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

iShares U.S. Utilities ETF logo
$115.75 0.00 (0.00%)
As of 07/2/2026 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)
198
Total
Institutional Inflows
(last 12 months)
$523.76M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$178.77M
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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
6/12/2026S&A Financial Services Inc.4,825$560K0.4%N/A0.035%
5/20/2026Arete Wealth Advisors LLC60,100$6.98M0.4%N/A0.439%
5/20/2026SOA Wealth Advisors LLC.407$47K0.0%-25.2%0.003%
5/19/2026Western Wealth Management LLC326$38K0.0%N/A0.002%
5/19/2026Royal Fund Management LLC2,609$303K0.0%-10.9%0.019%
5/19/2026NewEdge Advisors LLC4,900$569K0.0%-14.7%0.036%
5/19/2026Bank of America Corp DE520,030$60.38M0.0%-43.3%3.796%
5/19/2026Arkadios Wealth Advisors8,561$994K0.0%+9.7%0.062%
5/19/2026Arete Wealth Advisors LLC60,100$6.98M0.5%N/A0.439%
5/18/2026Sunbelt Securities Inc.15,521$1.80M0.1%+109.9%0.113%
5/18/2026Royal Bank of Canada149,406$17.35M0.0%-16.4%1.091%
5/16/2026Quantinno Capital Management LP8,794$1.02M0.0%+19.5%0.064%
5/15/2026Matrix Private Capital Group LLC400$46K0.0%N/A0.003%
5/14/2026Renaissance Technologies LLC3,700$430K0.0%N/A0.027%
5/14/2026Sei Investments Co.6,355$738K0.0%+2.7%0.046%
5/14/2026Davis R M Inc.1,900$221K0.0%N/A0.014%
5/13/2026Cetera Investment Advisers68,169$7.92M0.0%+10.7%0.498%
5/12/2026CacheTech Inc.3,720$432K0.1%+5.5%0.027%
5/8/2026PNC Financial Services Group Inc.22,547$2.62M0.0%-8.6%0.165%
5/6/2026Kesler Norman & Wride LLC4,564$530K0.1%-46.1%0.033%
5/6/2026Assetmark Inc.651$76K0.0%+66.9%0.005%
5/6/2026Independent Financial Group LLC8,366$971K0.0%N/A0.061%
5/6/2026Helium Advisors LLC1,775$206K0.2%N/A0.013%
5/5/2026Quartz Partners LLC4,141$481K0.2%+30.1%0.030%
5/5/2026D.A. Davidson & CO.16,194$1.88M0.0%+4.9%0.118%
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%
5/5/2026Sigma Planning Corp8,844$1.03M0.0%+10.8%0.065%
5/5/2026Avantax Planning Partners Inc.1,835$213K0.0%N/A0.013%
5/4/2026HBW Advisory Services LLC6,334$735K0.1%+5.9%0.046%
5/1/2026Fifth Third Bancorp10,757$1.25M0.0%+12,706.0%0.079%
5/1/2026Sovran Advisors LLC19,752$2.34M0.2%+134.5%0.144%
5/1/2026Advisors Management Group Inc. ADV20,980$2.44M0.4%+1.0%0.154%
5/1/2026Sequoia Financial Advisors LLC1,803$209K0.0%N/A0.013%
5/1/2026Independence Bank of Kentucky6,162$715K0.1%-1.9%0.045%
4/30/2026Hsbc Holdings PLC3,000$348K0.0%-99.6%0.022%
4/30/2026Kestra Advisory Services LLC8,628$1.00M0.0%+10.7%0.063%
4/30/2026Money Concepts Capital Corp4,578$532K0.0%+12.9%0.034%
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4/28/2026Stephens Inc. AR23,181$2.69M0.0%-0.8%0.159%
4/28/2026Astoria Portfolio Advisors LLC.5,502$642K0.1%N/A0.038%
4/28/2026Forte Asset Management LLC69,171$8.03M3.5%-0.7%0.474%
4/28/2026Beacon Financial Advisory LLC2,018$234K0.1%N/A0.014%
4/28/2026Wealthstar Advisors LLC19,273$2.24M1.0%-21.9%0.132%
4/27/2026Arrien Investments Inc.69,056$8.02M4.3%-1.9%0.473%
4/27/2026Private Advisor Group LLC28,509$3.31M0.0%-30.2%0.195%
4/23/2026Simmons Bank7,736$898K0.1%-3.3%0.054%
4/23/2026Apollon Wealth Management LLC4,572$531K0.0%-21.5%0.032%
4/21/2026Fiduciary Alliance LLC4,723$549K0.0%+5.0%0.034%
4/17/2026XML Financial LLC2,021$235K0.0%N/A0.014%
4/17/2026Brookstone Capital Management3,715$431K0.0%+8.6%0.027%
4/16/2026CPR Investments Inc.26,088$3.03M2.0%-5.3%0.186%
3/20/2026Hsbc 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%
3/6/2026Hsbc 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%
2/17/2026MinichMacGregor 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%
2/17/2026Private Advisor Group LLC40,820$4.42M0.0%+24.8%0.331%
2/17/2026WealthCare Asset Management LLC3,375$377K0.3%N/A0.027%
2/17/2026Royal Bank of Canada178,696$19.36M0.0%-0.3%1.447%
2/16/2026MLP3 LLC9,770$1.06M1.2%N/A0.079%
2/16/2026MML 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%
2/13/2026Kestra Advisory Services LLC7,796$845K0.0%+3.0%0.063%
2/13/2026Quartz Partners LLC3,183$345K0.1%+44.4%0.026%
2/13/2026Johnson Investment Counsel Inc.3,283$356K0.0%+3.1%0.027%
2/13/2026Stifel Financial Corp18,438$2.00M0.0%+8.9%0.149%
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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%
2/12/2026Laurel Oak Wealth Management LLC2,756$299K0.1%N/A0.022%


IDU Institutional Ownership - Frequently Asked Questions

During the previous two years, 314 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 277 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).

Institutional investors have bought a total of 4,831,320 shares in the last 24 months. This purchase volume represents approximately $523.76M in transactions.

Of the 89 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 1,568,255 shares in the last 24 months. This volume of shares sold represents approximately $178.77M in transactions.


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This page (NYSEARCA:IDU) was last updated on 7/6/2026 by MarketBeat.com Staff.
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