Who Owns IDU?
iShares U.S. Utilities ETF — Institutional Ownership & 13F Holdings
$117.08
+0.24 (+0.21%)
Market Cap
$1.5B
Shares Outstanding
13,650,527
Institutional Holders
248
Total Inst. Value
$653.7M
% of Float Held
—
QoQ Holder Change
+106
Institutional data as of Q1 2025
New Positions
57
Closed Positions
43
Increased
61
Decreased
70
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FIL LtdNew | $110.4M | 1,088,428 |
| 2 | HSBC HOLDINGS PLCNew | $64.4M | 635,090 |
| 3 | Destination Wealth Management | $62.8M | 618,761 |
| 4 | MORGAN STANLEY | $53.1M | 523,518 |
| 5 | BANK OF AMERICA CORP /DE/ | $50.6M | 498,980 |
| 6 | PGIM Custom Harvest LLC | $46.2M | 455,420 |
| 7 | ROYAL BANK OF CANADA | $22.6M | 223,207 |
| 8 | RAYMOND JAMES FINANCIAL INC | $19.2M | 188,962 |
| 9 | WELLS FARGO & COMPANY/MN | $12.8M | 126,304 |
| 10 | LBMC INVESTMENT ADVISORS, LLC | $11.5M | 113,827 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FIL LtdNew | +1.1M | $110.4M |
| HSBC HOLDINGS PLCNew | +635K | $64.4M |
| BANK OF AMERICA CORP /DE/ | +97K | $50.6M |
| RAYMOND JAMES FINANCIAL INC | +388 | $19.2M |
| WELLS FARGO & COMPANY/MN | +13K | $12.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -68K | $4.2M |
| Bank of New York Mellon Corp | -64K | $247K |
| ARRIEN INVESTMENTS, INC. | -60K | $976K |
| Brookstone Capital Management | -48K | $308K |
| MORGAN STANLEY | -47K | $53.1M |
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Frequently Asked Questions
How many institutional investors hold IDU?
As of Q1 2025, 248 institutional investors report holding IDU (iShares U.S. Utilities ETF) in their 13F filings.
Which hedge fund owns the most IDU?
The largest institutional holder of IDU is FIL Ltd with $110.4M in shares.
Are institutions buying or selling IDU?
This quarter, 57 institutions opened new positions in IDU and 43 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.