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

iShares U.S. Utilities ETF logo
$102.60 +0.05 (+0.05%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares U.S. Utilities ETF (NYSEARCA:IDU)

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$224.24M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$27.18M
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IDU Institutional Buying and Selling by Quarter

iShares U.S. Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 GTS Securities LLC13,939$1.34M0.1%+215.4%0.130%
2/18/2025 Pinkerton Retirement Specialists LLC105,167$10.12M1.5%+10.7%0.978%
2/18/2025 First Heartland Consultants Inc.2,278$219K0.0%-19.9%0.021%
2/17/2025 Two Sigma Investments LP56,700$5.46M0.0%N/A0.527%
2/17/2025 Royal Bank of Canada247,285$23.79M0.0%+15.0%2.300%
2/17/2025 Quantinno Capital Management LP3,579$344K0.0%-5.9%0.033%
2/17/2025 D. E. Shaw & Co. Inc.28,457$2.74M0.0%N/A0.265%
2/17/2025 EP Wealth Advisors LLC5,451$524K0.0%+13.9%0.051%
2/17/2025 CoreCap Advisors LLC38,848$3.74M0.2%+22.6%0.361%
2/17/2025 Cetera Investment Advisers64,802$6.24M0.0%+123.1%0.603%
2/17/2025 Citadel Advisors LLC6,130$590K0.0%-84.8%0.057%
2/17/2025 Baird Financial Group Inc.4,734$455K0.0%N/A0.044%
2/17/2025 Bank of America Corp DE401,626$38.64M0.0%-2.2%3.736%
2/17/2025 Ameriprise Financial Inc.71,595$6.89M0.0%+44.5%0.666%
2/14/2025 Mercer Global Advisors Inc. ADV5,180$498K0.0%-7.0%0.048%
2/14/2025 Jane Street Group LLC31,410$3.02M0.0%+868.0%0.292%
2/14/2025 Bison Wealth LLC3,931$378K0.1%-17.4%0.037%
2/14/2025 Comerica Bank9,176$883K0.0%-8.2%0.085%
2/14/2025 Second Half Financial Partners LLC73,280$7.05M3.4%+16.9%0.682%
2/14/2025 Gerber Kawasaki Wealth & Investment Management6,405$616K0.0%+1.6%0.060%
2/14/2025 Three Seasons Wealth LLC68,510$6.59M3.2%N/A0.637%
2/14/2025 J. Safra Sarasin Holding AG13,654$1.31M0.0%+79.8%0.127%
2/14/2025 Stifel Financial Corp12,430$1.20M0.0%+36.7%0.116%
2/14/2025 OneDigital Investment Advisors LLC3,267$314K0.0%-48.0%0.030%
2/14/2025 Tower Research Capital LLC TRC 1,817$175K0.0%N/A0.017%
2/14/2025 MML Investors Services LLC37,343$3.59M0.0%+5.3%0.347%
2/14/2025 1492 Capital Management LLC2,190$210K0.1%N/A0.020%
2/13/2025 NewEdge Advisors LLC20,998$2.02M0.0%+0.7%0.195%
2/13/2025 Keeley Teton Advisors LLC2,575$248K0.0%-7.2%0.024%
2/13/2025 Belpointe Asset Management LLC7,828$761K0.0%-5.8%0.073%
2/13/2025 Townsquare Capital LLC93,179$8.97M0.1%+6.4%0.867%
2/13/2025 Heritage Trust Co2,558$246K0.0%N/A0.024%
2/13/2025 Jaffetilchin Investment Partners LLC8,499$818K0.1%-2.5%0.079%
2/13/2025 Raymond James Financial Inc.188,574$18.14M0.0%N/A1.754%
2/13/2025 Renaissance Technologies LLC2,600$250K0.0%N/A0.024%
2/13/2025 Bank of Montreal Can3,540$341K0.0%+13.4%0.033%
2/13/2025 Cerity Partners LLC18,266$1.76M0.0%+26.2%0.170%
2/13/2025 Peapack Gladstone Financial Corp5,535$533K0.0%-3.5%0.051%
2/13/2025 Envestnet Asset Management Inc.105,272$10.13M0.0%+7.2%0.979%
2/13/2025 Wells Fargo & Company MN113,414$10.91M0.0%-20.7%1.055%
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2/12/2025 Huntington National Bank26,056$2.51M0.0%-3.0%0.242%
2/12/2025 Franklin Resources Inc.5,420$521K0.0%N/A0.050%
2/12/2025 Summit Financial LLC2,903$279K0.0%-10.2%0.027%
2/12/2025 O Shaughnessy Asset Management LLC2,001$193K0.0%N/A0.019%
2/12/2025 Vertex Planning Partners LLC2,371$228K0.1%+14.8%0.022%
2/12/2025 JPMorgan Chase & Co.15,489$1.49M0.0%+54.8%0.144%
2/12/2025 PKS Advisory Services LLC2,696$259K0.1%N/A0.025%
2/11/2025 LPL Financial LLC241,859$23.27M0.0%-12.4%2.250%
2/11/2025 Independent Solutions Wealth Management LLC2,384$229K0.1%N/A0.022%
2/11/2025 Holderness Investments Co.13,523$1.30M0.3%-2.8%0.126%
2/10/2025 Arrien Investments Inc.71,552$7.17M5.1%N/A0.666%
2/10/2025 Harbour Investments Inc.2,274$219K0.0%+69.3%0.021%
2/10/2025 Corient Private Wealth LLC22,118$2.13M0.0%-8.3%0.206%
2/10/2025 Family Firm Inc.22,783$2.19M0.4%-0.8%0.212%
2/10/2025 Picton Mahoney Asset Management900$87K0.0%N/A0.008%
2/10/2025 Midwest Professional Planners LTD.26,495$2.55M0.8%-2.1%0.246%
2/10/2025 Commonwealth Equity Services LLC125,357$12.06M0.0%+0.8%1.166%
2/10/2025 Balboa Wealth Partners23,266$2.24M0.5%-23.5%0.216%
2/10/2025 Great Lakes Advisors LLC15,328$1.48M0.0%-4.4%0.143%
2/7/2025 HighTower Advisors LLC15,919$1.53M0.0%+49.3%0.148%
2/7/2025 Wealthfront Advisers LLC3,255$313K0.0%N/A0.030%
2/7/2025 Johnson Investment Counsel Inc.2,353$226K0.0%-14.5%0.022%
2/7/2025 Sowell Financial Services LLC11,836$1.14M0.1%-17.6%0.110%
2/7/2025 PNC Financial Services Group Inc.26,108$2.51M0.0%-1.9%0.243%
2/7/2025 Destination Wealth Management621,603$59.80M1.9%-2.4%5.782%
2/6/2025 Raymond James Financial Inc.188,574$18.14M0.0%N/A1.754%
2/6/2025 Steward Partners Investment Advisory LLC10,351$996K0.0%+151.1%0.096%
2/6/2025 Jones Financial Companies Lllp14,882$1.43M0.0%+60.2%0.138%
2/5/2025 Norden Group LLC92,732$8.92M1.0%+5.9%0.863%
2/5/2025 Sharkey Howes & Javer15,327$1.48M0.2%+16.0%0.143%
2/5/2025 Fisher Asset Management LLC2,493$240K0.0%N/A0.023%
2/4/2025 Bank of New York Mellon Corp66,235$6.37M0.0%+0.4%0.616%
2/4/2025 Forvis Mazars Wealth Advisors LLC8,552$823K0.0%-3.8%0.080%
2/4/2025 WESPAC Advisors LLC3,562$343K0.3%+20.4%0.033%
2/3/2025 Sigma Planning Corp5,955$573K0.0%-4.8%0.055%
2/3/2025 Carl P. Sherr & Co. LLC3,125$301K0.2%-16.4%0.029%
2/3/2025 Navellier & Associates Inc.10,370$998K0.1%+17.7%0.096%
2/3/2025 Blackston Financial Advisory Group LLC2,744$264K0.1%-4.7%0.026%
2/3/2025 RPS Advisory Solutions LLC46,641$4.49M2.8%+15.8%0.434%
2/3/2025 Concurrent Investment Advisors LLC50,212$4.83M0.1%+7.6%0.467%
2/3/2025 WealthCare Investment Partners LLC7,668$741K0.3%+113.1%0.071%
2/3/2025 Private Advisor Group LLC27,682$2.66M0.0%+20.4%0.258%
2/3/2025 Good Life Advisors LLC2,517$242K0.0%-50.5%0.023%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,366$228K0.0%N/A0.022%
1/31/2025 Atria Wealth Solutions Inc.11,430$1.10M0.0%-17.7%0.106%
1/31/2025 D.A. Davidson & CO.17,298$1.66M0.0%-5.7%0.161%
1/31/2025 Truist Financial Corp53,890$5.19M0.0%-6.2%0.501%
1/31/2025 Sanctuary Advisors LLC7,175$719K0.0%-4.4%0.067%
1/30/2025 Aveo Capital Partners LLC5,809$559K0.1%+131.8%0.054%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,366$228K0.0%N/A0.022%
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1/29/2025 Atlantic Edge Private Wealth Management LLC1,525$147K0.0%-9.0%0.014%
1/28/2025 Wealthstar Advisors LLC17,302$1.67M0.7%N/A0.161%
1/28/2025 Essex LLC15,870$1.53M0.3%-4.3%0.148%
1/28/2025 Stephens Inc. AR16,836$1.62M0.0%+15.1%0.157%
1/28/2025 Moloney Securities Asset Management LLC84,082$8.09M1.1%+0.8%0.782%
1/28/2025 Apollon Wealth Management LLC126,126$12.14M0.3%-4.5%1.173%
1/27/2025 Financial Advocates Investment Management9,534$917K0.1%N/A0.089%
1/27/2025 Choreo LLC3,348$322K0.0%N/A0.031%
1/27/2025 Country Club Bank60,365$5.81M0.4%-4.6%0.562%
1/27/2025 Stratos Wealth Advisors LLC35,668$3.43M0.2%+24.3%0.332%
(Data available from 1/1/2016 forward)

IDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IDU shares?

During the previous two years, 242 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Destination Wealth Management ($59.80M), Bank of America Corp DE ($38.64M), Royal Bank of Canada ($23.79M), Bensler LLC ($23.38M), LPL Financial LLC ($23.27M), Raymond James Financial Inc. ($18.14M), and Apollon Wealth Management LLC ($12.14M).Learn more on IDU's institutional investors.

Which institutional investors have been buying iShares U.S. Utilities ETF stock?

Of the 192 institutional investors that purchased iShares U.S. Utilities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($377.15K), Bensler LLC ($236.20K), Apollon Wealth Management LLC ($122.61K), Modera Wealth Management LLC ($119.49K), Pinkerton Retirement Specialists LLC ($106.76K), Prostatis Group LLC ($102.46K), and Norden Group LLC ($86.76K).

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

Institutional investors have bought a total of 3,290,335 shares in the last 24 months. This purchase volume represents approximately $297.53M in transactions.

Which iShares U.S. Utilities ETF major shareholders have been selling company stock?

Of the 111 institutional investors that sold iShares U.S. Utilities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($179.54K), LPL Financial LLC ($88.38K), Fifth Third Securities Inc. ($81.82K), Johnson Investment Counsel Inc. ($56.23K), Raymond James & Associates ($45.95K), Cambridge Investment Research Advisors Inc. ($40.08K), and Citadel Advisors LLC ($34.20K).

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

Institutional investors have sold a total of 930,952 shares in the last 24 months. This volume of shares sold represents approximately $78.33M in transactions.



This page (NYSEARCA:IDU) was last updated on 2/22/2025 by MarketBeat.com Staff
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