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

iShares U.S. Utilities ETF logo
$116.96 -0.14 (-0.12%)
As of 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)
196
Total
Institutional Inflows
(last 12 months)
$594.51M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$151.07M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp8,123$943K0.0%+20.0%0.059%
5/5/2026IMC Chicago LLC7,000$813K0.0%N/A0.051%
5/5/2026Geneos Wealth Management Inc.13,194$1.53M0.0%-3.8%0.096%
5/5/2026Sanctuary Advisors LLC36,303$4.22M0.0%+100.4%0.265%
5/5/2026 Sigma Planning Corp8,844$1.03M0.0%+10.8%0.065%
5/5/2026 Avantax Planning Partners Inc.1,835$213K0.0%N/A0.013%
5/4/2026 HBW Advisory Services LLC6,334$735K0.1%+5.9%0.046%
5/1/2026 Fifth Third Bancorp10,757$1.25M0.0%+12,706.0%0.079%
5/1/2026 Sovran Advisors LLC19,752$2.34M0.2%+134.5%0.144%
5/1/2026 Advisors Management Group Inc. ADV20,980$2.44M0.4%+1.0%0.154%
5/1/2026 Sequoia Financial Advisors LLC1,803$209K0.0%N/A0.013%
5/1/2026 Independence Bank of Kentucky6,162$715K0.1%-1.9%0.045%
4/30/2026 Hsbc Holdings PLC3,000$348K0.0%-99.6%0.022%
4/30/2026 Kestra Advisory Services LLC8,628$1.00M0.0%+10.7%0.063%
4/30/2026 Money Concepts Capital Corp4,578$532K0.0%+12.9%0.034%
4/28/2026 Stephens Inc. AR23,181$2.69M0.0%-0.8%0.159%
4/28/2026 Astoria Portfolio Advisors LLC.5,502$642K0.1%N/A0.038%
4/28/2026 Forte Asset Management LLC69,171$8.03M3.5%-0.7%0.474%
4/28/2026 Beacon Financial Advisory LLC2,018$234K0.1%N/A0.014%
4/28/2026 Wealthstar Advisors LLC19,273$2.24M1.0%-21.9%0.132%
4/27/2026 Arrien Investments Inc.69,056$8.02M4.3%-1.9%0.473%
4/27/2026 Private Advisor Group LLC28,509$3.31M0.0%-30.2%0.195%
4/23/2026 Simmons Bank7,736$898K0.1%-3.3%0.054%
4/23/2026 Apollon Wealth Management LLC4,572$531K0.0%-21.5%0.032%
4/21/2026 Fiduciary Alliance LLC4,723$549K0.0%+5.0%0.034%
4/17/2026 XML Financial LLC2,021$235K0.0%N/A0.014%
4/17/2026 Brookstone Capital Management3,715$431K0.0%+8.6%0.027%
4/16/2026 CPR Investments Inc.26,088$3.03M2.0%-5.3%0.186%
3/20/2026 Hsbc Holdings PLC728,611$78.95M0.0%+24,187.0%5.900%
3/12/2026Nalls Sherbakoff Group LLC1,179$128K0.1%N/A0.010%
3/9/2026Corient Private Wealth LLC21,433$2.32M0.0%+940.4%0.174%
3/6/2026 Hsbc Holdings PLC728,611$78.95M0.0%+24,187.0%5.900%
3/4/2026SHP Wealth Management700$76K0.0%N/A0.006%
2/20/2026Sunbelt Securities Inc.7,395$801K0.1%-7.9%0.060%
2/19/2026Corient Private Wealth LLC80,935$8.77M0.0%+3,828.9%0.655%
2/18/2026Strive Financial Group LLC274$30K0.0%N/A0.002%
2/18/2026Mercer Global Advisors Inc. ADV6,351$688K0.0%+4.6%0.051%
2/18/2026Beacon Pointe Advisors LLC21,562$2.34M0.0%N/A0.175%
2/18/2026EP Wealth Advisors LLC2,693$292K0.0%N/A0.022%
2/18/2026CacheTech Inc.3,526$382K0.1%+38.7%0.029%
2/18/2026NewEdge Advisors LLC5,743$622K0.0%-76.2%0.047%
2/18/2026KKM Financial LLC6,965$755K0.1%+14.4%0.056%
2/18/2026Adams Wealth Management3,526$382K0.1%+38.7%0.029%
2/18/2026Sun Group Wealth Partners1,900$206K0.2%N/A0.015%
2/18/2026IHT Wealth Management LLC1,966$213K0.0%+5.8%0.016%
2/17/2026AQR Capital Management LLC2,211$240K0.0%N/A0.018%
2/17/2026Camarda Financial Advisors LLC122,102$13.23M5.0%+0.5%0.989%
2/17/2026Cetera Investment Advisers61,583$6.67M0.0%-0.9%0.499%
2/17/2026Equitable Holdings Inc.47,658$5.16M0.0%+22.7%0.386%
2/17/2026 MinichMacGregor Wealth Management LLC110,594$11.98M2.2%+4.3%0.895%
2/17/2026Jump Financial LLC5,643$611K0.0%N/A0.046%
2/17/2026Sherman Porfolios LLC161,938$17.55M1.2%-30.1%1.311%
2/17/2026Osaic Holdings Inc.91,451$9.92M0.0%+0.4%0.740%
2/17/2026 Private Advisor Group LLC40,820$4.42M0.0%+24.8%0.331%
2/17/2026 WealthCare Asset Management LLC3,375$377K0.3%N/A0.027%
2/17/2026Royal Bank of Canada178,696$19.36M0.0%-0.3%1.447%
2/16/2026 MLP3 LLC9,770$1.06M1.2%N/A0.079%
2/16/2026 MML Investors Services LLC47,913$5.19M0.0%+2.5%0.388%
2/16/2026Mariner LLC6,478$702K0.0%-15.3%0.052%
2/16/2026Destination Wealth Management608,539$65.94M1.7%-0.4%4.927%
2/16/2026Arax Advisory Partners284$31K0.0%N/A0.002%
2/13/2026 Kestra Advisory Services LLC7,796$845K0.0%+3.0%0.063%
2/13/2026Quartz Partners LLC3,183$345K0.1%+44.4%0.026%
2/13/2026 Johnson Investment Counsel Inc.3,283$356K0.0%+3.1%0.027%
2/13/2026Stifel Financial Corp18,438$2.00M0.0%+8.9%0.149%
2/13/2026Beacon Capital Management LLC2,678$290K0.0%N/A0.022%
2/13/2026Ridge Creek Global Inc7,824$848K0.7%N/A0.063%
2/13/2026Smartleaf Asset Management LLC6,699$731K0.0%N/A0.054%
2/13/2026Morgan Stanley657,781$71.28M0.0%-5.5%5.326%
2/13/2026Focused Alpha LLC2,542$275K0.1%N/A0.021%
2/13/2026Arkadios Wealth Advisors7,803$846K0.0%+5.3%0.063%
2/13/2026First National Bank of Omaha48,212$5.26M0.2%N/A0.390%
2/13/2026Wells Fargo & Company MN235,177$25.48M0.0%+2.8%1.904%
2/13/2026Clal Insurance Enterprises Holdings Ltd10,000$1.08M0.0%N/A0.081%
2/12/2026 Laurel Oak Wealth Management LLC2,756$299K0.1%N/A0.022%
2/12/2026 Retirement Management Systems Inc.5,640$611K0.2%N/A0.046%
2/12/2026 Commonwealth Equity Services LLC96,566$10.46M0.0%-18.7%0.782%
2/12/2026Lbmc Investment Advisors LLC110,305$11.95M0.7%-0.4%0.893%
2/12/2026Steward Partners Investment Advisory LLC404,651$43.85M0.2%+6.1%3.277%
2/12/2026CIBC Private Wealth Group LLC3,069$333K0.0%-8.9%0.025%
2/12/2026Bank of Montreal Can12,553$1.36M0.0%+318.7%0.102%
2/11/2026Picton Mahoney Asset Management1,700$184K0.0%-15.0%0.014%
2/11/2026Focus Partners Advisor Solutions LLC2,384$258K0.0%N/A0.019%
2/11/2026Westerkirk Capital Inc.5,451$591K0.1%-53.7%0.044%
2/11/2026Everett Harris & Co. CA18,039$1.96M0.0%-1.0%0.146%
2/11/2026Cerity Partners LLC17,611$1.91M0.0%+1.8%0.143%
2/11/2026LPL Financial LLC411,813$44.62M0.0%+14.0%3.335%
2/11/2026O Shaughnessy Asset Management LLC2,866$311K0.0%+18.5%0.023%
2/11/2026Milestone Investment Advisors LLC940$102K0.0%N/A0.008%
2/11/2026 Lifestyle Asset Management Inc.28,852$3.13M1.0%+96.2%0.234%
2/11/2026 J.W. Cole Advisors Inc.28,655$3.04M0.1%+3.9%0.232%
2/10/2026Cibc World Market Inc.3,700$401K0.0%+28.1%0.030%
2/10/2026Lido Advisors LLC2,886$316K0.0%N/A0.023%
2/10/2026Greenspring Advisors LLC2,587$280K0.0%-11.5%0.021%
2/10/2026Goldman Sachs Group Inc.127,535$13.82M0.0%+629.1%1.033%
2/10/2026Kesler Norman & Wride LLC8,473$918K0.2%N/A0.069%
2/10/2026Peapack Gladstone Financial Corp4,910$532K0.0%-7.5%0.040%
2/10/2026 Founders Financial Securities LLC2,353$255K0.0%N/A0.019%
2/10/2026BNP Paribas Financial Markets50,200$5.44M0.0%N/A0.406%
2/10/2026Holderness Investments Co.12,983$1.41M0.3%-4.7%0.105%


IDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IDU shares?

During the previous two years, 310 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Bank of America Corp DE ($109.78M), Morgan Stanley ($71.28M), Destination Wealth Management ($65.94M), PGIM Custom Harvest LLC ($50.87M), LPL Financial LLC ($44.62M), Steward Partners Investment Advisory LLC ($43.85M), and Pinkerton Wealth LLC ($39.77M).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 273 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 ($2.09M), Bank of America Corp DE ($490.96K), Raymond James Financial Inc. ($401.98K), Pinkerton Wealth LLC ($366.99K), Bensler LLC ($236.20K), Sherman Porfolios LLC ($231.73K), and Cresset Asset Management LLC ($169.52K).

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

Institutional investors have bought a total of 5,552,095 shares in the last 24 months. This purchase volume represents approximately $594.51M 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: Hsbc Holdings PLC ($725.61K), Sherman Porfolios LLC ($69.80K), AE Wealth Management LLC ($68.26K), Goldman Sachs Group Inc. ($62.43K), Morgan Stanley ($37.94K), CacheTech Inc. ($35.46K), and Adams Wealth Management ($34.83K).

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

Institutional investors have sold a total of 1,357,819 shares in the last 24 months. This volume of shares sold represents approximately $151.07M in transactions.


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This page (NYSEARCA:IDU) was last updated on 5/5/2026 by MarketBeat.com Staff.
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