iShares US Utilities ETFIDUETF
13F holders, Q1 2025 (March 31)252holders −19
29new positions
45sold out
3famous investors
$101.39avg. 13F price*
At the end of Q1 2025, 252 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, down 19 from Q4 2024. 29 opened new positions and 45 sold out. The largest holders were FIL Ltd ($110.4M), HSBC Holdings PLC ($64.4M) and Destination Wealth Management ($62.8M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Utilities ETF
- CUSIP
- 464287697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $211.1M |
| Exits | 45 | $110.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,308,242 shares bought and 1,764,371 shares sold, net +543,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| FIL Ltd | 0.10% | New | 1,088,428 | $110.4M |
| HSBC Holdings PLC | 0.04% | New | 635,090 | $64.4M |
| Destination Wealth Management | 1.98% | Reduce -0.5% | 618,761 | $62.8M |
| Morgan Stanley | 0.00% | Reduce -8.2% | 523,518 | $53.1M |
| Bank of America Corp. | 0.00% | Add +24.2% | 498,980 | $50.6M |
| PGIM Custom Harvest LLC | 1.10% | Reduce -0.7% | 455,420 | $46.2M |
| LPL Financial LLC | 0.01% | Add +6.6% | 257,854 | $26.2M |
| Royal Bank of Canada | 0.01% | Reduce -9.7% | 223,207 | $22.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.2% | 188,962 | $19.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.0% | 127,872 | $13.0M |
| Wells Fargo & Company | 0.00% | Add +11.4% | 126,304 | $12.8M |
| LBMC Investment Advisors, LLC | 0.90% | Add +0.2% | 113,827 | $11.5M |
| MinichMacGregor Wealth Management, LLC | 2.57% | New | 113,149 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.2% | 74,577 | $7.6M |
| Arrien Investments, Inc. | 5.16% | Reduce -0.9% | 70,908 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.4% | 60,580 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +11.8% | 60,254 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.1% | 60,213 | $6.1M |
| Country Club Bank | 0.40% | Reduce -1.4% | 59,544 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.4% | 51,141 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -16.2% | 47,497 | $4.8M |
| UBS Group AG | 0.00% | Add +5.9% | 46,845 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -51.5% | 42,163 | $4.3M |
| AE Wealth Management LLC | 0.04% | Reduce -62.2% | 41,465 | $4.2M |
| Adams Wealth Management | 0.76% | New | 38,006 | $3.9M |
| CacheTech Inc. | 0.75% | New | 38,006 | $3.9M |
| Arete Wealth Advisors, LLC | 0.29% | New | 37,486 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.2% | 37,273 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | New | 36,696 | $3.7M |
| Cetera Investment Advisers | 0.01% | Reduce -47.5% | 33,990 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -8.4% | 32,653 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.8% | 30,267 | $3.1M |
| Croban | 2.82% | Reduce -2.1% | 30,173 | $3.1M |
| Midwest Professional Planners, LTD. | 0.88% | Add +4.9% | 27,803 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.3% | 27,741 | $2.8M |
| CPR Investments Inc. | 2.37% | Add +6.9% | 26,363 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +507.8% | 25,416 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.2% | 24,043 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +5.2% | 23,275 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -18.8% | 23,106 | $2.3M |
| Independent Financial Group, LLC | 0.08% | Reduce -62.2% | 22,710 | $2.3M |
| Family Firm, Inc. | 0.50% | Reduce -2.4% | 22,248 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +43.2% | 22,187 | $2.3M |
| Advisors Management Group Inc. | 0.48% | Add +7.0% | 21,810 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -1.0% | 21,799 | $2.2M |
| Stephens Inc. | 0.03% | Add +23.6% | 20,813 | $2.1M |
| First Citizens Financial Corp | 1.19% | Add +1.6% | 20,728 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.8% | 20,611 | $2.1M |
| BOS Asset Management, LLC | 0.68% | Reduce -0.8% | 19,297 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +0.0% | 19,004 | $1.9M |
| Wealthstar Advisors, LLC | 0.87% | Add +8.1% | 18,704 | $1.9M |
| Everett Harris & Co. | 0.02% | Reduce -1.5% | 18,584 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -41.5% | 18,381 | $1.9M |
| Wakefield Asset Management LLLP | 0.54% | Reduce -12.8% | 17,422 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | New | 17,273 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -7.1% | 16,972 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.7% | 16,834 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +3.7% | 16,502 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +7.2% | 15,951 | $1.6M |
| GTS Securities LLC | 0.07% | Add +12.4% | 15,673 | $1.6M |
| Essex LLC | 0.34% | Reduce -1.7% | 15,604 | $1.6M |
| Sharkey, Howes & Javer | 0.22% | Add +1.0% | 15,484 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +46.0% | 15,111 | $1.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | New | 15,000 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.7% | 13,980 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 13,771 | $1.4M |
| Holderness Investments Co. | 0.32% | Add +0.0% | 13,525 | $1.4M |
| WealthCare Investment Partners, LLC | 0.58% | Add +81.8% | 13,942 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +6.4% | 13,226 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Reduce -0.8% | 11,746 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +26.3% | 10,737 | $1.1M |
| Armstrong, Fleming & Moore, Inc | 1.26% | New | 10,235 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +14.8% | 9,760 | $990K |
| Financial Advocates Investment Management | 0.07% | Reduce -2.7% | 9,276 | $941K |
| Mullooly Asset Management, Inc. | 0.42% | — | 9,223 | $935K |
| Sanctuary Advisors, LLC | 0.01% | Add +25.2% | 8,981 | $911K |
| FMR LLC | 0.00% | Add +53.4% | 8,368 | $849K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -11.8% | 7,975 | $809K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -7.1% | 7,947 | $806K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 7,938 | $805K |
| Simmons Bank | 0.06% | Reduce -24.1% | 7,903 | $802K |
| Comerica Bank | 0.00% | Reduce -17.4% | 7,579 | $769K |
| Allstate Corp. | 0.02% | No change | 7,300 | $740K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.1% | 7,126 | $723K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -48.0% | 7,100 | $720K |
| Flow Traders U.S. LLC | 0.03% | New | 7,000 | $710K |
| Buck Wealth Strategies, LLC | 0.13% | New | 6,908 | $701K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -39.7% | 6,896 | $699K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +7.2% | 6,864 | $696K |
| Wealth Management Associates, Inc. | 0.30% | Add +9.8% | 6,851 | $695K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 6,849 | $695K |
| Garrison Point Advisors, LLC | 0.34% | Reduce -1.7% | 6,848 | $695K |
| Independence Bank of Kentucky | 0.11% | Reduce -2.1% | 6,719 | $681K |
| High Net Worth Advisory Group LLC | 0.18% | No change | 6,400 | $649K |
| Mutual Advisors, LLC | 0.02% | Add +90.7% | 6,355 | $639K |
| Sigma Planning Corp | 0.02% | Add +3.8% | 6,179 | $627K |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 6,164 | $625K |
| Arkadios Wealth Advisors | 0.02% | Add +45.7% | 5,567 | $565K |
| Franklin Resources Inc. | 0.00% | No change | 5,420 | $550K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.3% | 5,410 | $549K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.