson & CO.16,834$1.71M0.0%-2.7%0.121%
4/28/2025Mutual Advisors LLC6,355$639K0.0%+90.7%0.046%
4/25/2025Advisors Management Group Inc. ADV21,810$2.21M0.5%+7.0%0.156%
4/25/2025Essex LLC15,604$1.58M0.3%-1.7%0.112%
4/25/2025Wealthstar Advisors LLC18,704$1.90M0.9%+8.1%0.134%
4/24/2025Sunbelt Securities Inc.7,975$809K0.1%-11.8%0.057%
4/24/2025Money Concepts Capital Corp2,571$261K0.0%N/A0.018%
4/24/2025Jaffetilchin Investment Partners LLC10,737$1.09M0.1%+26.3%0.077%
4/23/2025Cottonwood Capital Advisors LLC3,456$350K0.3%-5.7%0.025%
4/23/2025Field & Main Bank2,750$279K0.1%-10.1%0.020%
4/23/2025Oppenheimer & Co. Inc.5,122$519K0.0%+2.1%0.037%
4/22/2025Cambridge Investment Research Advisors Inc.42,163$4.28M0.0%-51.4%0.302%
4/22/2025WealthCare Investment Partners LLC13,942$1.37M0.6%+81.8%0.100%
4/22/2025MinichMacGregor Wealth Management LLC113,149$11.48M2.6%N/A0.811%
4/22/2025Buck Wealth Strategies LLC6,908$701K0.1%N/A0.050%
4/21/2025Johnson Investment Counsel Inc.2,523$256K0.0%+7.2%0.018%
4/17/2025Blackston Financial Advisory Group LLC2,589$263K0.1%-5.6%0.019%
4/17/2025North Star Investment Management Corp.2,458$249K0.0%-7.5%0.018%
4/17/2025Grant Private Wealth Management Inc4,176$424K0.5%N/A0.030%
4/16/2025Wealth Enhancement Advisory Services LLC13,980$1.42M0.0%-2.7%0.100%
4/16/2025Fort Washington Investment Advisors Inc. OH4,300$436K0.0%-4.4%0.031%
4/15/2025Laurel Wealth Advisors LLC900$91K0.0%+34.5%0.006%
4/15/2025CX Institutional1,625$165K0.0%N/A0.012%
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4/14/2025Farther Finance Advisors LLC878$89K0.0%+886.5%0.006%
4/14/2025Capital Investment Advisors LLC7,126$723K0.0%-3.1%0.051%
4/14/2025UMB Bank n.a.1,200$122K0.0%+112.4%0.009%
4/11/2025Independence Bank of Kentucky6,719$681K0.1%-2.1%0.048%
4/11/2025Armstrong Fleming & Moore Inc10,235$1.04M1.3%N/A0.073%
4/10/2025Arrien Investments Inc.70,908$7.19M5.2%-0.9%0.508%
4/10/2025CPR Investments Inc.26,363$2.67M2.4%+6.9%0.189%
4/9/2025Lbmc Investment Advisors LLC113,827$11.54M0.9%+0.2%0.816%
4/9/2025Fiduciary Alliance LLC4,272$433K0.0%N/A0.031%
4/3/2025First Citizens Financial Corp20,728$2.10M1.2%+1.6%0.153%
(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, 254 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 207 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 ($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 3,425,624 shares in the last 24 months. This purchase volume represents approximately $332.04M in transactions.

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

Of the 95 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 ($66.68K), Goldman Sachs Group Inc. ($62.43K), Cambridge Investment Research Advisors Inc. ($44.68K), LPL Financial LLC ($34.27K), Citadel Advisors LLC ($34.20K), and Destination Wealth Management ($30.99K).

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

Institutional investors have sold a total of 657,825 shares in the last 24 months. This volume of shares sold represents approximately $65.01M in transactions.


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This page (NYSEARCA:IDU) was last updated on 7/4/2025 by MarketBeat.com Staff
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