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

iShares U.S. Utilities ETF logo
$109.45 -0.08 (-0.07%)
As of 03:57 PM 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)
176
Total
Institutional Inflows
(last 12 months)
$402.82M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$174.05M
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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
9/2/2026 Citadel Advisors LLC20,771$2.38M0.0%+863.9%0.165%
8/27/2026 Corient Private Wealth LP20,212$2.32M0.0%-4.2%0.160%
8/22/2026 TD Waterhouse Canada Inc.8,055$911K0.0%+155.1%0.064%
8/21/2026 XML Financial LLC2,173$249K0.0%+7.5%0.017%
8/21/2026 Independence Bank of Kentucky6,032$691K0.1%-2.1%0.048%
8/19/2026 Field & Main Bank2,580$296K0.0%N/A0.020%
8/7/2026 Trust Co. of Vermont603$69K0.0%N/A0.005%
7/10/2026 Wealthcare Advisory Partners LLC2,057$236K0.0%+11.1%0.017%
7/8/2026 Evanson Financial LLC4,785$548K0.0%N/A0.039%
7/7/2026 CoreCap Advisors LLC760$87K0.0%+122.2%0.006%
6/12/2026 S&A Financial Services Inc.4,825$560K0.4%N/A0.035%
5/20/2026 Arete Wealth Advisors LLC60,100$6.98M0.4%N/A0.439%
5/20/2026 SOA Wealth Advisors LLC.407$47K0.0%-25.2%0.003%
5/19/2026 Western Wealth Management LLC326$38K0.0%N/A0.002%
5/19/2026 Royal Fund Management LLC2,609$303K0.0%-10.9%0.019%
5/19/2026 NewEdge Advisors LLC4,900$569K0.0%-14.7%0.036%
5/19/2026 Bank of America Corp DE520,030$60.38M0.0%-43.3%3.796%
5/19/2026 Arkadios Wealth Advisors8,561$994K0.0%+9.7%0.062%
5/19/2026 Arete Wealth Advisors LLC60,100$6.98M0.5%N/A0.439%
5/18/2026Sunbelt Securities Inc.15,521$1.80M0.1%+109.9%0.113%
5/18/2026 Royal Bank of Canada149,406$17.35M0.0%-16.4%1.091%
5/16/2026 Quantinno Capital Management LP8,794$1.02M0.0%+19.5%0.064%
5/15/2026 Matrix Private Capital Group LLC400$46K0.0%N/A0.003%
5/14/2026 Renaissance Technologies LLC3,700$430K0.0%N/A0.027%
5/14/2026 Sei Investments Co.6,355$738K0.0%+2.7%0.046%
5/14/2026 Davis R M Inc.1,900$221K0.0%N/A0.014%
5/13/2026 Cetera Investment Advisers68,169$7.92M0.0%+10.7%0.498%
5/12/2026 CacheTech Inc.3,720$432K0.1%+5.5%0.027%
5/8/2026 PNC Financial Services Group Inc.22,547$2.62M0.0%-8.6%0.165%
5/6/2026 Kesler Norman & Wride LLC4,564$530K0.1%-46.1%0.033%
5/6/2026 Assetmark Inc.651$76K0.0%+66.9%0.005%
5/6/2026 Independent Financial Group LLC8,366$971K0.0%N/A0.061%
5/6/2026 Helium Advisors LLC1,775$206K0.2%N/A0.013%
5/5/2026 Quartz Partners LLC4,141$481K0.2%+30.1%0.030%
5/5/2026 D.A. Davidson & CO.16,194$1.88M0.0%+4.9%0.118%
5/5/2026 Bank of New York Mellon Corp8,123$943K0.0%+20.0%0.059%
5/5/2026 IMC Chicago LLC7,000$813K0.0%N/A0.051%
5/5/2026 Geneos Wealth Management Inc.13,194$1.53M0.0%-3.8%0.096%
5/5/2026 Sanctuary Advisors LLC36,303$4.22M0.0%+100.4%0.265%
5/5/2026 Sigma Planning Corp8,844$1.03M0.0%+10.8%0.065%
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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%
3/12/2026 Nalls Sherbakoff Group LLC1,179$128K0.1%N/A0.010%
3/9/2026 Corient 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%
3/4/2026 SHP Wealth Management700$76K0.0%N/A0.006%
2/20/2026Sunbelt Securities Inc.7,395$801K0.1%-7.9%0.060%
2/19/2026 Corient Private Wealth LLC80,935$8.77M0.0%+3,828.9%0.655%
2/18/2026 Strive Financial Group LLC274$30K0.0%N/A0.002%
2/18/2026 Mercer Global Advisors Inc. ADV6,351$688K0.0%+4.6%0.051%
2/18/2026 Beacon Pointe Advisors LLC21,562$2.34M0.0%N/A0.175%
2/18/2026 EP Wealth Advisors LLC2,693$292K0.0%N/A0.022%
2/18/2026 CacheTech Inc.3,526$382K0.1%+38.7%0.029%
2/18/2026 NewEdge Advisors LLC5,743$622K0.0%-76.2%0.047%
2/18/2026 KKM Financial LLC6,965$755K0.1%+14.4%0.056%
2/18/2026 Adams Wealth Management3,526$382K0.1%+38.7%0.029%
2/18/2026 Sun Group Wealth Partners1,900$206K0.2%N/A0.015%
2/18/2026 IHT Wealth Management LLC1,966$213K0.0%+5.8%0.016%
2/17/2026 AQR Capital Management LLC2,211$240K0.0%N/A0.018%
2/17/2026 Camarda Financial Advisors LLC122,102$13.23M5.0%+0.5%0.989%
2/17/2026 Cetera Investment Advisers61,583$6.67M0.0%-0.9%0.499%
2/17/2026 Equitable 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%
2/17/2026 Jump Financial LLC5,643$611K0.0%N/A0.046%
2/17/2026 Sherman Porfolios LLC161,938$17.55M1.2%-30.1%1.311%
2/17/2026 Osaic 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%
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2/17/2026 Royal Bank of Canada178,696$19.36M0.0%-0.3%1.447%
2/16/2026MLP3 LLC9,770$1.06M1.2%N/A0.079%
2/16/2026 MML Investors Services LLC47,913$5.19M0.0%+2.5%0.388%
2/16/2026 Mariner LLC6,478$702K0.0%-15.3%0.052%
2/16/2026 Destination Wealth Management608,539$65.94M1.7%-0.4%4.927%
2/16/2026 Arax Advisory Partners284$31K0.0%N/A0.002%
2/13/2026 Kestra Advisory Services LLC7,796$845K0.0%+3.0%0.063%
2/13/2026 Quartz Partners LLC3,183$345K0.1%+44.4%0.026%
2/13/2026 Johnson Investment Counsel Inc.3,283$356K0.0%+3.1%0.027%
2/13/2026 Stifel Financial Corp18,438$2.00M0.0%+8.9%0.149%


IDU Institutional Ownership - Frequently Asked Questions

During the previous two years, 313 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Morgan Stanley ($71.28M), Destination Wealth Management ($65.94M), Bank of America Corp DE ($60.38M), 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.

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), Sherman Porfolios LLC ($231.73K), Cresset Asset Management LLC ($169.52K), and Arete Wealth Advisors LLC ($157.69K).

Institutional investors have bought a total of 3,671,671 shares in the last 24 months. This purchase volume represents approximately $402.82M in transactions.

Of the 75 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), Bank of America Corp DE ($396.70K), Sherman Porfolios LLC ($69.80K), Morgan Stanley ($37.94K), CacheTech Inc. ($35.46K), Adams Wealth Management ($34.83K), and Royal Bank of Canada ($29.79K).

Institutional investors have sold a total of 1,522,940 shares in the last 24 months. This volume of shares sold represents approximately $174.05M in transactions.


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Institutional ownership data for NYSEARCA:IDU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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